HFM
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Hartford Financial Management’s EPR Properties EPR Stock Holding History

Hartford Financial Management’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
2018
Q2 		– Sell
-115
Closed -$6K – 413
2018
Q1 		$6K Hold
115
– – ﹤0.01% 288
2017
Q4 		$7K Hold
115
– – ﹤0.01% 290
2017
Q3 		$8K Sell
115
-44
-28% -$3.1K ﹤0.01% 309
2017
Q2 		$11K Hold
159
– – ﹤0.01% 275
2017
Q1 		$11K Hold
159
– – 0.01% 256
2016
Q4 		$11K Hold
159
– – 0.01% 228
2016
Q3 		$12K Buy
+159
New +$12.7K 0.01% 227

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Hartford Financial Management's EPR Position: Q2 2018 in Review

Hartford Financial Management sold out of EPR Properties (EPR) in Q2 2018, closing a stake of 115 shares — an estimated $6K sold.

Hartford Financial Management first reported a position in EPR in Q3 2016 and held it in 7 quarters. The position peaked at $12K in Q3 2016. 348 funds tracked by Wall St. Rank hold EPR as of Q2 2018.

  • Hartford Financial Management reported no remaining EPR Properties position as of Q2 2018 after selling out during the quarter.
  • Hartford Financial Management sold 115 EPR Properties shares in Q2 2018, an estimated $6K.
  • Hartford Financial Management first reported a position in EPR Properties in Q3 2016 and held it in 7 quarters.
  • Hartford Financial Management's EPR Properties position peaked at $12K in Q3 2016.
  • 348 funds tracked by Wall St. Rank held EPR Properties as of Q2 2018.

Based on Hartford Financial Management's 13F filing for Q2 2018, filed 10 Aug 2018.