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Wealth Quarterback’s EPR Properties EPR Stock Holding History

Wealth Quarterback’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
Q3 		$7K Buy
+131
New +$6.64K ﹤0.01% 527

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealth Quarterback's EPR Position: Q3 2021 in Review

Wealth Quarterback opened a new position in EPR Properties (EPR) in Q3 2021: 131 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #527 among its holdings.

309 funds tracked by Wall St. Rank hold EPR as of Q3 2021.

  • Wealth Quarterback held 131 shares of EPR Properties worth $7K as of Q3 2021.
  • EPR Properties was a new Wealth Quarterback position in Q3 2021.
  • EPR Properties made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #527 holding.
  • 309 funds tracked by Wall St. Rank held EPR Properties as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.