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GHP Investment Advisors’s EPR Properties EPR Stock Holding History

GHP Investment 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
2024
Q4 		– Sell
-100
Closed -$4.9K – 998
2024
Q3 		$4.9K Hold
100
– – ﹤0.01% 803
2024
Q2 		$4.2K Hold
100
– – ﹤0.01% 792
2024
Q1 		$4.25K Hold
100
– – ﹤0.01% 720
2023
Q4 		$4.84K Hold
100
– – ﹤0.01% 712
2023
Q3 		$4.25K Hold
100
– – ﹤0.01% 802
2023
Q2 		$4.28K Hold
100
– – ﹤0.01% 785
2023
Q1 		$3.81K Hold
100
– – ﹤0.01% 795
2022
Q4 		$3.77K Hold
100
– – ﹤0.01% 797
2022
Q3 		$4K Buy
+100
New +$4.72K ﹤0.01% 796

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GHP Investment Advisors's EPR Position: Q4 2024 in Review

GHP Investment Advisors sold out of EPR Properties (EPR) in Q4 2024, closing a stake of 100 shares — an estimated $4.9K sold.

GHP Investment Advisors first reported a position in EPR in Q3 2022 and held it in 9 quarters. The position peaked at $4.9K in Q3 2024. 363 funds tracked by Wall St. Rank hold EPR as of Q4 2024.

  • GHP Investment Advisors reported no remaining EPR Properties position as of Q4 2024 after selling out during the quarter.
  • GHP Investment Advisors sold 100 EPR Properties shares in Q4 2024, an estimated $4.9K.
  • GHP Investment Advisors first reported a position in EPR Properties in Q3 2022 and held it in 9 quarters.
  • GHP Investment Advisors's EPR Properties position peaked at $4.9K in Q3 2024.
  • 363 funds tracked by Wall St. Rank held EPR Properties as of Q4 2024.

Based on GHP Investment Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.