Lord, Abbett & Co
EPR icon

Lord, Abbett & Co’s EPR Properties EPR Stock Holding History

Lord, Abbett & Co’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
2013
Q4 		– Sell
-389,800
Closed -$19M – 1060
2013
Q3 		$19M Sell
389,800
-562,000
-59% -$28.3M 0.04% 530
2013
Q2 		$47.8M Buy
+951,800
New +$51.7M 0.11% 266

Other funds holding EPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $226M AUM 27.71% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return

Lord, Abbett & Co's EPR Position: Q4 2013 in Review

Lord, Abbett & Co sold out of EPR Properties (EPR) in Q4 2013, closing a stake of 389,800 shares — an estimated $19M sold.

Lord, Abbett & Co first reported a position in EPR in Q2 2013 and held it in 2 quarters. The position peaked at $47.8M in Q2 2013. 223 funds tracked by Wall St. Rank hold EPR as of Q4 2013.

  • Lord, Abbett & Co reported no remaining EPR Properties position as of Q4 2013 after selling out during the quarter.
  • Lord, Abbett & Co sold 389,800 EPR Properties shares in Q4 2013, an estimated $19M.
  • Lord, Abbett & Co first reported a position in EPR Properties in Q2 2013 and held it in 2 quarters.
  • Lord, Abbett & Co's EPR Properties position peaked at $47.8M in Q2 2013.
  • 223 funds tracked by Wall St. Rank held EPR Properties as of Q4 2013.

Based on Lord, Abbett & Co's 13F filing for Q4 2013, filed 14 Feb 2014.