BDO Wealth Advisors’s EPR Properties EPR Stock Holding History

BDO 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 Q2	$21.1K	Hold	450	–	–	﹤0.01%	567
2023 Q1	$17.1K	Hold	450	–	–	﹤0.01%	602
2022 Q4	$17K	Hold	450	–	–	﹤0.01%	602
2022 Q3	$16K	Hold	450	–	–	﹤0.01%	615
2022 Q2	$21K	Hold	450	–	–	﹤0.01%	554
2022 Q1	$25K	Hold	450	–	–	﹤0.01%	560
2021 Q4	$21K	Hold	450	–	–	﹤0.01%	612
2021 Q3	$22K	Hold	450	–	–	﹤0.01%	591
2021 Q2	$24K	Hold	450	–	–	﹤0.01%	585
2021 Q1	$21K	Hold	450	–	–	﹤0.01%	608
2020 Q4	$15K	Buy	+450	New	+$13.2K	﹤0.01%	500

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

WCP

Waterfront Capital Partners New York $153M AUM 13.97% 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

BDO Wealth Advisors's EPR Position: Q2 2023 in Review

BDO Wealth Advisors held its EPR Properties (EPR) position steady in Q2 2023 at 450 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

BDO Wealth Advisors first reported a position in EPR in Q4 2020 and has held it in 11 quarters since. The position peaked at $25K in Q1 2022. 340 funds tracked by Wall St. Rank hold EPR as of Q2 2023.

BDO Wealth Advisors held 450 shares of EPR Properties worth $21.1K as of Q2 2023.
BDO Wealth Advisors left its EPR Properties share count unchanged in Q2 2023.
EPR Properties made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #567 holding.
BDO Wealth Advisors first reported a position in EPR Properties in Q4 2020 and has held it in 11 quarters since.
BDO Wealth Advisors's EPR Properties position peaked at $25K in Q1 2022.
340 funds tracked by Wall St. Rank held EPR Properties as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.