BFG
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Baron Financial Group’s EPR Properties EPR Stock Holding History

Baron Financial Group’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
Q3 		– Sell
-188
Closed -$8.82K – 97
2022
Q2 		$8.82K Hold
188
– – 0.01% 156
2022
Q1 		$10.3K Hold
188
– – 0.01% 162
2021
Q4 		$8.93K Hold
188
– – 0.01% 169
2021
Q3 		$9.28K Hold
188
– – 0.01% 170
2021
Q2 		$9.9K Hold
188
– – 0.01% 172
2021
Q1 		$8.76K Hold
188
– – 0.01% 175
2020
Q4 		$6.11K Hold
188
– – ﹤0.01% 195
2020
Q3 		$5.17K Buy
+188
New +$5.88K ﹤0.01% 203

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
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return