Rehmann Capital Advisory Group’s EPR Properties EPR Stock Holding History

Rehmann Capital Advisory Group’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
2019 Q3	$36.4K	Hold	474	–	–	﹤0.01%	720
2019 Q2	$35.4K	Buy	474 +39	+9%	+$3.04K	﹤0.01%	958
2019 Q1	$33.5K	Sell	435 -45	-9%	-$3.27K	﹤0.01%	952
2018 Q4	$30.7K	Buy	480 +15	+3%	+$1.03K	﹤0.01%	739
2018 Q3	$31.8K	Sell	465 -54	-10%	-$3.67K	﹤0.01%	968
2018 Q2	$33.6K	Sell	519 -140	-21%	-$8.29K	﹤0.01%	911
2018 Q1	$37K	Buy	+659	New	+$38.2K	0.01%	868

Other funds holding EPR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WCM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Rehmann Capital Advisory Group's EPR Position: Q3 2019 in Review

Rehmann Capital Advisory Group held its EPR Properties (EPR) position steady in Q3 2019 at 474 shares worth $36.4K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Rehmann Capital Advisory Group first reported a position in EPR in Q1 2018 and has held it in 7 quarters since. The position peaked at $37K in Q1 2018. 403 funds tracked by Wall St. Rank hold EPR as of Q3 2019.

Rehmann Capital Advisory Group held 474 shares of EPR Properties worth $36.4K as of Q3 2019.
Rehmann Capital Advisory Group left its EPR Properties share count unchanged in Q3 2019.
EPR Properties made up ﹤0.01% of Rehmann Capital Advisory Group's portfolio in Q3 2019, its #720 holding.
Rehmann Capital Advisory Group first reported a position in EPR Properties in Q1 2018 and has held it in 7 quarters since.
Rehmann Capital Advisory Group's EPR Properties position peaked at $37K in Q1 2018.
403 funds tracked by Wall St. Rank held EPR Properties as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.