AWM
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Accurate Wealth Management’s EPR Properties EPR Stock Holding History

Accurate 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
Q1 		– Sell
-678
Closed -$25.4K – 605
2022
Q4 		$25.4K Buy
+678
New +$26.4K 0.01% 615

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Accurate Wealth Management's EPR Position: Q1 2023 in Review

Accurate Wealth Management sold out of EPR Properties (EPR) in Q1 2023, closing a stake of 678 shares — an estimated $25.4K sold.

Accurate Wealth Management first reported a position in EPR in Q4 2022 and held it in 1 quarter. The position peaked at $25.4K in Q4 2022. 327 funds tracked by Wall St. Rank hold EPR as of Q1 2023.

  • Accurate Wealth Management reported no remaining EPR Properties position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 678 EPR Properties shares in Q1 2023, an estimated $25.4K.
  • Accurate Wealth Management first reported a position in EPR Properties in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's EPR Properties position peaked at $25.4K in Q4 2022.
  • 327 funds tracked by Wall St. Rank held EPR Properties as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.