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Amalgamated Financial’s EPR Properties EPR Stock Holding History

Amalgamated Financial’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
2022
Q1 		$2.82M Buy
+51,599
New +$2.5M 0.02% 759

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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Amalgamated Financial's EPR Position: Q1 2022 in Review

Amalgamated Financial opened a new position in EPR Properties (EPR) in Q1 2022: 51,599 shares worth $2.82M. The stake represents 0.02% of the portfolio and ranks #759 among its holdings.

352 funds tracked by Wall St. Rank hold EPR as of Q1 2022.

  • Amalgamated Financial held 51,599 shares of EPR Properties worth $2.82M as of Q1 2022.
  • EPR Properties was a new Amalgamated Financial position in Q1 2022.
  • EPR Properties made up 0.02% of Amalgamated Financial's portfolio in Q1 2022, its #759 holding.
  • 352 funds tracked by Wall St. Rank held EPR Properties as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.