Driehaus Capital Management’s EPR Properties EPR Stock Holding History

Driehaus Capital Management’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
2020 Q1	–	Sell	-8,119	Closed	-$574K	–	440
2019 Q4	$574K	Buy	+8,119	New	+$599K	0.02%	374
2019 Q2	–	Sell	-12,185	Closed	-$937K	–	488
2019 Q1	$937K	Sell	12,185 -19,659	-62%	-$1.43M	0.04%	284
2018 Q4	$2.04M	Buy	+31,844	New	+$2.19M	0.09%	222
2017 Q2	–	Sell	-113,092	Closed	-$8.33M	–	571
2017 Q1	$8.33M	Buy	113,092 +37,133	+49%	+$2.74M	0.29%	73
2016 Q4	$5.45M	Buy	75,959 +35,299	+87%	+$2.52M	0.19%	117
2016 Q3	$3.2M	Buy	40,660 +6,721	+20%	+$537K	0.11%	194
2016 Q2	$2.74M	Buy	33,939 +1,292	+4%	+$90.9K	0.1%	216
2016 Q1	$2.17M	Buy	32,647 +20,947	+179%	+$1.28M	0.07%	270
2015 Q4	$684K	Buy	+11,700	New	+$653K	0.02%	416
2014 Q3	–	Sell	-18,700	Closed	-$1.04M	–	551
2014 Q2	$1.04M	Sell	18,700 -34,418	-65%	-$1.86M	0.03%	435
2014 Q1	$2.84M	Buy	+53,118	New	+$2.74M	0.09%	271

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NTCM

Nut Tree Capital Management New York $419M AUM 65.06% 1-Year Est. Return

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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

Driehaus Capital Management's EPR Position: Q1 2020 in Review

Driehaus Capital Management sold out of EPR Properties (EPR) in Q1 2020, closing a stake of 8,119 shares — an estimated $574K sold.

Driehaus Capital Management first reported a position in EPR in Q1 2014 and held it in 11 quarters. The position peaked at $8.33M in Q1 2017. 335 funds tracked by Wall St. Rank hold EPR as of Q1 2020.

Driehaus Capital Management reported no remaining EPR Properties position as of Q1 2020 after selling out during the quarter.
Driehaus Capital Management sold 8,119 EPR Properties shares in Q1 2020, an estimated $574K.
Driehaus Capital Management first reported a position in EPR Properties in Q1 2014 and held it in 11 quarters.
Driehaus Capital Management's EPR Properties position peaked at $8.33M in Q1 2017.
335 funds tracked by Wall St. Rank held EPR Properties as of Q1 2020.

Based on Driehaus Capital Management's 13F filing for Q1 2020, filed 15 May 2020.