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
Search
Sign in
Sign up
Twin Tree Management’s
EPR Properties
EPR
Stock Holding History
Twin Tree Management’s Portfolio
EPR Stock Details
EPR Fund Activity
Bought
Maintained
Sold
Call Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q4
–
Sell
-12,000
Closed
-$922K
–
1281
2019
Q3
$922K
Sell
12,000
-34,400
-74%
-$2.62M
﹤0.01%
839
2019
Q2
$3.46M
Sell
46,400
-8,500
-15%
-$663K
0.02%
547
2019
Q1
$4.22M
Buy
54,900
+31,200
+132%
+$2.27M
0.02%
482
2018
Q4
$1.52M
Buy
+23,700
New
+$1.63M
0.01%
786
2018
Q2
–
Sell
-10,900
Closed
-$604K
–
1184
2018
Q1
$604K
Sell
10,900
-13,600
-56%
-$788K
﹤0.01%
757
2017
Q4
$1.6M
Buy
24,500
+15,000
+158%
+$1.03M
0.01%
625
2017
Q3
$663K
Buy
+9,500
New
+$669K
0.01%
729
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
Principal Financial Group
Des Moines, Iowa
$187B AUM
18.48%
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
Royal Bank of Canada
Toronto, Ontario, Canada
$570B AUM
27.57%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
WCM
Wedge Capital Management
Charlotte, North Carolina
$6.06B AUM
47.24%
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
Sign up
Sign in
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
Theme
Close