Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
Jacobs Levy Equity Management’s
EPR Properties
EPR
Stock Holding History
Jacobs Levy Equity Management’s Portfolio
EPR Stock Details
EPR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q2
–
Sell
-4,227
Closed
-$231K
–
1022
2022
Q1
$231K
Buy
+4,227
New
+$205K
﹤0.01%
952
2016
Q2
–
Sell
-21,790
Closed
-$1.45M
–
1171
2016
Q1
$1.45M
Sell
21,790
-1,210
-5%
-$73.8K
0.03%
484
2015
Q4
$1.34M
Hold
23,000
–
–
0.03%
406
2015
Q3
$1.19M
Hold
23,000
–
–
0.02%
448
2015
Q2
$1.26M
Hold
23,000
–
–
0.02%
434
2015
Q1
$1.38M
Sell
23,000
-2,800
-11%
-$172K
0.02%
428
2014
Q4
$1.49M
Buy
+25,800
New
+$1.43M
0.03%
427
2014
Q3
–
Sell
-5,110
Closed
-$285K
–
843
2014
Q2
$285K
Sell
5,110
-1,030
-17%
-$55.8K
﹤0.01%
719
2014
Q1
$328K
Buy
+6,140
New
+$317K
0.01%
742
2013
Q3
–
Sell
-4,590
Closed
-$231K
–
956
2013
Q2
$231K
Buy
+4,590
New
+$249K
﹤0.01%
872
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
BC
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close