Great Lakes Advisors’s EPR Properties EPR Stock Holding History

Great Lakes 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 Q2	–	Sell	-5,892	Closed	-$250K	–	855
2024 Q1	$250K	Buy	+5,892	New	+$257K	﹤0.01%	732

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

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

Great Lakes Advisors's EPR Position: Q2 2024 in Review

Great Lakes Advisors sold out of EPR Properties (EPR) in Q2 2024, closing a stake of 5,892 shares — an estimated $250K sold.

Great Lakes Advisors first reported a position in EPR in Q1 2024 and held it in 1 quarter. The position peaked at $250K in Q1 2024. 354 funds tracked by Wall St. Rank hold EPR as of Q2 2024.

Great Lakes Advisors reported no remaining EPR Properties position as of Q2 2024 after selling out during the quarter.
Great Lakes Advisors sold 5,892 EPR Properties shares in Q2 2024, an estimated $250K.
Great Lakes Advisors first reported a position in EPR Properties in Q1 2024 and held it in 1 quarter.
Great Lakes Advisors's EPR Properties position peaked at $250K in Q1 2024.
354 funds tracked by Wall St. Rank held EPR Properties as of Q2 2024.

Based on Great Lakes Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.