J. Goldman & Co’s EPR Properties EPR Stock Holding History

J. Goldman & Co’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	–	Sell	-16,900	Closed	-$787K	–	430
2021 Q1	$787K	Buy	+16,900	New	+$713K	0.03%	325

Other funds holding EPR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

J. Goldman & Co's EPR Position: Q2 2022 in Review

J. Goldman & Co sold out of EPR Properties (EPR) in Q2 2022, closing a stake of 10,953 shares — an estimated $599K sold.

J. Goldman & Co first reported a position in EPR in Q1 2021 and held it in 2 quarters. The position peaked at $599K in Q1 2022. 336 funds tracked by Wall St. Rank hold EPR as of Q2 2022.

J. Goldman & Co reported no remaining EPR Properties position as of Q2 2022 after selling out during the quarter.
J. Goldman & Co sold 10,953 EPR Properties shares in Q2 2022, an estimated $599K.
J. Goldman & Co first reported a position in EPR Properties in Q1 2021 and held it in 2 quarters.
J. Goldman & Co's EPR Properties position peaked at $599K in Q1 2022.
336 funds tracked by Wall St. Rank held EPR Properties as of Q2 2022.

Based on J. Goldman & Co's 13F filing for Q2 2022, filed 15 Aug 2022.