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American National Bank & Trust’s EPR Properties EPR Stock Holding History

American National Bank & Trust’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
Q4 		– Sell
-4
Closed -$166 – 584
2023
Q3 		$166 Hold
4
– – ﹤0.01% 583
2023
Q2 		$187 Hold
4
– – ﹤0.01% 563
2023
Q1 		$152 Hold
4
– – ﹤0.01% 559
2022
Q4 		$1K Buy
+4
New +$156 ﹤0.01% 537

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
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

American National Bank & Trust's EPR Position: Q4 2023 in Review

American National Bank & Trust sold out of EPR Properties (EPR) in Q4 2023, closing a stake of 4 shares — an estimated $166 sold.

American National Bank & Trust first reported a position in EPR in Q4 2022 and held it in 4 quarters. The position peaked at $1K in Q4 2022. 353 funds tracked by Wall St. Rank hold EPR as of Q4 2023.

  • American National Bank & Trust reported no remaining EPR Properties position as of Q4 2023 after selling out during the quarter.
  • American National Bank & Trust sold 4 EPR Properties shares in Q4 2023, an estimated $166.
  • American National Bank & Trust first reported a position in EPR Properties in Q4 2022 and held it in 4 quarters.
  • American National Bank & Trust's EPR Properties position peaked at $1K in Q4 2022.
  • 353 funds tracked by Wall St. Rank held EPR Properties as of Q4 2023.

Based on American National Bank & Trust's 13F filing for Q4 2023, filed 8 Feb 2024.