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Verus Capital Partners’s EPR Properties EPR Stock Holding History

Verus Capital Partners’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
2020
Q1 		$18K Buy
723
+311
+75% +$17.8K 0.01% 832
2019
Q4 		$29K Buy
+412
New +$30.4K 0.01% 764

Other funds holding EPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NTCM
Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Verus Capital Partners's EPR Position: Q1 2020 in Review

Verus Capital Partners increased its EPR Properties (EPR) stake by 75% in Q1 2020, buying an estimated $17.8K and bringing the position to 723 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #832.

Verus Capital Partners first reported a position in EPR in Q4 2019 and has held it in 2 quarters since. The position peaked at $29K in Q4 2019. 335 funds tracked by Wall St. Rank hold EPR as of Q1 2020.

  • Verus Capital Partners held 723 shares of EPR Properties worth $18K as of Q1 2020.
  • Verus Capital Partners bought 311 EPR Properties shares in Q1 2020, an estimated $17.8K.
  • EPR Properties made up 0.01% of Verus Capital Partners's portfolio in Q1 2020, its #832 holding.
  • Verus Capital Partners first reported a position in EPR Properties in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's EPR Properties position peaked at $29K in Q4 2019.
  • 335 funds tracked by Wall St. Rank held EPR Properties as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.