Kistler-Tiffany Companies’s EPR Properties EPR Stock Holding History

Kistler-Tiffany Companies’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
2023 Q2	$6.37K	Hold	136	–	–	﹤0.01%	743
2023 Q1	$5.18K	Hold	136	–	–	﹤0.01%	685
2022 Q4	$5.13K	Hold	136	–	–	﹤0.01%	687
2022 Q3	$5K	Hold	136	–	–	﹤0.01%	675
2022 Q2	$6K	Hold	136	–	–	﹤0.01%	635
2022 Q1	$7K	Hold	136	–	–	﹤0.01%	643
2021 Q4	$6K	Hold	136	–	–	﹤0.01%	638
2021 Q3	$7K	Hold	136	–	–	﹤0.01%	620
2021 Q2	$7K	Hold	136	–	–	﹤0.01%	594
2021 Q1	$6K	Hold	136	–	–	﹤0.01%	560
2020 Q4	$4K	Hold	136	–	–	﹤0.01%	563
2020 Q3	$4K	Sell	136 -300	-69%	-$9.38K	﹤0.01%	558
2020 Q2	$14K	Hold	436	–	–	0.01%	404
2020 Q1	$31K	Hold	436	–	–	0.01%	306
2019 Q4	$31K	Hold	436	–	–	0.01%	313
2019 Q3	$34K	Buy	436 +100	+30%	+$7.61K	0.01%	298
2019 Q2	$25K	Hold	336	–	–	0.01%	327
2019 Q1	$26K	Hold	336	–	–	0.01%	319
2018 Q4	$22K	Hold	336	–	–	0.01%	310
2018 Q3	$23K	Buy	336 +200	+147%	+$13.6K	0.01%	331
2018 Q2	$9K	Hold	136	–	–	﹤0.01%	423
2018 Q1	$8K	Hold	136	–	–	﹤0.01%	444
2017 Q4	$9K	Hold	136	–	–	﹤0.01%	441
2017 Q3	$9K	Hold	136	–	–	﹤0.01%	424
2017 Q2	$10K	Buy	+136	New	+$9.91K	﹤0.01%	401
2016 Q3	–	Sell	-6	Closed	–	–	598
2016 Q2	$0	Buy	+6	New	+$422	﹤0.01%	659
2015 Q3	–	Sell	-210	Closed	-$12K	–	608
2015 Q2	$12K	Buy	+210	New	+$12.2K	0.01%	437

Other funds holding EPR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WCP

Waterfront Capital Partners New York $153M AUM 13.97% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Kistler-Tiffany Companies's EPR Position: Q2 2023 in Review

Kistler-Tiffany Companies held its EPR Properties (EPR) position steady in Q2 2023 at 136 shares worth $6.37K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Kistler-Tiffany Companies first reported a position in EPR in Q2 2015 and has held it in 27 quarters since. The position peaked at $34K in Q3 2019. 340 funds tracked by Wall St. Rank hold EPR as of Q2 2023.

Kistler-Tiffany Companies held 136 shares of EPR Properties worth $6.37K as of Q2 2023.
Kistler-Tiffany Companies left its EPR Properties share count unchanged in Q2 2023.
EPR Properties made up ﹤0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #743 holding.
Kistler-Tiffany Companies first reported a position in EPR Properties in Q2 2015 and has held it in 27 quarters since.
Kistler-Tiffany Companies's EPR Properties position peaked at $34K in Q3 2019.
340 funds tracked by Wall St. Rank held EPR Properties as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.