EPR Properties
340 hedge funds and large institutions have $2.73B invested in EPR Properties in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 108 increasing their positions, 124 reducing their positions, and 31 closing their positions.
52% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 31
21% more capital invested
Capital invested by funds: $2.25B → $2.73B (+$473M)
10% more call options, than puts
Call options by funds: $16.7M | Put options by funds: $15.1M
4% more funds holding
Funds holding: 327 → 340 (+13)
1.99% less ownership
Funds ownership: 79.34% → 77.36% (-2%)
13% less repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 124
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCP
Waterfront Capital Partners
New York
|
+$51.3M |
| 2 |
Cohen & Steers
New York
|
+$26.1M |
| 3 |
SSA
Schonfeld Strategic Advisors
New York
|
+$14M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$13.9M |
| 5 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$9.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$47.3M |
| 2 |
BlackRock
New York
|
-$28.1M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$20.8M |
| 4 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
-$15.5M |
| 5 |
Goldman Sachs
New York
|
-$14.6M |
EPR Hedge Fund Activity: Q2 2023 in Review
340 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q2 2023, worth a combined $2.73B — up 21% from $2.25B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new EPR positions and 31 closed out — a net gain of 16 holders — while 108 added to existing stakes and 124 trimmed.
The largest buyer was Waterfront Capital Partners, opening a new position worth an estimated $51.3M. The largest seller was Citadel Advisors, cutting an estimated $47.3M.
- 340 institutional investors held EPR Properties (EPR) as of Q2 2023, up from 327 in Q1 2023.
- Funds reported $2.73B of EPR Properties stock for Q2 2023, up 21% quarter-over-quarter.
- 47 funds opened new EPR Properties positions in Q2 2023 and 31 closed out, a net change of +16 holders.
- The largest EPR Properties buyer in Q2 2023 was Waterfront Capital Partners, an estimated $51.3M added.
- The largest EPR Properties seller in Q2 2023 was Citadel Advisors, an estimated $47.3M sold.
Based on aggregated 13F filings for Q2 2023.