EPR Properties
416 hedge funds and large institutions have $4.97B invested in EPR Properties in 2019 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 161 increasing their positions, 120 reducing their positions, and 42 closing their positions.
34% more repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 120
24% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 42
1% more funds holding
Funds holding: 411 → 416 (+5)
0.92% more ownership
Funds ownership: 87.29% → 88.21% (+0.92%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1% less capital invested
Capital invested by funds: $5.03B → $4.97B (-$61.3M)
10% less call options, than puts
Call options by funds: $13.7M | Put options by funds: $15.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$175M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$37.9M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$37.1M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$22.8M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
+$19.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$83.7M |
| 2 |
BlackRock
New York
|
-$63.3M |
| 3 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
-$19.5M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$11M |
| 5 |
CC
Carlson Capital
Dallas,
Texas
|
-$9.93M |
EPR Hedge Fund Activity: Q2 2019 in Review
416 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q2 2019, worth a combined $4.97B — down 1.2% from $5.03B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new EPR positions and 42 closed out — a net gain of 10 holders — while 161 added to existing stakes and 120 trimmed.
The largest buyer was Invesco, adding an estimated $175M. The largest seller was Brookfield Corp, exiting entirely with an estimated $83.7M sold.
- 416 institutional investors held EPR Properties (EPR) as of Q2 2019, up from 411 in Q1 2019.
- Funds reported $4.97B of EPR Properties stock for Q2 2019, down 1.2% quarter-over-quarter.
- 52 funds opened new EPR Properties positions in Q2 2019 and 42 closed out, a net change of +10 holders.
- The largest EPR Properties buyer in Q2 2019 was Invesco, an estimated $175M added.
- The largest EPR Properties seller in Q2 2019 was Brookfield Corp, an estimated $83.7M sold.
Based on aggregated 13F filings for Q2 2019.