GA
EPR icon

Geneva Advisors’s EPR Properties EPR Stock Holding History

Geneva Advisors’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
Q2 		$797K Buy
+11,095
New +$808K 0.01% 411

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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
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

Geneva Advisors's EPR Position: Q2 2017 in Review

Geneva Advisors opened a new position in EPR Properties (EPR) in Q2 2017: 11,095 shares worth $797K. The stake represents 0.01% of the portfolio and ranks #411 among its holdings.

346 funds tracked by Wall St. Rank hold EPR as of Q2 2017.

  • Geneva Advisors held 11,095 shares of EPR Properties worth $797K as of Q2 2017.
  • EPR Properties was a new Geneva Advisors position in Q2 2017.
  • EPR Properties made up 0.01% of Geneva Advisors's portfolio in Q2 2017, its #411 holding.
  • 346 funds tracked by Wall St. Rank held EPR Properties as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.