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Integrated Advisors Network’s EPR Properties EPR Stock Holding History

Integrated Advisors Network’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 		– Sell
-76,687
Closed -$2.75M – 646
2022
Q3 		$2.75M Sell
76,687
-1,956
-2% -$92.3K 0.19% 147
2022
Q2 		$3.69M Buy
78,643
+2,730
+4% +$138K 0.24% 120
2022
Q1 		$4.15M Buy
+75,913
New +$3.68M 0.24% 107

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

Integrated Advisors Network's EPR Position: Q4 2022 in Review

Integrated Advisors Network sold out of EPR Properties (EPR) in Q4 2022, closing a stake of 76,687 shares — an estimated $2.75M sold.

Integrated Advisors Network first reported a position in EPR in Q1 2022 and held it in 3 quarters. The position peaked at $4.15M in Q1 2022. 332 funds tracked by Wall St. Rank hold EPR as of Q4 2022.

  • Integrated Advisors Network reported no remaining EPR Properties position as of Q4 2022 after selling out during the quarter.
  • Integrated Advisors Network sold 76,687 EPR Properties shares in Q4 2022, an estimated $2.75M.
  • Integrated Advisors Network first reported a position in EPR Properties in Q1 2022 and held it in 3 quarters.
  • Integrated Advisors Network's EPR Properties position peaked at $4.15M in Q1 2022.
  • 332 funds tracked by Wall St. Rank held EPR Properties as of Q4 2022.

Based on Integrated Advisors Network's 13F filing for Q4 2022, filed 27 Jan 2023.