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Fort Washington Investment Advisors’s EPR Properties EPR Stock Holding History

Fort Washington Investment Advisors’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
-9,800
Closed -$692K – 451
2019
Q4 		$692K Buy
9,800
+3,700
+61% +$273K 0.01% 349
2019
Q3 		$469K Buy
+6,100
New +$464K 0.01% 392
2018
Q1 		– Sell
-7,915
Closed -$518K – 568
2017
Q4 		$518K Sell
7,915
-3,000
-27% -$205K 0.01% 470
2017
Q3 		$761K Sell
10,915
-5,000
-31% -$352K 0.01% 347
2017
Q2 		$1.14M Buy
15,915
+300
+2% +$21.9K 0.02% 290
2017
Q1 		$1.15M Buy
15,615
+1,000
+7% +$73.8K 0.02% 295
2016
Q4 		$1.05M Buy
14,615
+300
+2% +$21.4K 0.02% 298
2016
Q3 		$1.13M Buy
14,315
+1,200
+9% +$95.9K 0.02% 255
2016
Q2 		$1.06M Sell
13,115
-10,300
-44% -$724K 0.02% 269
2016
Q1 		$1.56M Sell
23,415
-7,900
-25% -$482K 0.03% 234
2015
Q4 		$1.83M Sell
31,315
-400
-1% -$22.3K 0.04% 217
2015
Q3 		$1.64M Buy
31,715
+3,700
+13% +$200K 0.03% 234
2015
Q2 		$1.53M Buy
28,015
+1,800
+7% +$105K 0.03% 228
2015
Q1 		$1.57M Sell
26,215
-8,885
-25% -$545K 0.03% 224
2014
Q4 		$2.02M Buy
35,100
+800
+2% +$44.4K 0.04% 205
2014
Q3 		$1.74M Buy
34,300
+1,600
+5% +$88.5K 0.04% 219
2014
Q2 		$1.83M Buy
32,700
+2,900
+10% +$157K 0.04% 239
2014
Q1 		$1.59M Buy
29,800
+4,500
+18% +$232K 0.03% 226
2013
Q4 		$1.24M Buy
+25,300
New +$1.27M 0.03% 321

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 Washington Investment Advisors's EPR Position: Q1 2020 in Review

Fort Washington Investment Advisors sold out of EPR Properties (EPR) in Q1 2020, closing a stake of 9,800 shares — an estimated $692K sold.

Fort Washington Investment Advisors first reported a position in EPR in Q4 2013 and held it in 19 quarters. The position peaked at $2.02M in Q4 2014. 335 funds tracked by Wall St. Rank hold EPR as of Q1 2020.

  • Fort Washington Investment Advisors reported no remaining EPR Properties position as of Q1 2020 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 9,800 EPR Properties shares in Q1 2020, an estimated $692K.
  • Fort Washington Investment Advisors first reported a position in EPR Properties in Q4 2013 and held it in 19 quarters.
  • Fort Washington Investment Advisors's EPR Properties position peaked at $2.02M in Q4 2014.
  • 335 funds tracked by Wall St. Rank held EPR Properties as of Q1 2020.

Based on Fort Washington Investment Advisors's 13F filing for Q1 2020, filed 6 May 2020.