JCM
EPR icon

Julex Capital Management’s EPR Properties EPR Stock Holding History

Julex Capital Management’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
2019
Q3 		$2K Hold
32
– – ﹤0.01% 116
2019
Q2 		$2K Buy
+32
New +$2.5K ﹤0.01% 69

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Julex Capital Management's EPR Position: Q3 2019 in Review

Julex Capital Management held its EPR Properties (EPR) position steady in Q3 2019 at 32 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #116.

Julex Capital Management first reported a position in EPR in Q2 2019 and has held it in 2 quarters since. 403 funds tracked by Wall St. Rank hold EPR as of Q3 2019.

  • Julex Capital Management held 32 shares of EPR Properties worth $2K as of Q3 2019.
  • Julex Capital Management left its EPR Properties share count unchanged in Q3 2019.
  • EPR Properties made up ﹤0.01% of Julex Capital Management's portfolio in Q3 2019, its #116 holding.
  • Julex Capital Management first reported a position in EPR Properties in Q2 2019 and has held it in 2 quarters since.
  • 403 funds tracked by Wall St. Rank held EPR Properties as of Q3 2019.

Based on Julex Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.