EWM
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Elite Wealth Management’s EPR Properties EPR Stock Holding History

Elite Wealth 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
2016
Q3 		$39K Buy
+500
New +$40K 0.06% 70

Other funds holding EPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Elite Wealth Management's EPR Position: Q3 2016 in Review

Elite Wealth Management opened a new position in EPR Properties (EPR) in Q3 2016: 500 shares worth $39K. The stake represents 0.06% of the portfolio and ranks #70 among its holdings.

310 funds tracked by Wall St. Rank hold EPR as of Q3 2016.

  • Elite Wealth Management held 500 shares of EPR Properties worth $39K as of Q3 2016.
  • EPR Properties was a new Elite Wealth Management position in Q3 2016.
  • EPR Properties made up 0.06% of Elite Wealth Management's portfolio in Q3 2016, its #70 holding.
  • 310 funds tracked by Wall St. Rank held EPR Properties as of Q3 2016.

Based on Elite Wealth Management's 13F filing for Q3 2016, filed 23 Nov 2016.