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Macroview Investment Management’s EPR Properties EPR Stock Holding History

Macroview Investment 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
2024
Q4 		– Sell
-100
Closed -$4.92K – 234
2024
Q3 		$4.92K Hold
100
– – ﹤0.01% 375
2024
Q2 		$4.21K Sell
100
-188
-65% -$7.74K ﹤0.01% 399
2024
Q1 		$12.2K Buy
288
+6
+2% +$262 0.01% 233
2023
Q4 		$13.7K Buy
282
+5
+2% +$223 0.02% 213
2023
Q3 		$11.5K Buy
277
+5
+2% +$220 0.02% 219
2023
Q2 		$12.7K Buy
272
+5
+2% +$211 0.02% 177
2023
Q1 		$10.2K Buy
267
+98
+58% +$3.91K 0.02% 262
2022
Q4 		$6.38K Buy
+169
New +$6.58K 0.01% 296
2022
Q1 		– Sell
-5
Closed – – 440
2021
Q4 		$0 Hold
5
– – ﹤0.01% 410
2021
Q3 		$0 Hold
5
– – ﹤0.01% 406
2021
Q2 		$0 Hold
5
– – ﹤0.01% 413
2021
Q1 		$0 Hold
5
– – ﹤0.01% 380
2020
Q4 		$0 Hold
5
– – ﹤0.01% 354
2020
Q3 		$0 Hold
5
– – ﹤0.01% 336
2020
Q2 		$0 Hold
5
– – ﹤0.01% 337
2020
Q1 		$0 Hold
5
– – ﹤0.01% 317
2019
Q4 		$0 Hold
5
– – ﹤0.01% 313
2019
Q3 		$0 Buy
+5
New +$381 ﹤0.01% 302
2019
Q1 		– Sell
-5
Closed -$364 – 344
2018
Q4 		$0 Hold
5
– – ﹤0.01% 340
2018
Q3 		$0 Hold
5
– – ﹤0.01% 333
2018
Q2 		$0 Hold
5
– – ﹤0.01% 289
2018
Q1 		$0 Hold
5
– – ﹤0.01% 260
2017
Q4 		$0 Hold
5
– – ﹤0.01% 137
2017
Q3 		$0 Hold
5
– – ﹤0.01% 164
2017
Q2 		$0 Buy
+5
New +$364 ﹤0.01% 188

Other funds holding EPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macroview Investment Management's EPR Position: Q4 2024 in Review

Macroview Investment Management sold out of EPR Properties (EPR) in Q4 2024, closing a stake of 100 shares — an estimated $4.92K sold.

Macroview Investment Management first reported a position in EPR in Q2 2017 and held it in 25 quarters. The position peaked at $13.7K in Q4 2023. 363 funds tracked by Wall St. Rank hold EPR as of Q4 2024.

  • Macroview Investment Management reported no remaining EPR Properties position as of Q4 2024 after selling out during the quarter.
  • Macroview Investment Management sold 100 EPR Properties shares in Q4 2024, an estimated $4.92K.
  • Macroview Investment Management first reported a position in EPR Properties in Q2 2017 and held it in 25 quarters.
  • Macroview Investment Management's EPR Properties position peaked at $13.7K in Q4 2023.
  • 363 funds tracked by Wall St. Rank held EPR Properties as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.