Anchor Investment Management’s EPR Properties EPR Stock Holding History

Anchor Investment Management’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 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 $6.73T AUM 46.02% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Anchor Investment Management's EPR Position: Q4 2022 in Review

Anchor Investment Management sold out of EPR Properties (EPR) in Q4 2022, closing a stake of 135 shares — an estimated $4.85K sold.

Anchor Investment Management first reported a position in EPR in Q1 2016 and held it in 18 quarters. The position peaked at $12.5K in Q2 2016. 332 funds tracked by Wall St. Rank hold EPR as of Q4 2022.

Anchor Investment Management reported no remaining EPR Properties position as of Q4 2022 after selling out during the quarter.
Anchor Investment Management sold 135 EPR Properties shares in Q4 2022, an estimated $4.85K.
Anchor Investment Management first reported a position in EPR Properties in Q1 2016 and held it in 18 quarters.
Anchor Investment Management's EPR Properties position peaked at $12.5K in Q2 2016.
332 funds tracked by Wall St. Rank held EPR Properties as of Q4 2022.

Based on Anchor Investment Management's 13F filing for Q4 2022, filed 2 Jan 2024.