Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Epr Pptys (EPR/PRE)

32 + 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
→ 0
Streak
1Q —
Buyers last Q
59%

Smart Money Signals — EPR/PRE

Based on 32 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding EPR/PRE is almost the same as a year ago (+1 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 59% buying

13 buying9 selling
Last quarter: 13 funds bought or added vs 9 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~2 new funds per quarter

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

59% of holders stayed for 2+ years

59% conviction (2yr+) 28% medium 12% new
19 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.
⚠️

Saturation — most institutions already know this story

4 → 3 → 7 → 2 → 2 new funds/Q
New funds entering each quarter: 3 → 7 → 2 → 2. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Veteran-anchored — 62% veterans vs 22% newcomers

62% veterans 16% 1-2yr 22% new
Entry-cohort mix of 32 holders: 20 (62%) are 2+ year veterans, 5 entered 1–2 years ago, and 7 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
9 of 32 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 Q2, 13 hedge funds were net buyers of EPR/PRE (2 opened a new position, 11 added to an existing one), while 9 reduced or exited (7 trimmed, 2 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 21% of total institutional value in EPR/PRE is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). 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 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: EPR/PRE
32 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 32 32 -
13F Shares 2M 2M -26.73%
Total Value $47M $63M -24.1%
New Positions 2 2 -
Increased Positions 11 8 +3
Closed Positions 2 3 -1
Reduced Positions 7 11 -4
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 Q2)

32 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LDR Capital Management LLC 6.34% 173,004 $5.5M
2 Skaana Management L.P. 0.72% 102,498 $3.3M
3 Beverly Hills Private Wealth, LLC 0.52% 85,194 $2.7M
4 Warberg Asset Management LLC 0.32% 54,398 $1.7M
5 Infrastructure Capital Advisors, LLC 0.21% 111,300 $3.5M
6 Avise Financial Cooperative, Inc. 0.21% 9,164 $291K
7 Camden Asset Management L P /Ca 0.19% 197,382 $6.4M
8 MRP Capital Investments, LLC 0.12% 5,075 $161K
9 DigitalBridge Group, Inc. 0.12% 62,000 $2.0M
10 Palisade Capital Management, LP 0.08% 58,749 $1.9M
11 Westwood Holdings Group Inc 0.04% 183,506 $5.9M
12 Schnieders Capital Management, LLC. 0.04% 8,900 $283K
13 Aequim Alternative Investments LP 0.04% 71,692 $2.3M
14 Pasadena Private Wealth, LLC 0.03% 7,177 $228K
15 Heitman Real Estate Securities LLC 0.02% 7,835 $249K
16 Zazove Associates LLC 0.01% 5,122 $164K
17 Godfrey Financial Associates, Inc. 0.00% 100 $3K
18 BROOKFIELD Corp /ON/ 0.00% 22,392 $711K
19 Wealth Enhancement Advisory Services, LLC 0.00% 9,082 $296K
20 Ameriprise Financial Inc 0.00% 54,615 $1.7M
21 Manufacturers Life Insurance Company, the 0.00% 10,050 $319K
22 Steward Partners Investment Advisory, LLC 0.00% 800 $25K
23 LPL Financial LLC 0.00% 14,113 $448K
24 BlackRock, Inc. 0.00% 212,121 $6.7M
25 Wells Fargo & Company/Mn 0.00% 8,715 $277K
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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for EPR/PRE?

Slight buying edge — 59% buying: Last quarter: 13 funds bought or added vs 9 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

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

Strong quality — 21% AUM from major funds: 9 of 32 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held EPR/PRE?

59% of holders stayed for 2+ years: 19 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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