Greenleaf Trust’s EPR Properties EPR Stock Holding History

Greenleaf Trust’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 Q4	–	Sell	-22	Closed	-$2K	–	694
2017 Q3	$2K	Buy	+22	New	+$1.55K	﹤0.01%	695

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Greenleaf Trust's EPR Position: Q4 2017 in Review

Greenleaf Trust sold out of EPR Properties (EPR) in Q4 2017, closing a stake of 22 shares — an estimated $2K sold.

Greenleaf Trust first reported a position in EPR in Q3 2017 and held it in 1 quarter. The position peaked at $2K in Q3 2017. 353 funds tracked by Wall St. Rank hold EPR as of Q4 2017.

Greenleaf Trust reported no remaining EPR Properties position as of Q4 2017 after selling out during the quarter.
Greenleaf Trust sold 22 EPR Properties shares in Q4 2017, an estimated $2K.
Greenleaf Trust first reported a position in EPR Properties in Q3 2017 and held it in 1 quarter.
Greenleaf Trust's EPR Properties position peaked at $2K in Q3 2017.
353 funds tracked by Wall St. Rank held EPR Properties as of Q4 2017.

Based on Greenleaf Trust's 13F filing for Q4 2017, filed 8 Feb 2018.