CM
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Columbus Macro’s EPR Properties EPR Stock Holding History

Columbus Macro’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
2018
Q3 		– Sell
-6,259
Closed -$408K – 124
2018
Q2 		$408K Sell
6,259
-65,614
-91% -$3.88M 0.11% 110
2018
Q1 		$3.98M Buy
71,873
+3,842
+6% +$223K 1.03% 41
2017
Q4 		$4.46M Buy
+68,031
New +$4.65M 1.39% 35

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Columbus Macro's EPR Position: Q3 2018 in Review

Columbus Macro sold out of EPR Properties (EPR) in Q3 2018, closing a stake of 6,259 shares — an estimated $408K sold.

Columbus Macro first reported a position in EPR in Q4 2017 and held it in 3 quarters. The position peaked at $4.46M in Q4 2017. 364 funds tracked by Wall St. Rank hold EPR as of Q3 2018.

  • Columbus Macro reported no remaining EPR Properties position as of Q3 2018 after selling out during the quarter.
  • Columbus Macro sold 6,259 EPR Properties shares in Q3 2018, an estimated $408K.
  • Columbus Macro first reported a position in EPR Properties in Q4 2017 and held it in 3 quarters.
  • Columbus Macro's EPR Properties position peaked at $4.46M in Q4 2017.
  • 364 funds tracked by Wall St. Rank held EPR Properties as of Q3 2018.

Based on Columbus Macro's 13F filing for Q3 2018, filed 12 Oct 2018.