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Beck Capital Management’s EPR Properties EPR Stock Holding History

Beck Capital 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
2017
Q2 		– Sell
-2,988
Closed -$220K – 102
2017
Q1 		$220K Sell
2,988
-764
-20% -$56.4K 0.12% 91
2016
Q4 		$269K Buy
3,752
+45
+1% +$3.21K 0.15% 83
2016
Q3 		$292K Buy
3,707
+11
+0.3% +$879 0.18% 88
2016
Q2 		$298K Buy
+3,696
New +$260K 0.19% 87
2015
Q2 		– Sell
-21,647
Closed -$1.3M – 144
2015
Q1 		$1.3M Buy
+21,647
New +$1.33M 0.74% 43

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Beck Capital Management's EPR Position: Q2 2017 in Review

Beck Capital Management sold out of EPR Properties (EPR) in Q2 2017, closing a stake of 2,988 shares — an estimated $220K sold.

Beck Capital Management first reported a position in EPR in Q1 2015 and held it in 5 quarters. The position peaked at $1.3M in Q1 2015. 346 funds tracked by Wall St. Rank hold EPR as of Q2 2017.

  • Beck Capital Management reported no remaining EPR Properties position as of Q2 2017 after selling out during the quarter.
  • Beck Capital Management sold 2,988 EPR Properties shares in Q2 2017, an estimated $220K.
  • Beck Capital Management first reported a position in EPR Properties in Q1 2015 and held it in 5 quarters.
  • Beck Capital Management's EPR Properties position peaked at $1.3M in Q1 2015.
  • 346 funds tracked by Wall St. Rank held EPR Properties as of Q2 2017.

Based on Beck Capital Management's 13F filing for Q2 2017, filed 14 Aug 2017.