JIM
EPR icon

Jupiter Investment Management’s EPR Properties EPR Stock Holding History

Jupiter Investment 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
2020
Q1 		– Sell
-6,078
Closed -$429K – 405
2019
Q4 		$429K Hold
6,078
– – 0.01% 369
2019
Q3 		$467K Sell
6,078
-4,470
-42% -$340K 0.01% 388
2019
Q2 		$786K Buy
+10,548
New +$823K 0.01% 261
2018
Q1 		– Sell
-67,381
Closed -$4.41M – 386
2017
Q4 		$4.41M Buy
67,381
+57,781
+602% +$3.95M 0.04% 189
2017
Q3 		$669K Buy
+9,600
New +$676K 0.01% 263

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NTCM
Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $481B AUM 30.42% 1-Year Est. Return

Jupiter Investment Management's EPR Position: Q1 2020 in Review

Jupiter Investment Management sold out of EPR Properties (EPR) in Q1 2020, closing a stake of 6,078 shares — an estimated $429K sold.

Jupiter Investment Management first reported a position in EPR in Q3 2017 and held it in 5 quarters. The position peaked at $4.41M in Q4 2017. 335 funds tracked by Wall St. Rank hold EPR as of Q1 2020.

  • Jupiter Investment Management reported no remaining EPR Properties position as of Q1 2020 after selling out during the quarter.
  • Jupiter Investment Management sold 6,078 EPR Properties shares in Q1 2020, an estimated $429K.
  • Jupiter Investment Management first reported a position in EPR Properties in Q3 2017 and held it in 5 quarters.
  • Jupiter Investment Management's EPR Properties position peaked at $4.41M in Q4 2017.
  • 335 funds tracked by Wall St. Rank held EPR Properties as of Q1 2020.

Based on Jupiter Investment Management's 13F filing for Q1 2020, filed 23 Apr 2020.