Claro Advisors’s EPR Properties EPR Stock Holding History

Claro 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
2019 Q1	–	Sell	-39	Closed	-$3K	–	389
2018 Q4	$3K	Buy	+39	New	+$2.68K	﹤0.01%	856

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

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

Claro Advisors's EPR Position: Q1 2019 in Review

Claro Advisors sold out of EPR Properties (EPR) in Q1 2019, closing a stake of 39 shares — an estimated $3K sold.

Claro Advisors first reported a position in EPR in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 410 funds tracked by Wall St. Rank hold EPR as of Q1 2019.

Claro Advisors reported no remaining EPR Properties position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 39 EPR Properties shares in Q1 2019, an estimated $3K.
Claro Advisors first reported a position in EPR Properties in Q4 2018 and held it in 1 quarter.
Claro Advisors's EPR Properties position peaked at $3K in Q4 2018.
410 funds tracked by Wall St. Rank held EPR Properties as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.