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Hoover Financial Advisors’s EPR Properties EPR Stock Holding History

Hoover Financial 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
2021
Q2 		$10K Hold
194
– – ﹤0.01% 471
2021
Q1 		$9K Hold
194
– – ﹤0.01% 438
2020
Q4 		$7K Buy
+194
New +$5.71K ﹤0.01% 434
2020
Q3 		– Sell
-1,994
Closed -$66K – 280
2020
Q2 		$66K Buy
+1,994
New +$59.2K 0.03% 163

Other funds holding EPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Hoover Financial Advisors's EPR Position: Q2 2021 in Review

Hoover Financial Advisors held its EPR Properties (EPR) position steady in Q2 2021 at 194 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Hoover Financial Advisors first reported a position in EPR in Q2 2020 and has held it in 4 quarters since. The position peaked at $66K in Q2 2020. 316 funds tracked by Wall St. Rank hold EPR as of Q2 2021.

  • Hoover Financial Advisors held 194 shares of EPR Properties worth $10K as of Q2 2021.
  • Hoover Financial Advisors left its EPR Properties share count unchanged in Q2 2021.
  • EPR Properties made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #471 holding.
  • Hoover Financial Advisors first reported a position in EPR Properties in Q2 2020 and has held it in 4 quarters since.
  • Hoover Financial Advisors's EPR Properties position peaked at $66K in Q2 2020.
  • 316 funds tracked by Wall St. Rank held EPR Properties as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.