PAM
EPR icon

Princeton Alpha Management’s EPR Properties EPR Stock Holding History

Princeton Alpha 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
2017
Q1 		– Sell
-6,825
Closed -$490K – 605
2016
Q4 		$490K Buy
+6,825
New +$488K 0.1% 308
2015
Q4 		– Sell
-7,936
Closed -$409K – 772
2015
Q3 		$409K Buy
+7,936
New +$430K 0.08% 359
2015
Q2 		– Sell
-4,474
Closed -$269K – 755
2015
Q1 		$269K Sell
4,474
-795
-15% -$48.8K 0.06% 505
2014
Q4 		$304K Buy
+5,269
New +$293K 0.09% 430

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $570B AUM 27.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return