Elmwood Wealth Management’s EPR Properties EPR Stock Holding History

Elmwood 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
2022 Q1	–	Sell	-250	Closed	-$12K	–	171
2021 Q4	$12K	Buy	+250	New	+$12.4K	0.01%	279

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

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

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

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

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

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

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

Elmwood Wealth Management's EPR Position: Q1 2022 in Review

Elmwood Wealth Management sold out of EPR Properties (EPR) in Q1 2022, closing a stake of 250 shares — an estimated $12K sold.

Elmwood Wealth Management first reported a position in EPR in Q4 2021 and held it in 1 quarter. The position peaked at $12K in Q4 2021. 352 funds tracked by Wall St. Rank hold EPR as of Q1 2022.

Elmwood Wealth Management reported no remaining EPR Properties position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 250 EPR Properties shares in Q1 2022, an estimated $12K.
Elmwood Wealth Management first reported a position in EPR Properties in Q4 2021 and held it in 1 quarter.
Elmwood Wealth Management's EPR Properties position peaked at $12K in Q4 2021.
352 funds tracked by Wall St. Rank held EPR Properties as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.