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TPCW
TD Private Client Wealth’s
EPR Properties
EPR
Stock Holding History
TD Private Client Wealth’s Portfolio
EPR Stock Details
EPR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
–
Sell
-25
Closed
-$1.17K
–
1235
2023
Q2
$1.17K
Hold
25
–
–
﹤0.01%
1200
2023
Q1
$953
Hold
25
–
–
﹤0.01%
1192
2022
Q4
$943
Hold
25
–
–
﹤0.01%
1149
2022
Q3
$897
Hold
25
–
–
﹤0.01%
1164
2022
Q2
$1.17K
Hold
25
–
–
﹤0.01%
1166
2022
Q1
$1.37K
Hold
25
–
–
﹤0.01%
1194
2021
Q4
$1.19K
Sell
25
-58
-70%
-$2.88K
﹤0.01%
1051
2021
Q3
$4.1K
Hold
83
–
–
﹤0.01%
970
2021
Q2
$4.37K
Hold
83
–
–
﹤0.01%
970
2021
Q1
$3.87K
Hold
83
–
–
﹤0.01%
945
2020
Q4
$2.7K
Sell
83
-21
-20%
-$618
﹤0.01%
935
2020
Q3
$2.86K
Hold
104
–
–
﹤0.01%
886
2020
Q2
$3.45K
Buy
104
+53
+104%
+$1.57K
﹤0.01%
866
2020
Q1
$1.24K
Sell
51
-9
-15%
-$516
﹤0.01%
917
2019
Q4
$4.24K
Buy
+60
New
+$4.43K
﹤0.01%
831
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
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
PI
PGGM Investments
Zeist, Netherlands
$5.7B AUM
17.05%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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