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Freedom Investment Management’s EPR Properties EPR Stock Holding History

Freedom Investment Management’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
2018
Q2 		– Sell
-6,375
Closed -$353K – 999
2018
Q1 		$353K Buy
6,375
+982
+18% +$56.9K 0.02% 821
2017
Q4 		$353K Buy
5,393
+1,161
+27% +$79.4K 0.02% 814
2017
Q3 		$295K Buy
4,232
+782
+23% +$55.1K 0.02% 857
2017
Q2 		$248K Buy
3,450
+348
+11% +$25.4K 0.01% 888
2017
Q1 		$228K Buy
+3,102
New +$229K 0.01% 909

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Freedom Investment Management's EPR Position: Q2 2018 in Review

Freedom Investment Management sold out of EPR Properties (EPR) in Q2 2018, closing a stake of 6,375 shares — an estimated $353K sold.

Freedom Investment Management first reported a position in EPR in Q1 2017 and held it in 5 quarters. The position peaked at $353K in Q1 2018. 348 funds tracked by Wall St. Rank hold EPR as of Q2 2018.

  • Freedom Investment Management reported no remaining EPR Properties position as of Q2 2018 after selling out during the quarter.
  • Freedom Investment Management sold 6,375 EPR Properties shares in Q2 2018, an estimated $353K.
  • Freedom Investment Management first reported a position in EPR Properties in Q1 2017 and held it in 5 quarters.
  • Freedom Investment Management's EPR Properties position peaked at $353K in Q1 2018.
  • 348 funds tracked by Wall St. Rank held EPR Properties as of Q2 2018.

Based on Freedom Investment Management's 13F filing for Q2 2018, filed 27 Jul 2018.