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Heritage Wealth Management (Arizona)’s EPR Properties EPR Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$1.21K Buy
32
+16
+100% +$623 ﹤0.01% 1015
2022
Q3 		$1K Buy
+16
New +$755 ﹤0.01% 933

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s EPR Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its EPR Properties (EPR) stake by 100% in Q4 2022, buying an estimated $623 and bringing the position to 32 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

Heritage Wealth Management (Arizona) first reported a position in EPR in Q3 2022 and has held it in 2 quarters since. 332 funds tracked by Wall St. Rank hold EPR as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 32 shares of EPR Properties worth $1.21K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 16 EPR Properties shares in Q4 2022, an estimated $623.
  • EPR Properties made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1015 holding.
  • Heritage Wealth Management (Arizona) first reported a position in EPR Properties in Q3 2022 and has held it in 2 quarters since.
  • 332 funds tracked by Wall St. Rank held EPR Properties as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.