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Acorn Wealth Advisors’s EPR Properties EPR Stock Holding History

Acorn Wealth Advisors’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
2018
Q2 		– Sell
-138
Closed -$8K – 609
2018
Q1 		$8K Hold
138
– – 0.01% 544
2017
Q4 		$9K Buy
+138
New +$9.44K 0.01% 509

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Acorn Wealth Advisors's EPR Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of EPR Properties (EPR) in Q2 2018, closing a stake of 138 shares — an estimated $8K sold.

Acorn Wealth Advisors first reported a position in EPR in Q4 2017 and held it in 2 quarters. The position peaked at $9K in Q4 2017. 348 funds tracked by Wall St. Rank hold EPR as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining EPR Properties position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 138 EPR Properties shares in Q2 2018, an estimated $8K.
  • Acorn Wealth Advisors first reported a position in EPR Properties in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's EPR Properties position peaked at $9K in Q4 2017.
  • 348 funds tracked by Wall St. Rank held EPR Properties as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.