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B. Riley Wealth Advisors’s EPR Properties EPR Stock Holding History

B. Riley Wealth Advisors’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
Q3 		– Sell
-8,737
Closed -$411K – 1558
2023
Q2 		$411K Buy
8,737
+34
+0.4% +$1.44K 0.01% 959
2023
Q1 		$334K Buy
8,703
+317
+4% +$12.6K 0.01% 1013
2022
Q4 		$319K Sell
8,386
-4,803
-36% -$187K 0.01% 1022
2022
Q3 		$473K Buy
13,189
+746
+6% +$35.2K 0.01% 780
2022
Q2 		$584K Buy
12,443
+6,935
+126% +$351K 0.02% 595
2022
Q1 		$302K Buy
5,508
+654
+13% +$31.7K 0.01% 1004
2021
Q4 		$231K Buy
4,854
+604
+14% +$30K 0.01% 1204
2021
Q3 		$210K Buy
+4,250
New +$216K 0.01% 1224
2019
Q4 		– Sell
-2,640
Closed -$203K – 860
2019
Q3 		$203K Sell
2,640
-854
-24% -$65K 0.02% 724
2019
Q2 		$261K Sell
3,494
-137
-4% -$10.7K 0.03% 621
2019
Q1 		$280K Buy
3,631
+126
+4% +$9.17K 0.04% 527
2018
Q4 		$225K Buy
+3,505
New +$241K 0.03% 543
2015
Q1 		– Sell
-1,309
Closed -$75K – 979
2014
Q4 		$75K Buy
+1,309
New +$72.7K ﹤0.01% 1870
2014
Q3 		– Sell
-1,338
Closed -$74.7K – 1003
2014
Q2 		$74.7K Buy
+1,338
New +$72.5K 0.02% 849

Other funds holding EPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

B. Riley Wealth Advisors's EPR Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of EPR Properties (EPR) in Q3 2023, closing a stake of 8,737 shares — an estimated $411K sold.

B. Riley Wealth Advisors first reported a position in EPR in Q2 2014 and held it in 14 quarters. The position peaked at $584K in Q2 2022. 326 funds tracked by Wall St. Rank hold EPR as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining EPR Properties position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 8,737 EPR Properties shares in Q3 2023, an estimated $411K.
  • B. Riley Wealth Advisors first reported a position in EPR Properties in Q2 2014 and held it in 14 quarters.
  • B. Riley Wealth Advisors's EPR Properties position peaked at $584K in Q2 2022.
  • 326 funds tracked by Wall St. Rank held EPR Properties as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.