Riverview Trust Company’s EPR Properties EPR Stock Holding History

Riverview Trust Company’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	-406	Closed	-$15K	–	763
2022 Q3	$15K	Buy	+406	New	+$19.2K	0.01%	428

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

Riverview Trust Company's EPR Position: Q4 2022 in Review

Riverview Trust Company sold out of EPR Properties (EPR) in Q4 2022, closing a stake of 406 shares — an estimated $15K sold.

Riverview Trust Company first reported a position in EPR in Q3 2022 and held it in 1 quarter. The position peaked at $15K in Q3 2022. 332 funds tracked by Wall St. Rank hold EPR as of Q4 2022.

Riverview Trust Company reported no remaining EPR Properties position as of Q4 2022 after selling out during the quarter.
Riverview Trust Company sold 406 EPR Properties shares in Q4 2022, an estimated $15K.
Riverview Trust Company first reported a position in EPR Properties in Q3 2022 and held it in 1 quarter.
Riverview Trust Company's EPR Properties position peaked at $15K in Q3 2022.
332 funds tracked by Wall St. Rank held EPR Properties as of Q4 2022.

Based on Riverview Trust Company's 13F filing for Q4 2022, filed 26 Jan 2023.