EPR Properties
352 hedge funds and large institutions have $3.21B invested in EPR Properties in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 117 increasing their positions, 107 reducing their positions, and 33 closing their positions.
106% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 33
14% more capital invested
Capital invested by funds: $2.8B → $3.21B (+$403M)
9% more funds holding
Funds holding: 322 → 352 (+30)
9% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 107
0.71% less ownership
Funds ownership: 78.87% → 78.16% (-0.71%)
15% less call options, than puts
Call options by funds: $26.4M | Put options by funds: $31.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$25.7M |
| 2 |
State Street
Boston,
Massachusetts
|
+$25.3M |
| 3 |
N
Natixis
Paris,
France
|
+$24.2M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$19.6M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$16.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$59.3M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$43.8M |
| 3 |
BlackRock
New York
|
-$36.2M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$11.2M |
| 5 |
TCA
Taconic Capital Advisors
New York
|
-$10.7M |
EPR Hedge Fund Activity: Q1 2022 in Review
352 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q1 2022, worth a combined $3.21B — up 14% from $2.8B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new EPR positions and 33 closed out — a net gain of 35 holders — while 117 added to existing stakes and 107 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $25.7M. The largest seller was Centersquare Investment Management, exiting entirely with an estimated $59.3M sold.
- 352 institutional investors held EPR Properties (EPR) as of Q1 2022, up from 322 in Q4 2021.
- Funds reported $3.21B of EPR Properties stock for Q1 2022, up 14% quarter-over-quarter.
- 68 funds opened new EPR Properties positions in Q1 2022 and 33 closed out, a net change of +35 holders.
- The largest EPR Properties buyer in Q1 2022 was Bank of New York Mellon, an estimated $25.7M added.
- The largest EPR Properties seller in Q1 2022 was Centersquare Investment Management, an estimated $59.3M sold.
Based on aggregated 13F filings for Q1 2022.