Wealthcare Capital Management’s EPR Properties EPR Stock Holding History

Wealthcare Capital 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 Q2	–	Sell	-84	Closed	-$4K	–	258
2021 Q1	$4K	Buy	+84	New	+$3.54K	﹤0.01%	418
2019 Q4	–	Sell	-54	Closed	-$4K	–	670
2019 Q3	$4K	Hold	54	–	–	﹤0.01%	170
2019 Q2	$4K	Hold	54	–	–	﹤0.01%	162
2019 Q1	$4K	Hold	54	–	–	﹤0.01%	170
2018 Q4	$3K	Hold	54	–	–	﹤0.01%	170
2018 Q3	$4K	Hold	54	–	–	﹤0.01%	170
2018 Q2	$3K	Hold	54	–	–	﹤0.01%	170
2018 Q1	$3K	Hold	54	–	–	﹤0.01%	173
2017 Q4	$4K	Hold	54	–	–	﹤0.01%	161
2017 Q3	$4K	Hold	54	–	–	﹤0.01%	151
2017 Q2	$4K	Buy	+54	New	+$3.94K	﹤0.01%	144

Other funds holding EPR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Wealthcare Capital Management's EPR Position: Q2 2021 in Review

Wealthcare Capital Management sold out of EPR Properties (EPR) in Q2 2021, closing a stake of 84 shares — an estimated $4K sold.

Wealthcare Capital Management first reported a position in EPR in Q2 2017 and held it in 11 quarters. The position peaked at $4K in Q1 2021. 316 funds tracked by Wall St. Rank hold EPR as of Q2 2021.

Wealthcare Capital Management reported no remaining EPR Properties position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 84 EPR Properties shares in Q2 2021, an estimated $4K.
Wealthcare Capital Management first reported a position in EPR Properties in Q2 2017 and held it in 11 quarters.
Wealthcare Capital Management's EPR Properties position peaked at $4K in Q1 2021.
316 funds tracked by Wall St. Rank held EPR Properties as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.