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Triton Wealth Management’s EPR Properties EPR Stock Holding History

Triton Wealth Management’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
2021
Q4 		– Sell
-4,071
Closed -$212K – 99
2021
Q3 		$212K Buy
4,071
+40
+1% +$2.03K 0.1% 98
2021
Q2 		$201K Buy
+4,031
New +$200K 0.11% 109

Other funds holding EPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Triton Wealth Management's EPR Position: Q4 2021 in Review

Triton Wealth Management sold out of EPR Properties (EPR) in Q4 2021, closing a stake of 4,071 shares — an estimated $212K sold.

Triton Wealth Management first reported a position in EPR in Q2 2021 and held it in 2 quarters. The position peaked at $212K in Q3 2021. 323 funds tracked by Wall St. Rank hold EPR as of Q4 2021.

  • Triton Wealth Management reported no remaining EPR Properties position as of Q4 2021 after selling out during the quarter.
  • Triton Wealth Management sold 4,071 EPR Properties shares in Q4 2021, an estimated $212K.
  • Triton Wealth Management first reported a position in EPR Properties in Q2 2021 and held it in 2 quarters.
  • Triton Wealth Management's EPR Properties position peaked at $212K in Q3 2021.
  • 323 funds tracked by Wall St. Rank held EPR Properties as of Q4 2021.

Based on Triton Wealth Management's 13F filing for Q4 2021, filed 7 Feb 2022.