Gen-Wealth Partners’s EPR Properties EPR Stock Holding History

Gen-Wealth Partners’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
2024 Q3	–	Sell	-40	Closed	-$1.68K	–	679
2024 Q2	$1.68K	Hold	40	–	–	﹤0.01%	585
2024 Q1	$1.7K	Buy	+40	New	+$1.74K	﹤0.01%	570

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Gen-Wealth Partners's EPR Position: Q3 2024 in Review

Gen-Wealth Partners sold out of EPR Properties (EPR) in Q3 2024, closing a stake of 40 shares — an estimated $1.68K sold.

Gen-Wealth Partners first reported a position in EPR in Q1 2024 and held it in 2 quarters. The position peaked at $1.7K in Q1 2024. 356 funds tracked by Wall St. Rank hold EPR as of Q3 2024.

Gen-Wealth Partners reported no remaining EPR Properties position as of Q3 2024 after selling out during the quarter.
Gen-Wealth Partners sold 40 EPR Properties shares in Q3 2024, an estimated $1.68K.
Gen-Wealth Partners first reported a position in EPR Properties in Q1 2024 and held it in 2 quarters.
Gen-Wealth Partners's EPR Properties position peaked at $1.7K in Q1 2024.
356 funds tracked by Wall St. Rank held EPR Properties as of Q3 2024.

Based on Gen-Wealth Partners's 13F filing for Q3 2024, filed 13 Nov 2024.