TCI Wealth Advisors’s EPR Properties EPR Stock Holding History

TCI 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 Q2	–	Sell	-30	Closed	-$1.14K	–	835
2023 Q1	$1.14K	Sell	30 -50	-63%	-$1.99K	﹤0.01%	2088
2022 Q4	$3.02K	Sell	80 -393	-83%	-$15.3K	﹤0.01%	1855
2022 Q3	$17K	Buy	473 +443	+1,477%	+$20.9K	﹤0.01%	727
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	2130
2022 Q1	$2K	Hold	30	–	–	﹤0.01%	1968
2021 Q4	$1K	Hold	30	–	–	﹤0.01%	2185
2021 Q3	$1K	Hold	30	–	–	﹤0.01%	2254
2021 Q2	$2K	Hold	30	–	–	﹤0.01%	1992
2021 Q1	$1K	Hold	30	–	–	﹤0.01%	2052
2020 Q4	$1K	Sell	30 -12	-29%	-$353	﹤0.01%	1366
2020 Q3	$1K	Buy	42 +12	+40%	+$375	﹤0.01%	1309
2020 Q2	$1K	Buy	+30	New	+$890	﹤0.01%	1241
2020 Q1	–	Sell	-350	Closed	-$25K	–	1549
2019 Q4	$25K	Sell	350 -79	-18%	-$5.83K	0.01%	507
2019 Q3	$33K	Buy	429 +79	+23%	+$6.01K	0.01%	399
2019 Q2	$26K	Hold	350	–	–	0.01%	419
2019 Q1	$27K	Hold	350	–	–	0.01%	439
2018 Q4	$22K	Hold	350	–	–	0.01%	454
2018 Q3	$24K	Hold	350	–	–	0.01%	463
2018 Q2	$23K	Hold	350	–	–	0.01%	455
2018 Q1	$19K	Buy	350 +119	+52%	+$6.89K	0.01%	493
2017 Q4	$15K	Sell	231 -61	-21%	-$4.17K	0.01%	545
2017 Q3	$20K	Buy	292 +255	+689%	+$18K	0.01%	460
2017 Q2	$3K	Hold	37	–	–	﹤0.01%	867
2017 Q1	$3K	Hold	37	–	–	﹤0.01%	836
2016 Q4	$3K	Buy	+37	New	+$2.64K	﹤0.01%	904

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WCP

Waterfront Capital Partners New York $153M AUM 13.97% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

TCI Wealth Advisors's EPR Position: Q2 2023 in Review

TCI Wealth Advisors sold out of EPR Properties (EPR) in Q2 2023, closing a stake of 30 shares — an estimated $1.14K sold.

TCI Wealth Advisors first reported a position in EPR in Q4 2016 and held it in 25 quarters. The position peaked at $33K in Q3 2019. 339 funds tracked by Wall St. Rank hold EPR as of Q2 2023.

TCI Wealth Advisors reported no remaining EPR Properties position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 30 EPR Properties shares in Q2 2023, an estimated $1.14K.
TCI Wealth Advisors first reported a position in EPR Properties in Q4 2016 and held it in 25 quarters.
TCI Wealth Advisors's EPR Properties position peaked at $33K in Q3 2019.
339 funds tracked by Wall St. Rank held EPR Properties as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.