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Baldrige Asset Management’s EPR Properties EPR Stock Holding History

Baldrige Asset 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
2023
Q1 		$0 Buy
+9
New +$359 ﹤0.01% 419

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Baldrige Asset Management's EPR Position: Q1 2023 in Review

Baldrige Asset Management opened a new position in EPR Properties (EPR) in Q1 2023: 9 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #419 among its holdings.

327 funds tracked by Wall St. Rank hold EPR as of Q1 2023.

  • Baldrige Asset Management held 9 shares of EPR Properties worth $0 as of Q1 2023.
  • EPR Properties was a new Baldrige Asset Management position in Q1 2023.
  • EPR Properties made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #419 holding.
  • 327 funds tracked by Wall St. Rank held EPR Properties as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.