EPR Properties
EPR
326 hedge funds and large institutions have $2.45B invested in EPR Properties in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 116 increasing their positions, 119 reducing their positions, and 42 closing their positions.
1% more ownership
Funds ownership: 77.36% → 78.36% (+1%)
3% less repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 119
4% less funds holding
Funds holding: 339 → 326 (-13)
10% less capital invested
Capital invested by funds: $2.73B → $2.45B (-$276M)
21% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 42
59% less call options, than puts
Call options by funds: $14.9M | Put options by funds: $36.7M
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
Rush Island Management
New York
|
+$41.2M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$37M |
| 3 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$14.9M |
| 4 |
Group One Trading
Chicago,
Illinois
|
+$9.16M |
| 5 |
Renaissance Technologies
New York
|
+$8.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$21M |
| 2 |
BlackRock
New York
|
-$20.6M |
| 3 |
WCP
Waterfront Capital Partners
New York
|
-$16.5M |
| 4 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
-$15.7M |
| 5 |
Cohen & Steers
New York
|
-$11.1M |
EPR Hedge Fund Activity: Q3 2023 in Review
326 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q3 2023, worth a combined $2.45B — down 10% from $2.73B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of EPR and 33 opened new positions — a net loss of 9 holders — while 119 trimmed existing stakes and 116 added.
The largest buyer was Rush Island Management, adding an estimated $41.2M. The largest seller was Citadel Advisors, exiting entirely with an estimated $21M sold.
- 326 institutional investors held EPR Properties (EPR) as of Q3 2023, down from 339 in Q2 2023.
- Funds reported $2.45B of EPR Properties stock for Q3 2023, down 10% quarter-over-quarter.
- 33 funds opened new EPR Properties positions in Q3 2023 and 42 closed out, a net change of -9 holders.
- The largest EPR Properties buyer in Q3 2023 was Rush Island Management, an estimated $41.2M added.
- The largest EPR Properties seller in Q3 2023 was Citadel Advisors, an estimated $21M sold.
Based on aggregated 13F filings for Q3 2023.