Delos Wealth Advisors’s EPR Properties EPR Stock Holding History

Delos Wealth 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
2023 Q1	–	Sell	-500	Closed	-$18.9K	–	400
2022 Q4	$18.9K	Hold	500	–	–	0.03%	98
2022 Q3	$18K	Buy	+500	New	+$23.6K	0.02%	93

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Delos Wealth Advisors's EPR Position: Q1 2023 in Review

Delos Wealth Advisors sold out of EPR Properties (EPR) in Q1 2023, closing a stake of 500 shares — an estimated $18.9K sold.

Delos Wealth Advisors first reported a position in EPR in Q3 2022 and held it in 2 quarters. The position peaked at $18.9K in Q4 2022. 326 funds tracked by Wall St. Rank hold EPR as of Q1 2023.

Delos Wealth Advisors reported no remaining EPR Properties position as of Q1 2023 after selling out during the quarter.
Delos Wealth Advisors sold 500 EPR Properties shares in Q1 2023, an estimated $18.9K.
Delos Wealth Advisors first reported a position in EPR Properties in Q3 2022 and held it in 2 quarters.
Delos Wealth Advisors's EPR Properties position peaked at $18.9K in Q4 2022.
326 funds tracked by Wall St. Rank held EPR Properties as of Q1 2023.

Based on Delos Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.