Raffa Wealth Management’s EPR Properties EPR Stock Holding History

Raffa 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
2017 Q1	–	Sell	-13	Closed	-$933	–	522
2016 Q4	$933	Hold	13	–	–	﹤0.01%	457
2016 Q3	$1.02K	Hold	13	–	–	﹤0.01%	408
2016 Q2	$1.05K	Sell	13 -10	-43%	-$703	﹤0.01%	381
2016 Q1	$1.53K	Hold	23	–	–	﹤0.01%	301
2015 Q4	$1.34K	Hold	23	–	–	﹤0.01%	322
2015 Q3	$1.19K	Hold	23	–	–	﹤0.01%	350
2015 Q2	$1.26K	Hold	23	–	–	﹤0.01%	339
2015 Q1	$1.38K	Sell	23 -11	-32%	-$675	﹤0.01%	313
2014 Q4	$1.96K	Hold	34	–	–	﹤0.01%	256
2014 Q3	$1.72K	Buy	+34	New	+$1.88K	﹤0.01%	267
2014 Q1	–	Sell	-34	Closed	-$1.96K	–	420
2013 Q4	$1.96K	Buy	+34	New	+$1.7K	﹤0.01%	256

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 $1.37T 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 New York $150B AUM 40.08% 1-Year Est. Return

Raffa Wealth Management's EPR Position: Q1 2017 in Review

Raffa Wealth Management sold out of EPR Properties (EPR) in Q1 2017, closing a stake of 13 shares — an estimated $933 sold.

Raffa Wealth Management first reported a position in EPR in Q4 2013 and held it in 11 quarters. The position peaked at $1.96K in Q4 2014. 296 funds tracked by Wall St. Rank hold EPR as of Q1 2017.

Raffa Wealth Management reported no remaining EPR Properties position as of Q1 2017 after selling out during the quarter.
Raffa Wealth Management sold 13 EPR Properties shares in Q1 2017, an estimated $933.
Raffa Wealth Management first reported a position in EPR Properties in Q4 2013 and held it in 11 quarters.
Raffa Wealth Management's EPR Properties position peaked at $1.96K in Q4 2014.
296 funds tracked by Wall St. Rank held EPR Properties as of Q1 2017.

Based on Raffa Wealth Management's 13F filing for Q1 2017, filed 27 Jul 2026.