The Family Firm’s EPR Properties EPR Stock Holding History

The Family Firm’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
2024 Q3	–	Sell	-54	Closed	-$2.27K	–	397
2024 Q2	$2.27K	Buy	+54	New	+$2.22K	﹤0.01%	784

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

The Family Firm's EPR Position: Q3 2024 in Review

The Family Firm sold out of EPR Properties (EPR) in Q3 2024, closing a stake of 54 shares — an estimated $2.27K sold.

The Family Firm first reported a position in EPR in Q2 2024 and held it in 1 quarter. The position peaked at $2.27K in Q2 2024. 356 funds tracked by Wall St. Rank hold EPR as of Q3 2024.

The Family Firm reported no remaining EPR Properties position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 54 EPR Properties shares in Q3 2024, an estimated $2.27K.
The Family Firm first reported a position in EPR Properties in Q2 2024 and held it in 1 quarter.
The Family Firm's EPR Properties position peaked at $2.27K in Q2 2024.
356 funds tracked by Wall St. Rank held EPR Properties as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.