FIM
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Friedberg Investment Management’s EPR Properties EPR Stock Holding History

Friedberg 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
2017
Q3 		$870K Sell
12,470
-38,237
-75% -$2.69M 1.41% 29
2017
Q2 		$3.64M Sell
50,707
-503
-1% -$36.7K 1.56% 24
2017
Q1 		$3.77M Sell
51,210
-480
-0.9% -$35.4K 1.59% 24
2016
Q4 		$3.71M Buy
51,690
+4,340
+9% +$310K 1.7% 21
2016
Q3 		$3.73M Buy
47,350
+70
+0.1% +$5.59K 1.61% 21
2016
Q2 		$3.81M Sell
47,280
-200
-0.4% -$14.1K 1.8% 20
2016
Q1 		$3.16M Buy
47,480
+1,000
+2% +$61K 1.58% 24
2015
Q4 		$2.72M Buy
46,480
+3,420
+8% +$191K 1.32% 29
2015
Q3 		$2.22M Buy
43,060
+1,000
+2% +$54.1K 1.06% 42
2015
Q2 		$2.3M Sell
42,060
-200
-0.5% -$11.6K 0.87% 43
2015
Q1 		$2.54M Hold
42,260
– – 0.92% 45
2014
Q4 		$2.44M Buy
42,260
+200
+0.5% +$11.1K 0.96% 45
2014
Q3 		$2.13M Buy
42,060
+4,970
+13% +$275K 0.82% 51
2014
Q2 		$2.07M Buy
37,090
+10,780
+41% +$584K 0.76% 53
2014
Q1 		$1.41M Buy
26,310
+11,000
+72% +$567K 0.55% 64
2013
Q4 		$752K Buy
15,310
+10,320
+207% +$517K 0.3% 80
2013
Q3 		$243K Hold
4,990
– – 0.11% 86
2013
Q2 		$251K Buy
+4,990
New +$271K 0.11% 87

Other funds holding EPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Friedberg Investment Management's EPR Position: Q3 2017 in Review

Friedberg Investment Management reduced its EPR Properties (EPR) stake by 75% in Q3 2017, selling an estimated $2.69M and leaving 12,470 shares worth $870K. The position accounts for 1.41% of the portfolio, ranked #29.

Friedberg Investment Management first reported a position in EPR in Q2 2013 and has held it in 18 quarters since. The position peaked at $3.81M in Q2 2016. 342 funds tracked by Wall St. Rank hold EPR as of Q3 2017.

  • Friedberg Investment Management held 12,470 shares of EPR Properties worth $870K as of Q3 2017.
  • Friedberg Investment Management sold 38,237 EPR Properties shares in Q3 2017, an estimated $2.69M.
  • EPR Properties made up 1.41% of Friedberg Investment Management's portfolio in Q3 2017, its #29 holding.
  • Friedberg Investment Management first reported a position in EPR Properties in Q2 2013 and has held it in 18 quarters since.
  • Friedberg Investment Management's EPR Properties position peaked at $3.81M in Q2 2016.
  • 342 funds tracked by Wall St. Rank held EPR Properties as of Q3 2017.

Based on Friedberg Investment Management's 13F filing for Q3 2017, filed 8 Nov 2017.