JPLA
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Joseph P. Lucia & Associates’s EPR Properties EPR Stock Holding History

Joseph P. Lucia & Associates’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
Q3 		– Sell
-20
Closed -$1K – 200
2022
Q2 		$1K Buy
+20
New +$1.01K ﹤0.01% 410

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RIM
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Joseph P. Lucia & Associates's EPR Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of EPR Properties (EPR) in Q3 2022, closing a stake of 20 shares — an estimated $1K sold.

Joseph P. Lucia & Associates first reported a position in EPR in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 319 funds tracked by Wall St. Rank hold EPR as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining EPR Properties position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 20 EPR Properties shares in Q3 2022, an estimated $1K.
  • Joseph P. Lucia & Associates first reported a position in EPR Properties in Q2 2022 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's EPR Properties position peaked at $1K in Q2 2022.
  • 319 funds tracked by Wall St. Rank held EPR Properties as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.