SWA
EPR icon

Sutton Wealth Advisors’s EPR Properties EPR Stock Holding History

Sutton 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
2023
Q1 		– Sell
-4
Closed -$151 – 1040
2022
Q4 		$151 Buy
+4
New +$156 ﹤0.01% 1612
2022
Q3 		– Sell
-8
Closed -$377 – 1667
2022
Q2 		$375 Hold
8
– – ﹤0.01% 1511
2022
Q1 		$438 Hold
8
– – ﹤0.01% 1501
2021
Q4 		$380 Buy
+8
New +$397 ﹤0.01% 1579
2017
Q3 		– Sell
-90
Closed -$6.47K – 1088
2017
Q2 		$6.47K Hold
90
– – 0.01% 834
2017
Q1 		$6.63K Hold
90
– – 0.01% 806
2016
Q4 		$6.46K Hold
90
– – 0.01% 798
2016
Q3 		$7.09K Buy
+90
New +$7.19K 0.01% 758

Other funds holding EPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sutton Wealth Advisors's EPR Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of EPR Properties (EPR) in Q1 2023, closing a stake of 4 shares — an estimated $151 sold.

Sutton Wealth Advisors first reported a position in EPR in Q3 2016 and held it in 8 quarters. The position peaked at $7.09K in Q3 2016. 326 funds tracked by Wall St. Rank hold EPR as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining EPR Properties position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 4 EPR Properties shares in Q1 2023, an estimated $151.
  • Sutton Wealth Advisors first reported a position in EPR Properties in Q3 2016 and held it in 8 quarters.
  • Sutton Wealth Advisors's EPR Properties position peaked at $7.09K in Q3 2016.
  • 326 funds tracked by Wall St. Rank held EPR Properties as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.