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Accel Wealth Management’s EPR Properties EPR Stock Holding History

Accel Wealth Management’s Portfolio EPR Stock Details EPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-272
Closed -$10.4K – 375
2023
Q1 		$10.4K Hold
272
– – ﹤0.01% 870
2022
Q4 		$10.3K Buy
272
+83
+44% +$3.23K ﹤0.01% 699
2022
Q3 		$7K Hold
189
– – ﹤0.01% 798
2022
Q2 		$9K Buy
189
+31
+20% +$1.57K 0.01% 720
2022
Q1 		$9K Buy
+158
New +$7.65K ﹤0.01% 719
2021
Q3 		– Sell
-700
Closed -$37K – 838
2021
Q2 		$37K Hold
700
– – 0.02% 396
2021
Q1 		$33K Sell
700
-306
-30% -$12.9K 0.03% 397
2020
Q4 		$33K Buy
+1,006
New +$29.6K 0.03% 384

Other funds holding EPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WCP
Waterfront Capital Partners New York $153M AUM 13.97% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Accel Wealth Management's EPR Position: Q2 2023 in Review

Accel Wealth Management sold out of EPR Properties (EPR) in Q2 2023, closing a stake of 272 shares — an estimated $10.4K sold.

Accel Wealth Management first reported a position in EPR in Q4 2020 and held it in 8 quarters. The position peaked at $37K in Q2 2021. 339 funds tracked by Wall St. Rank hold EPR as of Q2 2023.

  • Accel Wealth Management reported no remaining EPR Properties position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 272 EPR Properties shares in Q2 2023, an estimated $10.4K.
  • Accel Wealth Management first reported a position in EPR Properties in Q4 2020 and held it in 8 quarters.
  • Accel Wealth Management's EPR Properties position peaked at $37K in Q2 2021.
  • 339 funds tracked by Wall St. Rank held EPR Properties as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.