KIG
EPR icon

Kowal Investment Group’s EPR Properties EPR Stock Holding History

Kowal Investment 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
2021
Q4 		– Sell
-190
Closed -$9K – 368
2021
Q3 		$9K Buy
+190
New +$9.64K ﹤0.01% 522

Other funds holding EPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kowal Investment Group's EPR Position: Q4 2021 in Review

Kowal Investment Group sold out of EPR Properties (EPR) in Q4 2021, closing a stake of 190 shares — an estimated $9K sold.

Kowal Investment Group first reported a position in EPR in Q3 2021 and held it in 1 quarter. The position peaked at $9K in Q3 2021. 323 funds tracked by Wall St. Rank hold EPR as of Q4 2021.

  • Kowal Investment Group reported no remaining EPR Properties position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 190 EPR Properties shares in Q4 2021, an estimated $9K.
  • Kowal Investment Group first reported a position in EPR Properties in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's EPR Properties position peaked at $9K in Q3 2021.
  • 323 funds tracked by Wall St. Rank held EPR Properties as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.