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Burney Company’s EPR Properties EPR Stock Holding History

Burney Company’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
2024
Q4 		– Sell
-4,698
Closed -$230K – 598
2024
Q3 		$230K Buy
+4,698
New +$214K 0.01% 571
2020
Q1 		– Sell
-4,672
Closed -$330K – 442
2019
Q4 		$330K Buy
4,672
+352
+8% +$26K 0.02% 382
2019
Q3 		$332K Buy
4,320
+80
+2% +$6.09K 0.02% 363
2019
Q2 		$316K Hold
4,240
– – 0.02% 381
2019
Q1 		$326K Buy
4,240
+674
+19% +$49K 0.02% 370
2018
Q4 		$228K Buy
3,566
+615
+21% +$42.3K 0.02% 398
2018
Q3 		$202K Buy
+2,951
New +$201K 0.01% 432

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Burney Company's EPR Position: Q4 2024 in Review

Burney Company sold out of EPR Properties (EPR) in Q4 2024, closing a stake of 4,698 shares — an estimated $230K sold.

Burney Company first reported a position in EPR in Q3 2018 and held it in 7 quarters. The position peaked at $332K in Q3 2019. 363 funds tracked by Wall St. Rank hold EPR as of Q4 2024.

  • Burney Company reported no remaining EPR Properties position as of Q4 2024 after selling out during the quarter.
  • Burney Company sold 4,698 EPR Properties shares in Q4 2024, an estimated $230K.
  • Burney Company first reported a position in EPR Properties in Q3 2018 and held it in 7 quarters.
  • Burney Company's EPR Properties position peaked at $332K in Q3 2019.
  • 363 funds tracked by Wall St. Rank held EPR Properties as of Q4 2024.

Based on Burney Company's 13F filing for Q4 2024, filed 14 Jan 2025.