UBS Initiates Coverage of EPR Properties’ Preferred Stock with Neutral Outlook
Latest Trends in Fund Ownership
According to Fintel, on November 14, 2024, UBS began coverage of EPR Properties – Preferred Stock (NYSE:EPR.PRG) with a Neutral recommendation. Currently, there are 16 funds or institutions that have reported positions in EPR Properties’ Preferred Stock. This marks an increase of 1 owner or 6.67% from the previous quarter. The average portfolio weight of all funds invested in EPR.PRG is now 0.63%, a rise of 1.99%. Total shares held by institutions have seen a modest increase of 0.60% over the past three months, reaching 1,900K shares.
Insight into Shareholder Activity
PFF – iShares Preferred and Income Securities ETF currently holds 526K shares. Previously, it reported ownership of 564K shares, which indicates a decrease of 7.20%. Nonetheless, the firm increased its portfolio allocation in EPR.PRG by 0.08% over the last quarter.
PFFA – Virtus InfraCap U.S. Preferred Stock ETF holds 427K shares, up from 392K shares in its last filing, showing an increase of 8.02%. The allocation to EPR.PRG has also grown by 6.97% in the last quarter.
PGX – Invesco Preferred ETF now holds 267K shares, down from 274K shares earlier, reflecting a decrease of 2.61%. However, its portfolio allocation in EPR.PRG increased by 13.62% over the past quarter.
Griffin Institutional Access Real Estate Fund has raised its holdings to 165K shares, a slight increase of 2.45% from its last report of 161K shares. The fund’s portfolio allocation to EPR.PRG grew by 9.54% in the last quarter.
Cohen & Steers Quality Income Realty Fund maintains its position at 132K shares with no changes reported in the last quarter.
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This article originally appeared on Fintel.
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