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Foster & Motley’s EPR Properties EPR Stock Holding History

Foster & Motley’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
-11,183
Closed -$790K – 261
2019
Q4 		$790K Sell
11,183
-3,585
-24% -$264K 0.1% 156
2019
Q3 		$1.14M Buy
+14,768
New +$1.12M 0.15% 133

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

Foster & Motley's EPR Position: Q1 2020 in Review

Foster & Motley sold out of EPR Properties (EPR) in Q1 2020, closing a stake of 11,183 shares — an estimated $790K sold.

Foster & Motley first reported a position in EPR in Q3 2019 and held it in 2 quarters. The position peaked at $1.14M in Q3 2019. 335 funds tracked by Wall St. Rank hold EPR as of Q1 2020.

  • Foster & Motley reported no remaining EPR Properties position as of Q1 2020 after selling out during the quarter.
  • Foster & Motley sold 11,183 EPR Properties shares in Q1 2020, an estimated $790K.
  • Foster & Motley first reported a position in EPR Properties in Q3 2019 and held it in 2 quarters.
  • Foster & Motley's EPR Properties position peaked at $1.14M in Q3 2019.
  • 335 funds tracked by Wall St. Rank held EPR Properties as of Q1 2020.

Based on Foster & Motley's 13F filing for Q1 2020, filed 21 Apr 2020.