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Safeguard Investment Advisory Group’s EPR Properties EPR Stock Holding History

Safeguard Investment 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
2021
Q1 		– Sell
-158
Closed -$5K – 257
2020
Q4 		$5K Buy
+158
New +$4.65K ﹤0.01% 527

Other funds holding EPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NTCM
Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Safeguard Investment Advisory Group's EPR Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of EPR Properties (EPR) in Q1 2021, closing a stake of 158 shares — an estimated $5K sold.

Safeguard Investment Advisory Group first reported a position in EPR in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 295 funds tracked by Wall St. Rank hold EPR as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining EPR Properties position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 158 EPR Properties shares in Q1 2021, an estimated $5K.
  • Safeguard Investment Advisory Group first reported a position in EPR Properties in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's EPR Properties position peaked at $5K in Q4 2020.
  • 295 funds tracked by Wall St. Rank held EPR Properties as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.