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Ford Financial Group’s EPR Properties EPR Stock Holding History

Ford Financial Group’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
-2,957
Closed -$140 – 228
2021
Q4 		$140 Buy
+2,957
New +$147K 0.03% 130
2021
Q3 		– Sell
-3,016
Closed -$158K – 240
2021
Q2 		$158K Buy
+3,016
New +$150K 0.06% 123

Other funds holding EPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ford Financial Group's EPR Position: Q1 2022 in Review

Ford Financial Group sold out of EPR Properties (EPR) in Q1 2022, closing a stake of 2,957 shares — an estimated $140 sold.

Ford Financial Group first reported a position in EPR in Q2 2021 and held it in 2 quarters. The position peaked at $158K in Q2 2021. 352 funds tracked by Wall St. Rank hold EPR as of Q1 2022.

  • Ford Financial Group reported no remaining EPR Properties position as of Q1 2022 after selling out during the quarter.
  • Ford Financial Group sold 2,957 EPR Properties shares in Q1 2022, an estimated $140.
  • Ford Financial Group first reported a position in EPR Properties in Q2 2021 and held it in 2 quarters.
  • Ford Financial Group's EPR Properties position peaked at $158K in Q2 2021.
  • 352 funds tracked by Wall St. Rank held EPR Properties as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.