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Measured Wealth Private Client Group’s EPR Properties EPR Stock Holding History

Measured Wealth Private Client Group’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
Q1 		– Sell
-6,535
Closed -$317K – 190
2023
Q4 		$317K Buy
+6,535
New +$291K 0.12% 129
2022
Q4 		– Sell
-7,543
Closed -$270K – 169
2022
Q3 		$270K Buy
+7,543
New +$356K 0.12% 114
2018
Q4 		– Sell
-18
Closed -$1K – 279
2018
Q3 		$1K Buy
+18
New +$1.22K ﹤0.01% 792

Other funds holding EPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Measured Wealth Private Client Group's EPR Position: Q1 2024 in Review

Measured Wealth Private Client Group sold out of EPR Properties (EPR) in Q1 2024, closing a stake of 6,535 shares — an estimated $317K sold.

Measured Wealth Private Client Group first reported a position in EPR in Q3 2018 and held it in 3 quarters. The position peaked at $317K in Q4 2023. 350 funds tracked by Wall St. Rank hold EPR as of Q1 2024.

  • Measured Wealth Private Client Group reported no remaining EPR Properties position as of Q1 2024 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 6,535 EPR Properties shares in Q1 2024, an estimated $317K.
  • Measured Wealth Private Client Group first reported a position in EPR Properties in Q3 2018 and held it in 3 quarters.
  • Measured Wealth Private Client Group's EPR Properties position peaked at $317K in Q4 2023.
  • 350 funds tracked by Wall St. Rank held EPR Properties as of Q1 2024.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2024, filed 18 Apr 2024.