Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
AIM
Anchor Investment Management’s
EPR Properties
EPR
Stock Holding History
Anchor Investment Management’s Portfolio
EPR Stock Details
EPR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
–
Sell
-135
Closed
-$4.85K
–
956
2022
Q3
$4.85K
Buy
+135
New
+$6.37K
﹤0.01%
799
2020
Q2
–
Sell
-155
Closed
-$3.75K
–
886
2020
Q1
$3.75K
Hold
155
–
–
﹤0.01%
714
2019
Q4
$10.9K
Hold
155
–
–
﹤0.01%
640
2019
Q3
$11.9K
Hold
155
–
–
﹤0.01%
623
2019
Q2
$11.6K
Hold
155
–
–
﹤0.01%
618
2019
Q1
$11.9K
Hold
155
–
–
﹤0.01%
608
2018
Q4
$9.93K
Hold
155
–
–
﹤0.01%
619
2018
Q3
$10.6K
Hold
155
–
–
﹤0.01%
640
2018
Q2
$10K
Hold
155
–
–
﹤0.01%
653
2018
Q1
$8.59K
Hold
155
–
–
﹤0.01%
657
2017
Q4
$10.1K
Hold
155
–
–
﹤0.01%
635
2017
Q3
$10.8K
Hold
155
–
–
﹤0.01%
611
2017
Q2
$11.1K
Hold
155
–
–
﹤0.01%
549
2017
Q1
$11.4K
Hold
155
–
–
﹤0.01%
548
2016
Q4
$11.1K
Hold
155
–
–
﹤0.01%
531
2016
Q3
$12.2K
Hold
155
–
–
﹤0.01%
507
2016
Q2
$12.5K
Hold
155
–
–
﹤0.01%
499
2016
Q1
$10.3K
Buy
+155
New
+$9.45K
﹤0.01%
487
Other funds holding EPR
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$618B AUM
30.34%
1-Year Est. Return
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
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close