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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sheaff Brock Investment Advisors's EPR Position: Q4 2019 in Review

Sheaff Brock Investment Advisors sold out of EPR Properties (EPR) in Q4 2019, closing a stake of 2,776 shares — an estimated $213K sold.

Sheaff Brock Investment Advisors first reported a position in EPR in Q4 2015 and held it in 10 quarters. The position peaked at $469K in Q2 2017. 425 funds tracked by Wall St. Rank hold EPR as of Q4 2019.

Sheaff Brock Investment Advisors reported no remaining EPR Properties position as of Q4 2019 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 2,776 EPR Properties shares in Q4 2019, an estimated $213K.
Sheaff Brock Investment Advisors first reported a position in EPR Properties in Q4 2015 and held it in 10 quarters.
Sheaff Brock Investment Advisors's EPR Properties position peaked at $469K in Q2 2017.
425 funds tracked by Wall St. Rank held EPR Properties as of Q4 2019.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2019, filed 29 Jan 2020.