AWM
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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 $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return