Lake Point Wealth Management’s EPR Properties EPR Stock Holding History

Lake Point 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	$2K	Hold	39	–	–	﹤0.01%	315
2022 Q1	$2K	Hold	39	–	–	﹤0.01%	323
2021 Q4	$2K	Hold	39	–	–	﹤0.01%	331
2021 Q3	$2K	Hold	39	–	–	﹤0.01%	315
2021 Q2	$2K	Buy	+39	New	+$1.94K	﹤0.01%	331
2020 Q1	$1K	Sell	39 -99	-72%	-$5.68K	﹤0.01%	314
2019 Q4	$10K	Buy	+138	New	+$10.2K	﹤0.01%	267
2019 Q2	$10K	Hold	138	–	–	﹤0.01%	323
2019 Q1	$10K	Hold	138	–	–	﹤0.01%	323
2018 Q4	$9K	Buy	+138	New	+$9.49K	﹤0.01%	478

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

Lake Point Wealth Management's EPR Position: Q2 2022 in Review

Lake Point Wealth Management held its EPR Properties (EPR) position steady in Q2 2022 at 39 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Lake Point Wealth Management first reported a position in EPR in Q4 2018 and has held it in 10 quarters since. The position peaked at $10K in Q4 2019. 336 funds tracked by Wall St. Rank hold EPR as of Q2 2022.

Lake Point Wealth Management held 39 shares of EPR Properties worth $2K as of Q2 2022.
Lake Point Wealth Management left its EPR Properties share count unchanged in Q2 2022.
EPR Properties made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #315 holding.
Lake Point Wealth Management first reported a position in EPR Properties in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's EPR Properties position peaked at $10K in Q4 2019.
336 funds tracked by Wall St. Rank held EPR Properties as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.