Laird Norton Wetherby Wealth Management’s EPR Properties EPR Stock Holding History

Laird Norton Wetherby Wealth 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
2022 Q2	–	Sell	-4,008	Closed	-$219K	–	935
2022 Q1	$219K	Buy	+4,008	New	+$194K	0.01%	830
2021 Q4	–	Sell	-4,061	Closed	-$201K	–	938
2021 Q3	$201K	Sell	4,061 -19	-0.5%	-$964	0.01%	862
2021 Q2	$215K	Buy	+4,080	New	+$203K	0.01%	841
2020 Q3	–	Sell	-6,019	Closed	-$200K	–	731
2020 Q2	$200K	Buy	+6,019	New	+$179K	0.02%	648

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's EPR Position: Q2 2022 in Review

Laird Norton Wetherby Wealth Management sold out of EPR Properties (EPR) in Q2 2022, closing a stake of 4,008 shares — an estimated $219K sold.

Laird Norton Wetherby Wealth Management first reported a position in EPR in Q2 2020 and held it in 4 quarters. The position peaked at $219K in Q1 2022. 336 funds tracked by Wall St. Rank hold EPR as of Q2 2022.

Laird Norton Wetherby Wealth Management reported no remaining EPR Properties position as of Q2 2022 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 4,008 EPR Properties shares in Q2 2022, an estimated $219K.
Laird Norton Wetherby Wealth Management first reported a position in EPR Properties in Q2 2020 and held it in 4 quarters.
Laird Norton Wetherby Wealth Management's EPR Properties position peaked at $219K in Q1 2022.
336 funds tracked by Wall St. Rank held EPR Properties as of Q2 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.