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Plante Moran Financial Advisors’s EPR Properties EPR Stock Holding History

Plante Moran Financial 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
2017
Q4 		– Sell
-164
Closed -$11K – 885
2017
Q3 		$11K Buy
+164
New +$11.6K 0.01% 525
2017
Q1 		– Sell
-62
Closed -$4K – 913
2016
Q4 		$4K Hold
62
– – ﹤0.01% 749
2016
Q3 		$5K Sell
62
-11
-15% -$879 ﹤0.01% 686
2016
Q2 		$6K Hold
73
– – ﹤0.01% 597
2016
Q1 		$5K Sell
73
-87
-54% -$5.3K ﹤0.01% 578
2015
Q4 		$9K Buy
+160
New +$8.93K 0.01% 592

Other funds holding EPR

Vanguard Group
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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