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Insight Capital Research & Management’s EPR Properties EPR Stock Holding History

Insight Capital Research & 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
2013
Q3 		– Sell
-42,417
Closed -$2.13M – 185
2013
Q2 		$2.13M Buy
+42,417
New +$2.3M 0.55% 63

Other funds holding EPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $226M AUM 27.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return

Insight Capital Research & Management's EPR Position: Q3 2013 in Review

Insight Capital Research & Management sold out of EPR Properties (EPR) in Q3 2013, closing a stake of 42,417 shares — an estimated $2.13M sold.

Insight Capital Research & Management first reported a position in EPR in Q2 2013 and held it in 1 quarter. The position peaked at $2.13M in Q2 2013. 214 funds tracked by Wall St. Rank hold EPR as of Q3 2013.

  • Insight Capital Research & Management reported no remaining EPR Properties position as of Q3 2013 after selling out during the quarter.
  • Insight Capital Research & Management sold 42,417 EPR Properties shares in Q3 2013, an estimated $2.13M.
  • Insight Capital Research & Management first reported a position in EPR Properties in Q2 2013 and held it in 1 quarter.
  • Insight Capital Research & Management's EPR Properties position peaked at $2.13M in Q2 2013.
  • 214 funds tracked by Wall St. Rank held EPR Properties as of Q3 2013.

Based on Insight Capital Research & Management's 13F filing for Q3 2013, filed 13 Nov 2013.