LWP
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Laurel Wealth Planning’s EPR Properties EPR Stock Holding History

Laurel Wealth Planning’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
Q1 		– Sell
-114
Closed -$4.3K – 101
2022
Q4 		$4.3K Hold
114
– – ﹤0.01% 182
2022
Q3 		$4K Hold
114
– – ﹤0.01% 184
2022
Q2 		$5K Hold
114
– – ﹤0.01% 183
2022
Q1 		$6K Hold
114
– – ﹤0.01% 212
2021
Q4 		$5K Hold
114
– – ﹤0.01% 167
2021
Q3 		$6K Hold
114
– – ﹤0.01% 163
2021
Q2 		$6K Hold
114
– – 0.01% 105
2021
Q1 		$5K Hold
114
– – ﹤0.01% 103
2020
Q4 		$4K Buy
+114
New +$3.35K ﹤0.01% 101

Other funds holding EPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return