IFAM
EPR icon

Institutional & Family Asset Management’s EPR Properties EPR Stock Holding History

Institutional & Family Asset 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
2020
Q2 		– Sell
-50
Closed -$1K – 857
2020
Q1 		$1K Hold
50
– – ﹤0.01% 725
2019
Q4 		$4K Hold
50
– – ﹤0.01% 618
2019
Q3 		$4K Hold
50
– – ﹤0.01% 590
2019
Q2 		$4K Hold
50
– – ﹤0.01% 619
2019
Q1 		$4K Hold
50
– – ﹤0.01% 620
2018
Q4 		$3K Hold
50
– – ﹤0.01% 638
2018
Q3 		$3K Hold
50
– – ﹤0.01% 671
2018
Q2 		$3K Buy
50
+17
+52% +$1.01K ﹤0.01% 663
2018
Q1 		$2K Buy
+33
New +$1.91K ﹤0.01% 707

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
RCM
Redwood Capital Management New York $674M AUM 99.78% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
NTCM
Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Institutional & Family Asset Management's EPR Position: Q2 2020 in Review

Institutional & Family Asset Management sold out of EPR Properties (EPR) in Q2 2020, closing a stake of 50 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in EPR in Q1 2018 and held it in 9 quarters. The position peaked at $4K in Q4 2019. 315 funds tracked by Wall St. Rank hold EPR as of Q2 2020.

  • Institutional & Family Asset Management reported no remaining EPR Properties position as of Q2 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 50 EPR Properties shares in Q2 2020, an estimated $1K.
  • Institutional & Family Asset Management first reported a position in EPR Properties in Q1 2018 and held it in 9 quarters.
  • Institutional & Family Asset Management's EPR Properties position peaked at $4K in Q4 2019.
  • 315 funds tracked by Wall St. Rank held EPR Properties as of Q2 2020.

Based on Institutional & Family Asset Management's 13F filing for Q2 2020, filed 14 Aug 2020.