Fintel reports that on November 14, 2024, UBS initiated coverage of EPR Properties - Preferred Stock (NYSE:EPR.PRE) with a Neutral recommendation.
What is the Fund Sentiment?
There are 32 funds or institutions reporting positions in EPR Properties - Preferred Stock. This is an increase of 2 owner(s) or 6.67% in the last quarter. Average portfolio weight of all funds dedicated to EPR.PRE is 0.57%, an increase of 18.83%. Total shares owned by institutions increased in the last three months by 16.65% to 3,388K shares.
What are Other Shareholders Doing?
Infrastructure Capital Advisors holds 515K shares. In its prior filing, the firm reported owning 467K shares , representing an increase of 9.32%. The firm increased its portfolio allocation in EPR.PRE by 48.87% over the last quarter.
PFFA - Virtus InfraCap U.S. Preferred Stock ETF holds 444K shares. In its prior filing, the firm reported owning 482K shares , representing a decrease of 8.51%. The firm decreased its portfolio allocation in EPR.PRE by 14.65% over the last quarter.
BlackRock holds 335K shares.
PFF - iShares Preferred and Income Securities ETF holds 326K shares. In its prior filing, the firm reported owning 367K shares , representing a decrease of 12.45%. The firm decreased its portfolio allocation in EPR.PRE by 4.29% over the last quarter.
LDR Capital Management holds 306K shares. In its prior filing, the firm reported owning 306K shares , representing a decrease of 0.06%. The firm increased its portfolio allocation in EPR.PRE by 34.18% over the last quarter.
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