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Sanctuary Wealth Management’s EPR Properties EPR Stock Holding History

Sanctuary Wealth Management’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
2024
Q4 		$1.51K Buy
+34
New +$1.56K ﹤0.01% 245

Other funds holding EPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sanctuary Wealth Management's EPR Position: Q4 2024 in Review

Sanctuary Wealth Management opened a new position in EPR Properties (EPR) in Q4 2024: 34 shares worth $1.51K. The stake represents ﹤0.01% of the portfolio and ranks #245 among its holdings.

363 funds tracked by Wall St. Rank hold EPR as of Q4 2024.

  • Sanctuary Wealth Management held 34 shares of EPR Properties worth $1.51K as of Q4 2024.
  • EPR Properties was a new Sanctuary Wealth Management position in Q4 2024.
  • EPR Properties made up ﹤0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #245 holding.
  • 363 funds tracked by Wall St. Rank held EPR Properties as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.