Lenox Wealth Advisors’s EPR Properties EPR Stock Holding History

Lenox Wealth 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
2022 Q1	$26K	Sell	497 -24	-5%	-$1.16K	﹤0.01%	342
2021 Q4	$25K	Buy	521 +24	+5%	+$1.19K	﹤0.01%	356
2021 Q3	$25K	Hold	497	–	–	﹤0.01%	327
2021 Q2	$26K	Hold	497	–	–	﹤0.01%	321
2021 Q1	$23K	Hold	497	–	–	﹤0.01%	291
2020 Q4	$16K	Hold	497	–	–	﹤0.01%	345
2020 Q3	$14K	Hold	497	–	–	﹤0.01%	337
2020 Q2	$16K	Hold	497	–	–	﹤0.01%	321
2020 Q1	$12K	Hold	497	–	–	﹤0.01%	320
2019 Q4	$35K	Hold	497	–	–	0.01%	229
2019 Q3	$38K	Hold	497	–	–	0.01%	183
2019 Q2	$37K	Sell	497 -98	-16%	-$7.65K	0.01%	162
2019 Q1	$46K	Buy	595 +98	+20%	+$7.13K	0.01%	134
2018 Q4	$32K	Hold	497	–	–	0.01%	160
2018 Q3	$34K	Buy	+497	New	+$33.8K	0.01%	164

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

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

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

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

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

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

Lenox Wealth Advisors's EPR Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its EPR Properties (EPR) stake by 4.6% in Q1 2022, selling an estimated $1.16K and leaving 497 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Lenox Wealth Advisors first reported a position in EPR in Q3 2018 and has held it in 15 quarters since. The position peaked at $46K in Q1 2019. 352 funds tracked by Wall St. Rank hold EPR as of Q1 2022.

Lenox Wealth Advisors held 497 shares of EPR Properties worth $26K as of Q1 2022.
Lenox Wealth Advisors sold 24 EPR Properties shares in Q1 2022, an estimated $1.16K.
EPR Properties made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #342 holding.
Lenox Wealth Advisors first reported a position in EPR Properties in Q3 2018 and has held it in 15 quarters since.
Lenox Wealth Advisors's EPR Properties position peaked at $46K in Q1 2019.
352 funds tracked by Wall St. Rank held EPR Properties as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.