Stock Analysis
Data Source: SEC EDGAR 13F
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Epr Pptys (EPR/PRE)

31 + Investors. Track Smart Money conviction in EPR/PRE. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
42%

Smart Money Signals — EPR/PRE

Based on 32 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their EPR/PRE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
32 hedge funds hold EPR/PRE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 42% buying

10 buying14 selling
Last quarter: 14 funds reduced or exited vs 10 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 3 → 7 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

50% conviction (2yr+) 28% medium 22% new
16 out of 32 hedge funds have held EPR/PRE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~2 new funds/quarter

3 → 4 → 3 → 7 → 2 new funds/Q
New funds entering each quarter: 4 → 3 → 7 → 2. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 59% veterans vs 28% newcomers

59% veterans 12% 1-2yr 28% new
Entry-cohort mix of 32 holders: 19 (59%) are 2+ year veterans, 4 entered 1–2 years ago, and 9 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds
7 of 32 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — EPR/PRE

In 2026 Q1, 10 hedge funds were net buyers of EPR/PRE (2 opened a new position, 8 added to an existing one), while 14 reduced or exited (11 trimmed, 3 sold completely) — a 42% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 32.

Hedge Fund Ownership: EPR/PRE

How many hedge funds hold EPR/PRE — quarterly history vs. share price
Quarterly hedge fund ownership of EPR/PRE vs. share price

Market Analysis: EPR/PRE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EPR/PRE

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: EPR/PRE
31 + Investors

Track Smart Money conviction in EPR/PRE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 31 33 -6.06%
13F Shares 2M 2M 3.34%
Total Value $62M $63M -0.15%
New Positions 2 7 -5
Increased Positions 8 3 +5
Closed Positions 4 4 -
Reduced Positions 11 11 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EPR/PRE

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Institutional Holders (2026 Q1)

31 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EPR/PRE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 EPR/PRE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LDR Capital Management LLC 7.07% 173,004 $5.3M
2 Skaana Management L.P. 0.48% 46,910 $1.4M
3 Beverly Hills Private Wealth, LLC 0.39% 76,240 $2.3M
4 Weiss Asset Management LP 0.33% 640,439 $19.5M
5 Warberg Asset Management LLC 0.25% 49,292 $1.5M
6 Infrastructure Capital Advisors, LLC 0.21% 100,124 $3.0M
7 Camden Asset Management L P /Ca 0.20% 197,382 $6.0M
8 Avise Financial Cooperative, Inc. 0.20% 7,819 $238K
9 DigitalBridge Group, Inc. 0.13% 68,114 $2.1M
10 MRP Capital Investments, LLC 0.12% 4,375 $133K
11 Palisade Capital Management, LP 0.06% 58,749 $1.8M
12 Schnieders Capital Management, LLC. 0.04% 8,900 $270K
13 Aequim Alternative Investments LP 0.04% 71,692 $2.2M
14 Westwood Holdings Group Inc 0.04% 183,506 $5.6M
15 Pasadena Private Wealth, LLC 0.03% 7,177 $218K
16 Heitman Real Estate Securities LLC 0.02% 8,136 $247K
17 Zazove Associates LLC 0.01% 2,983 $90K
18 Godfrey Financial Associates, Inc. 0.00% 100 $3K
19 BROOKFIELD Corp /ON/ 0.00% 24,220 $736K
20 Advisory Services Network, LLC 0.00% 950 $29K
21 Ameriprise Financial Inc 0.00% 50,100 $1.5M
22 BlackRock, Inc. 0.00% 245,315 $7.5M
23 Steward Partners Investment Advisory, LLC 0.00% 800 $24K
24 LPL Financial LLC 0.00% 14,656 $445K
25 Wells Fargo & Company/Mn 0.00% 8,716 $265K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Epr Pptys (EPR/PRE)

What does the Smart Money Trend signal show for EPR/PRE?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their EPR/PRE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for EPR/PRE?

More sellers than buyers — 42% buying: Last quarter: 14 funds reduced or exited vs 10 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for EPR/PRE holders?

Smaller funds dominant — 4% AUM from top-100: 7 of 32 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EPR/PRE?

50% of holders stayed for 2+ years: 16 out of 32 hedge funds have held EPR/PRE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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