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Jaffetilchin Investment Partners’s EPR Properties EPR Stock Holding History

Jaffetilchin Investment Partners’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
2024
Q4 		– Sell
-134
Closed -$6.55K – 638
2024
Q3 		$6.55K Buy
+134
New +$6.12K ﹤0.01% 983
2019
Q1 		– Sell
-4,537
Closed -$291K – 294
2018
Q4 		$291K Buy
+4,537
New +$312K 0.07% 191

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jaffetilchin Investment Partners's EPR Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of EPR Properties (EPR) in Q4 2024, closing a stake of 134 shares — an estimated $6.55K sold.

Jaffetilchin Investment Partners first reported a position in EPR in Q4 2018 and held it in 2 quarters. The position peaked at $291K in Q4 2018. 363 funds tracked by Wall St. Rank hold EPR as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining EPR Properties position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 134 EPR Properties shares in Q4 2024, an estimated $6.55K.
  • Jaffetilchin Investment Partners first reported a position in EPR Properties in Q4 2018 and held it in 2 quarters.
  • Jaffetilchin Investment Partners's EPR Properties position peaked at $291K in Q4 2018.
  • 363 funds tracked by Wall St. Rank held EPR Properties as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.