Berman Capital Advisors’s EPR Properties EPR Stock Holding History

Berman Capital 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
2021 Q3	$23K	Hold	469	–	–	﹤0.01%	930
2021 Q2	$24K	Hold	469	–	–	﹤0.01%	836
2021 Q1	$21K	Hold	469	–	–	﹤0.01%	769
2020 Q4	$15K	Sell	469 -14	-3%	-$412	﹤0.01%	756
2020 Q3	$13K	Hold	483	–	–	﹤0.01%	715
2020 Q2	$16K	Buy	483 +451	+1,409%	+$13.4K	﹤0.01%	607
2020 Q1	$0	Sell	32 -91	-74%	-$5.22K	﹤0.01%	1522
2019 Q4	$8K	Buy	123 +62	+102%	+$4.57K	﹤0.01%	823
2019 Q3	$4K	Buy	61 +1	+2%	+$76	﹤0.01%	996
2019 Q2	$4K	Hold	60	–	–	﹤0.01%	1012
2019 Q1	$4K	Buy	60 +30	+100%	+$2.18K	﹤0.01%	912
2018 Q4	$1K	Buy	+30	New	+$2.06K	﹤0.01%	984

Other funds holding EPR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Berman Capital Advisors's EPR Position: Q3 2021 in Review

Berman Capital Advisors held its EPR Properties (EPR) position steady in Q3 2021 at 469 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #930.

Berman Capital Advisors first reported a position in EPR in Q4 2018 and has held it in 12 quarters since. The position peaked at $24K in Q2 2021. 309 funds tracked by Wall St. Rank hold EPR as of Q3 2021.

Berman Capital Advisors held 469 shares of EPR Properties worth $23K as of Q3 2021.
Berman Capital Advisors left its EPR Properties share count unchanged in Q3 2021.
EPR Properties made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #930 holding.
Berman Capital Advisors first reported a position in EPR Properties in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's EPR Properties position peaked at $24K in Q2 2021.
309 funds tracked by Wall St. Rank held EPR Properties as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.