SBIA
EPR icon

Sheaff Brock Investment Advisors’s EPR Properties EPR Stock Holding History

Sheaff Brock Investment 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
2019
Q4 		– Sell
-2,776
Closed -$213K – 487
2019
Q3 		$213K Buy
+2,776
New +$211K 0.02% 386
2018
Q1 		– Sell
-3,738
Closed -$245K – 564
2017
Q4 		$245K Sell
3,738
-2,796
-43% -$191K 0.03% 402
2017
Q3 		$456K Buy
6,534
+3
+0% +$211 0.06% 272
2017
Q2 		$469K Buy
6,531
+2,191
+50% +$160K 0.06% 284
2017
Q1 		$320K Buy
4,340
+504
+13% +$37.2K 0.04% 380
2016
Q4 		$275K Buy
3,836
+303
+9% +$21.6K 0.03% 431
2016
Q3 		$278K Sell
3,533
-517
-13% -$41.3K 0.04% 380
2016
Q2 		$327K Buy
4,050
+154
+4% +$10.8K 0.04% 351
2016
Q1 		$260K Buy
3,896
+1
+0% +$61 0.03% 422
2015
Q4 		$228K Buy
+3,895
New +$217K 0.03% 476

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return