Cypress Capital’s EPR Properties EPR Stock Holding History

Cypress Capital’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 Q3	–	Sell	-110	Closed	-$4.62K	–	167
2024 Q2	$4.62K	Buy	+110	New	+$4.53K	﹤0.01%	237

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Cypress Capital's EPR Position: Q3 2024 in Review

Cypress Capital sold out of EPR Properties (EPR) in Q3 2024, closing a stake of 110 shares — an estimated $4.62K sold.

Cypress Capital first reported a position in EPR in Q2 2024 and held it in 1 quarter. The position peaked at $4.62K in Q2 2024. 356 funds tracked by Wall St. Rank hold EPR as of Q3 2024.

Cypress Capital reported no remaining EPR Properties position as of Q3 2024 after selling out during the quarter.
Cypress Capital sold 110 EPR Properties shares in Q3 2024, an estimated $4.62K.
Cypress Capital first reported a position in EPR Properties in Q2 2024 and held it in 1 quarter.
Cypress Capital's EPR Properties position peaked at $4.62K in Q2 2024.
356 funds tracked by Wall St. Rank held EPR Properties as of Q3 2024.

Based on Cypress Capital's 13F filing for Q3 2024, filed 12 Nov 2024.