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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Princeton Alpha Management's EPR Position: Q1 2017 in Review

Princeton Alpha Management sold out of EPR Properties (EPR) in Q1 2017, closing a stake of 6,825 shares — an estimated $490K sold.

Princeton Alpha Management first reported a position in EPR in Q4 2014 and held it in 4 quarters. The position peaked at $490K in Q4 2016. 296 funds tracked by Wall St. Rank hold EPR as of Q1 2017.

Princeton Alpha Management reported no remaining EPR Properties position as of Q1 2017 after selling out during the quarter.
Princeton Alpha Management sold 6,825 EPR Properties shares in Q1 2017, an estimated $490K.
Princeton Alpha Management first reported a position in EPR Properties in Q4 2014 and held it in 4 quarters.
Princeton Alpha Management's EPR Properties position peaked at $490K in Q4 2016.
296 funds tracked by Wall St. Rank held EPR Properties as of Q1 2017.

Based on Princeton Alpha Management's 13F filing for Q1 2017, filed 3 May 2017.