Lourd Capital’s EPR Properties EPR Stock Holding History

Lourd Capital’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 Q1	–	Sell	-3,097	Closed	-$203K	–	182
2017 Q4	$203K	Buy	+3,097	New	+$212K	0.01%	347

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

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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 Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lourd Capital's EPR Position: Q1 2018 in Review

Lourd Capital sold out of EPR Properties (EPR) in Q1 2018, closing a stake of 3,097 shares — an estimated $203K sold.

Lourd Capital first reported a position in EPR in Q4 2017 and held it in 1 quarter. The position peaked at $203K in Q4 2017. 329 funds tracked by Wall St. Rank hold EPR as of Q1 2018.

Lourd Capital reported no remaining EPR Properties position as of Q1 2018 after selling out during the quarter.
Lourd Capital sold 3,097 EPR Properties shares in Q1 2018, an estimated $203K.
Lourd Capital first reported a position in EPR Properties in Q4 2017 and held it in 1 quarter.
Lourd Capital's EPR Properties position peaked at $203K in Q4 2017.
329 funds tracked by Wall St. Rank held EPR Properties as of Q1 2018.

Based on Lourd Capital's 13F filing for Q1 2018, filed 10 Apr 2018.