MFA Wealth Advisors’s EPR Properties EPR Stock Holding History

MFA Wealth Advisors’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	-83	Closed	-$2.75K	–	88
2020 Q2	$2.75K	Buy	+83	New	+$2.46K	﹤0.01%	221

Other funds holding EPR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MFA Wealth Advisors's EPR Position: Q3 2020 in Review

MFA Wealth Advisors sold out of EPR Properties (EPR) in Q3 2020, closing a stake of 83 shares — an estimated $2.75K sold.

MFA Wealth Advisors first reported a position in EPR in Q2 2020 and held it in 1 quarter. The position peaked at $2.75K in Q2 2020. 298 funds tracked by Wall St. Rank hold EPR as of Q3 2020.

MFA Wealth Advisors reported no remaining EPR Properties position as of Q3 2020 after selling out during the quarter.
MFA Wealth Advisors sold 83 EPR Properties shares in Q3 2020, an estimated $2.75K.
MFA Wealth Advisors first reported a position in EPR Properties in Q2 2020 and held it in 1 quarter.
MFA Wealth Advisors's EPR Properties position peaked at $2.75K in Q2 2020.
298 funds tracked by Wall St. Rank held EPR Properties as of Q3 2020.

Based on MFA Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.