American National Registered Investment Advisor’s EPR Properties EPR Stock Holding History

American National Registered Investment Advisor’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
2020 Q1	–	Sell	-3,225	Closed	-$228K	–	201
2019 Q4	$228K	Hold	3,225	–	–	0.11%	200
2019 Q3	$248K	Hold	3,225	–	–	0.14%	190
2019 Q2	$241K	Sell	3,225 -35	-1%	-$2.73K	0.14%	191
2019 Q1	$251K	Sell	3,260 -40	-1%	-$2.91K	0.14%	195
2018 Q4	$211K	Hold	3,300	–	–	0.13%	193
2018 Q3	$226K	Sell	3,300 -700	-18%	-$47.6K	0.12%	201
2018 Q2	$259K	Hold	4,000	–	–	0.12%	223
2018 Q1	$222K	Sell	4,000 -95	-2%	-$5.5K	0.11%	224
2017 Q4	$268K	Hold	4,095	–	–	0.13%	220
2017 Q3	$286K	Sell	4,095 -1,345	-25%	-$94.7K	0.14%	215
2017 Q2	$391K	Hold	5,440	–	–	0.16%	203
2017 Q1	$401K	Hold	5,440	–	–	0.17%	201
2016 Q4	$390K	Hold	5,440	–	–	0.18%	185
2016 Q3	$428K	Hold	5,440	–	–	0.2%	173
2016 Q2	$439K	Hold	5,440	–	–	0.2%	171
2016 Q1	$362K	Hold	5,440	–	–	0.18%	186
2015 Q4	$318K	Buy	+5,440	New	+$304K	0.16%	209

Other funds holding EPR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NTCM

Nut Tree Capital Management New York $419M AUM 65.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American National Registered Investment Advisor's EPR Position: Q1 2020 in Review

American National Registered Investment Advisor sold out of EPR Properties (EPR) in Q1 2020, closing a stake of 3,225 shares — an estimated $228K sold.

American National Registered Investment Advisor first reported a position in EPR in Q4 2015 and held it in 17 quarters. The position peaked at $439K in Q2 2016. 335 funds tracked by Wall St. Rank hold EPR as of Q1 2020.

American National Registered Investment Advisor reported no remaining EPR Properties position as of Q1 2020 after selling out during the quarter.
American National Registered Investment Advisor sold 3,225 EPR Properties shares in Q1 2020, an estimated $228K.
American National Registered Investment Advisor first reported a position in EPR Properties in Q4 2015 and held it in 17 quarters.
American National Registered Investment Advisor's EPR Properties position peaked at $439K in Q2 2016.
335 funds tracked by Wall St. Rank held EPR Properties as of Q1 2020.

Based on American National Registered Investment Advisor's 13F filing for Q1 2020, filed 1 May 2020.