Ray Dalio’s EPR Properties EPR Stock Holding History

Ray Dalio’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
2022 Q4	–	Sell	-37,869	Closed	-$1.36M	–	857
2022 Q3	$1.36M	Buy	+37,869	New	+$1.79M	0.01%	637

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Ray Dalio's EPR Position: Q4 2022 in Review

Ray Dalio sold out of EPR Properties (EPR) in Q4 2022, closing a stake of 37,869 shares — an estimated $1.36M sold.

Ray Dalio first reported a position in EPR in Q3 2022 and held it in 1 quarter. The position peaked at $1.36M in Q3 2022. 333 funds tracked by Wall St. Rank hold EPR as of Q4 2022.

Ray Dalio reported no remaining EPR Properties position as of Q4 2022 after selling out during the quarter.
Ray Dalio sold 37,869 EPR Properties shares in Q4 2022, an estimated $1.36M.
Ray Dalio first reported a position in EPR Properties in Q3 2022 and held it in 1 quarter.
Ray Dalio's EPR Properties position peaked at $1.36M in Q3 2022.
333 funds tracked by Wall St. Rank held EPR Properties as of Q4 2022.

Based on Bridgewater Associates's 13F filing for Q4 2022, filed 13 Feb 2023.