WealthOne’s EPR Properties EPR Stock Holding History

WealthOne’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
2019 Q1	–	Sell	-220	Closed	-$14K	–	210
2018 Q4	$14K	Buy	+220	New	+$15.1K	0.01%	326

Other funds holding EPR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

WealthOne's EPR Position: Q1 2019 in Review

WealthOne sold out of EPR Properties (EPR) in Q1 2019, closing a stake of 220 shares — an estimated $14K sold.

WealthOne first reported a position in EPR in Q4 2018 and held it in 1 quarter. The position peaked at $14K in Q4 2018. 411 funds tracked by Wall St. Rank hold EPR as of Q1 2019.

WealthOne reported no remaining EPR Properties position as of Q1 2019 after selling out during the quarter.
WealthOne sold 220 EPR Properties shares in Q1 2019, an estimated $14K.
WealthOne first reported a position in EPR Properties in Q4 2018 and held it in 1 quarter.
WealthOne's EPR Properties position peaked at $14K in Q4 2018.
411 funds tracked by Wall St. Rank held EPR Properties as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.