NEXT Financial Holdings’s EPR Properties EPR Stock Holding History

NEXT Financial Holdings’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	$17K	Buy	+219	New	+$15.9K	﹤0.01%	998

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

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 Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

NEXT Financial Holdings's EPR Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in EPR Properties (EPR) in Q1 2019: 219 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #998 among its holdings.

410 funds tracked by Wall St. Rank hold EPR as of Q1 2019.

NEXT Financial Holdings held 219 shares of EPR Properties worth $17K as of Q1 2019.
EPR Properties was a new NEXT Financial Holdings position in Q1 2019.
EPR Properties made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #998 holding.
410 funds tracked by Wall St. Rank held EPR Properties as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.