Freedom Wealth Alliance’s EPR Properties EPR Stock Holding History

Freedom Wealth Alliance’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
2023 Q1	–	Sell	-200	Closed	-$7.54K	–	181
2022 Q4	$7.54K	Buy	+200	New	+$7.78K	0.01%	314

Other funds holding EPR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Freedom Wealth Alliance's EPR Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of EPR Properties (EPR) in Q1 2023, closing a stake of 200 shares — an estimated $7.54K sold.

Freedom Wealth Alliance first reported a position in EPR in Q4 2022 and held it in 1 quarter. The position peaked at $7.54K in Q4 2022. 327 funds tracked by Wall St. Rank hold EPR as of Q1 2023.

Freedom Wealth Alliance reported no remaining EPR Properties position as of Q1 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 200 EPR Properties shares in Q1 2023, an estimated $7.54K.
Freedom Wealth Alliance first reported a position in EPR Properties in Q4 2022 and held it in 1 quarter.
Freedom Wealth Alliance's EPR Properties position peaked at $7.54K in Q4 2022.
327 funds tracked by Wall St. Rank held EPR Properties as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.