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Liberty Wealth Management’s EPR Properties EPR Stock Holding History

Liberty 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
2020
Q3 		– Sell
-46
Closed -$2K – 882
2020
Q2 		$2K Buy
+46
New +$1.36K ﹤0.01% 735

Other funds holding EPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
NTCM
Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Liberty Wealth Management's EPR Position: Q3 2020 in Review

Liberty Wealth Management sold out of EPR Properties (EPR) in Q3 2020, closing a stake of 46 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in EPR in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 298 funds tracked by Wall St. Rank hold EPR as of Q3 2020.

  • Liberty Wealth Management reported no remaining EPR Properties position as of Q3 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 46 EPR Properties shares in Q3 2020, an estimated $2K.
  • Liberty Wealth Management first reported a position in EPR Properties in Q2 2020 and held it in 1 quarter.
  • Liberty Wealth Management's EPR Properties position peaked at $2K in Q2 2020.
  • 298 funds tracked by Wall St. Rank held EPR Properties as of Q3 2020.

Based on Liberty Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.