Kavar Capital Partners Group’s EPR Properties EPR Stock Holding History

Kavar Capital Partners Group’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 Q4	–	Sell	-14,650	Closed	-$403K	–	153
2020 Q3	$403K	Sell	14,650 -1,000	-6%	-$31.3K	0.14%	107
2020 Q2	$518K	Buy	+15,650	New	+$464K	0.2%	86
2016 Q1	–	Sell	-31	Closed	-$1K	–	176
2015 Q4	$1K	Buy	31 +1	+3%	+$56	﹤0.01%	389
2015 Q3	$1K	Hold	30	–	–	﹤0.01%	396
2015 Q2	$1K	Buy	+30	New	+$1.74K	﹤0.01%	427

Other funds holding EPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RCM

Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NTCM

Nut Tree Capital Management New York $419M AUM 65.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kavar Capital Partners Group's EPR Position: Q4 2020 in Review

Kavar Capital Partners Group sold out of EPR Properties (EPR) in Q4 2020, closing a stake of 14,650 shares — an estimated $403K sold.

Kavar Capital Partners Group first reported a position in EPR in Q2 2015 and held it in 5 quarters. The position peaked at $518K in Q2 2020. 291 funds tracked by Wall St. Rank hold EPR as of Q4 2020.

Kavar Capital Partners Group reported no remaining EPR Properties position as of Q4 2020 after selling out during the quarter.
Kavar Capital Partners Group sold 14,650 EPR Properties shares in Q4 2020, an estimated $403K.
Kavar Capital Partners Group first reported a position in EPR Properties in Q2 2015 and held it in 5 quarters.
Kavar Capital Partners Group's EPR Properties position peaked at $518K in Q2 2020.
291 funds tracked by Wall St. Rank held EPR Properties as of Q4 2020.

Based on Kavar Capital Partners Group's 13F filing for Q4 2020, filed 5 Feb 2021.