UBS Starts Coverage on EPR Properties – Preferred Stock with Neutral Outlook
On November 14, 2024, UBS began its coverage of EPR Properties – Preferred Stock (NYSE:EPR.PRC) with a Neutral recommendation.
Fund Sentiment and Changes in Positions
A total of 43 funds and institutions currently report holding positions in EPR Properties – Preferred Stock, marking an increase of 1 owner, or 2.38%, over the last quarter. The average portfolio weight for all funds in EPR.PRC stands at 0.41%, which is up by 17.69%. In the past three months, total shares owned by institutions rose by 15.42%, reaching 4,383K shares.
Notable Institutional Actions
Skaana Management has increased its holdings to 677K shares, up from 586K shares, indicating a rise of 13.42%. The firm’s allocation in EPR.PRC has grown by 5.81% in the last quarter.
Camden Asset Management L P maintained its stake at 547K shares, showing no change this quarter.
BlackRock holds 508K shares in EPR.PRC.
The PFF – iShares Preferred and Income Securities ETF reduced its holdings from 597K shares to 501K shares—a decline of 19.08%. This reflects a 10.69% decrease in its portfolio allocation over the last quarter.
Aequim Alternative Investments also reported no changes, holding 440K shares.
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