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Fort LP’s EPR Properties EPR Stock Holding History

Fort LP’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
-679
Closed -$48K – 404
2019
Q4 		$48K Sell
679
-22
-3% -$1.62K 0.01% 398
2019
Q3 		$54K Buy
+701
New +$53.4K 0.01% 368
2019
Q1 		– Sell
-560
Closed -$36K – 460
2018
Q4 		$36K Buy
560
+355
+173% +$24.4K 0.01% 361
2018
Q3 		$14K Buy
+205
New +$13.9K ﹤0.01% 393

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NTCM
Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fort LP's EPR Position: Q1 2020 in Review

Fort LP sold out of EPR Properties (EPR) in Q1 2020, closing a stake of 679 shares — an estimated $48K sold.

Fort LP first reported a position in EPR in Q3 2018 and held it in 4 quarters. The position peaked at $54K in Q3 2019. 335 funds tracked by Wall St. Rank hold EPR as of Q1 2020.

  • Fort LP reported no remaining EPR Properties position as of Q1 2020 after selling out during the quarter.
  • Fort LP sold 679 EPR Properties shares in Q1 2020, an estimated $48K.
  • Fort LP first reported a position in EPR Properties in Q3 2018 and held it in 4 quarters.
  • Fort LP's EPR Properties position peaked at $54K in Q3 2019.
  • 335 funds tracked by Wall St. Rank held EPR Properties as of Q1 2020.

Based on Fort LP's 13F filing for Q1 2020, filed 14 May 2020.