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HHM Wealth Advisors’s EPR Properties EPR Stock Holding History

HHM Wealth 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
2022
Q1 		– Sell
-163
Closed -$8K – 715
2021
Q4 		$8K Hold
163
– – ﹤0.01% 528
2021
Q3 		$8K Hold
163
– – ﹤0.01% 508
2021
Q2 		$9K Hold
163
– – ﹤0.01% 478
2021
Q1 		$8K Hold
163
– – ﹤0.01% 460
2020
Q4 		$5K Hold
163
– – ﹤0.01% 463
2020
Q3 		$4K Hold
163
– – ﹤0.01% 438
2020
Q2 		$5K Hold
163
– – ﹤0.01% 409
2020
Q1 		$4K Buy
+163
New +$9.35K ﹤0.01% 401

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HHM Wealth Advisors's EPR Position: Q1 2022 in Review

HHM Wealth Advisors sold out of EPR Properties (EPR) in Q1 2022, closing a stake of 163 shares — an estimated $8K sold.

HHM Wealth Advisors first reported a position in EPR in Q1 2020 and held it in 8 quarters. The position peaked at $9K in Q2 2021. 352 funds tracked by Wall St. Rank hold EPR as of Q1 2022.

  • HHM Wealth Advisors reported no remaining EPR Properties position as of Q1 2022 after selling out during the quarter.
  • HHM Wealth Advisors sold 163 EPR Properties shares in Q1 2022, an estimated $8K.
  • HHM Wealth Advisors first reported a position in EPR Properties in Q1 2020 and held it in 8 quarters.
  • HHM Wealth Advisors's EPR Properties position peaked at $9K in Q2 2021.
  • 352 funds tracked by Wall St. Rank held EPR Properties as of Q1 2022.

Based on HHM Wealth Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.