Evoke Wealth’s EPR Properties EPR Stock Holding History

Evoke Wealth’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
2021 Q2	–	Sell	-52	Closed	-$2K	–	1181
2021 Q1	$2K	Buy	+52	New	+$2.19K	﹤0.01%	1021
2020 Q1	–	Sell	-679	Closed	-$48.2K	–	1204
2019 Q4	$48.2K	Hold	679	–	–	0.01%	420
2019 Q3	$52.4K	Buy	+679	New	+$51.7K	0.01%	453

Other funds holding EPR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Evoke Wealth's EPR Position: Q2 2021 in Review

Evoke Wealth sold out of EPR Properties (EPR) in Q2 2021, closing a stake of 52 shares — an estimated $2K sold.

Evoke Wealth first reported a position in EPR in Q3 2019 and held it in 3 quarters. The position peaked at $52.4K in Q3 2019. 316 funds tracked by Wall St. Rank hold EPR as of Q2 2021.

Evoke Wealth reported no remaining EPR Properties position as of Q2 2021 after selling out during the quarter.
Evoke Wealth sold 52 EPR Properties shares in Q2 2021, an estimated $2K.
Evoke Wealth first reported a position in EPR Properties in Q3 2019 and held it in 3 quarters.
Evoke Wealth's EPR Properties position peaked at $52.4K in Q3 2019.
316 funds tracked by Wall St. Rank held EPR Properties as of Q2 2021.

Based on Evoke Wealth's 13F filing for Q2 2021, filed 5 Aug 2021.