IIC
EPR icon

Integrated Investment Consultants’s EPR Properties EPR Stock Holding History

Integrated Investment Consultants’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
2018
Q2 		– Sell
-150
Closed -$8K – 329
2018
Q1 		$8K Buy
+150
New +$8.69K ﹤0.01% 661

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Integrated Investment Consultants's EPR Position: Q2 2018 in Review

Integrated Investment Consultants sold out of EPR Properties (EPR) in Q2 2018, closing a stake of 150 shares — an estimated $8K sold.

Integrated Investment Consultants first reported a position in EPR in Q1 2018 and held it in 1 quarter. The position peaked at $8K in Q1 2018. 348 funds tracked by Wall St. Rank hold EPR as of Q2 2018.

  • Integrated Investment Consultants reported no remaining EPR Properties position as of Q2 2018 after selling out during the quarter.
  • Integrated Investment Consultants sold 150 EPR Properties shares in Q2 2018, an estimated $8K.
  • Integrated Investment Consultants first reported a position in EPR Properties in Q1 2018 and held it in 1 quarter.
  • Integrated Investment Consultants's EPR Properties position peaked at $8K in Q1 2018.
  • 348 funds tracked by Wall St. Rank held EPR Properties as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.