Legacy Advisors’s EPR Properties EPR Stock Holding History

Legacy Advisors’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
2018 Q2	–	Sell	-37	Closed	-$2K	–	423
2018 Q1	$2K	Buy	+37	New	+$2.14K	﹤0.01%	341

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

Legacy Advisors's EPR Position: Q2 2018 in Review

Legacy Advisors sold out of EPR Properties (EPR) in Q2 2018, closing a stake of 37 shares — an estimated $2K sold.

Legacy Advisors first reported a position in EPR in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 348 funds tracked by Wall St. Rank hold EPR as of Q2 2018.

Legacy Advisors reported no remaining EPR Properties position as of Q2 2018 after selling out during the quarter.
Legacy Advisors sold 37 EPR Properties shares in Q2 2018, an estimated $2K.
Legacy Advisors first reported a position in EPR Properties in Q1 2018 and held it in 1 quarter.
Legacy Advisors's EPR Properties position peaked at $2K in Q1 2018.
348 funds tracked by Wall St. Rank held EPR Properties as of Q2 2018.

Based on Legacy Advisors's 13F filing for Q2 2018, filed 19 Jul 2018.