SFMG Wealth Advisors’s EPR Properties EPR Stock Holding History

SFMG Wealth Advisors’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
2020 Q1	–	Sell	-3,050	Closed	-$215K	–	156
2019 Q4	$215K	Hold	3,050	–	–	0.03%	152
2019 Q3	$234K	Hold	3,050	–	–	0.03%	135
2019 Q2	$227K	Hold	3,050	–	–	0.03%	135
2019 Q1	$235K	Buy	+3,050	New	+$222K	0.03%	127
2018 Q4	–	Sell	-3,050	Closed	-$208K	–	139
2018 Q3	$208K	Sell	3,050 -2,400	-44%	-$163K	0.03%	130
2018 Q2	$353K	Hold	5,450	–	–	0.06%	95
2018 Q1	$302K	Buy	5,450 +300	+6%	+$17.4K	0.05%	104
2017 Q4	$337K	Hold	5,150	–	–	0.06%	103
2017 Q3	$359K	Hold	5,150	–	–	0.07%	89
2017 Q2	$370K	Buy	+5,150	New	+$375K	0.08%	77

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NTCM

Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

SFMG Wealth Advisors's EPR Position: Q1 2020 in Review

SFMG Wealth Advisors sold out of EPR Properties (EPR) in Q1 2020, closing a stake of 3,050 shares — an estimated $215K sold.

SFMG Wealth Advisors first reported a position in EPR in Q2 2017 and held it in 10 quarters. The position peaked at $370K in Q2 2017. 335 funds tracked by Wall St. Rank hold EPR as of Q1 2020.

SFMG Wealth Advisors reported no remaining EPR Properties position as of Q1 2020 after selling out during the quarter.
SFMG Wealth Advisors sold 3,050 EPR Properties shares in Q1 2020, an estimated $215K.
SFMG Wealth Advisors first reported a position in EPR Properties in Q2 2017 and held it in 10 quarters.
SFMG Wealth Advisors's EPR Properties position peaked at $370K in Q2 2017.
335 funds tracked by Wall St. Rank held EPR Properties as of Q1 2020.

Based on SFMG Wealth Advisors's 13F filing for Q1 2020, filed 8 May 2020.