Core Wealth Advisors (Florida)’s EPR Properties EPR Stock Holding History

Core Wealth Advisors (Florida)’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
2023 Q2	–	Sell	-120	Closed	-$4.57K	–	249
2023 Q1	$4.57K	Hold	120	–	–	﹤0.01%	202
2022 Q4	$4.53K	Hold	120	–	–	﹤0.01%	219
2022 Q3	$4K	Buy	120 +45	+60%	+$2.12K	﹤0.01%	181
2022 Q2	$4K	Hold	75	–	–	﹤0.01%	181
2022 Q1	$4K	Hold	75	–	–	﹤0.01%	169
2021 Q4	$4K	Hold	75	–	–	﹤0.01%	186
2021 Q3	$4K	Hold	75	–	–	﹤0.01%	166
2021 Q2	$4K	Hold	75	–	–	﹤0.01%	162
2021 Q1	$3K	Hold	75	–	–	﹤0.01%	152
2020 Q4	$2K	Hold	75	–	–	﹤0.01%	159
2020 Q3	$2K	Hold	75	–	–	﹤0.01%	134
2020 Q2	$2K	Hold	75	–	–	﹤0.01%	110
2020 Q1	$2K	Hold	75	–	–	﹤0.01%	129
2019 Q4	$5K	Buy	+75	New	+$5.53K	﹤0.01%	98

Other funds holding EPR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WCP

Waterfront Capital Partners New York $153M AUM 13.97% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Core Wealth Advisors (Florida)'s EPR Position: Q2 2023 in Review

Core Wealth Advisors (Florida) sold out of EPR Properties (EPR) in Q2 2023, closing a stake of 120 shares — an estimated $4.57K sold.

Core Wealth Advisors (Florida) first reported a position in EPR in Q4 2019 and held it in 14 quarters. The position peaked at $5K in Q4 2019. 339 funds tracked by Wall St. Rank hold EPR as of Q2 2023.

Core Wealth Advisors (Florida) reported no remaining EPR Properties position as of Q2 2023 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 120 EPR Properties shares in Q2 2023, an estimated $4.57K.
Core Wealth Advisors (Florida) first reported a position in EPR Properties in Q4 2019 and held it in 14 quarters.
Core Wealth Advisors (Florida)'s EPR Properties position peaked at $5K in Q4 2019.
339 funds tracked by Wall St. Rank held EPR Properties as of Q2 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2023, filed 14 Aug 2023.