Ritter Daniher Financial Advisory’s EPR Properties EPR Stock Holding History

Ritter Daniher Financial Advisory’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	-54	Closed	-$2K	–	297
2022 Q3	$2K	Hold	54	–	–	﹤0.01%	219
2022 Q2	$3K	Hold	54	–	–	﹤0.01%	207
2022 Q1	$3K	Hold	54	–	–	﹤0.01%	209
2021 Q4	$3K	Hold	54	–	–	﹤0.01%	207
2021 Q3	$3K	Hold	54	–	–	﹤0.01%	192
2021 Q2	$3K	Hold	54	–	–	﹤0.01%	186
2021 Q1	$3K	Hold	54	–	–	﹤0.01%	173
2020 Q4	$2K	Buy	+54	New	+$1.59K	﹤0.01%	174

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 $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Ritter Daniher Financial Advisory's EPR Position: Q4 2022 in Review

Ritter Daniher Financial Advisory sold out of EPR Properties (EPR) in Q4 2022, closing a stake of 54 shares — an estimated $2K sold.

Ritter Daniher Financial Advisory first reported a position in EPR in Q4 2020 and held it in 8 quarters. The position peaked at $3K in Q2 2022. 332 funds tracked by Wall St. Rank hold EPR as of Q4 2022.

Ritter Daniher Financial Advisory reported no remaining EPR Properties position as of Q4 2022 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 54 EPR Properties shares in Q4 2022, an estimated $2K.
Ritter Daniher Financial Advisory first reported a position in EPR Properties in Q4 2020 and held it in 8 quarters.
Ritter Daniher Financial Advisory's EPR Properties position peaked at $3K in Q2 2022.
332 funds tracked by Wall St. Rank held EPR Properties as of Q4 2022.

Based on Ritter Daniher Financial Advisory's 13F filing for Q4 2022, filed 10 Feb 2023.