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MinichMacGregor Wealth Management’s EPR Properties EPR Stock Holding History

MinichMacGregor Wealth 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
2019
Q1 		– Sell
-30,610
Closed -$2.13M – 71
2018
Q4 		$2.13M Buy
+30,610
New +$2.11M 1.46% 24

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

MinichMacGregor Wealth Management's EPR Position: Q1 2019 in Review

MinichMacGregor Wealth Management sold out of EPR Properties (EPR) in Q1 2019, closing a stake of 30,610 shares — an estimated $2.13M sold.

MinichMacGregor Wealth Management first reported a position in EPR in Q4 2018 and held it in 1 quarter. The position peaked at $2.13M in Q4 2018. 410 funds tracked by Wall St. Rank hold EPR as of Q1 2019.

  • MinichMacGregor Wealth Management reported no remaining EPR Properties position as of Q1 2019 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 30,610 EPR Properties shares in Q1 2019, an estimated $2.13M.
  • MinichMacGregor Wealth Management first reported a position in EPR Properties in Q4 2018 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's EPR Properties position peaked at $2.13M in Q4 2018.
  • 410 funds tracked by Wall St. Rank held EPR Properties as of Q1 2019.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2019, filed 16 Apr 2019.