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WealthPLAN Partners’s EPR Properties EPR Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-54
Closed -$2.53K – 544
2023
Q2 		$2.53K Sell
54
-162
-75% -$6.84K ﹤0.01% 1042
2023
Q1 		$8.23K Buy
+216
New +$8.61K ﹤0.01% 911
2019
Q2 		– Sell
-3,693
Closed -$288K – 250
2019
Q1 		$288K Sell
3,693
-241
-6% -$17.5K 0.05% 207
2018
Q4 		$297K Sell
3,934
-123
-3% -$8.46K 0.05% 194
2018
Q3 		$285K Sell
4,057
-381
-9% -$25.9K 0.05% 194
2018
Q2 		$287K Sell
4,438
-789
-15% -$46.7K 0.06% 195
2018
Q1 		$289K Buy
5,227
+1,915
+58% +$111K 0.06% 215
2017
Q4 		$217K Buy
3,312
+162
+5% +$11.1K 0.06% 193
2017
Q3 		$220K Sell
3,150
-463
-13% -$32.6K 0.06% 171
2017
Q2 		$260K Buy
+3,613
New +$263K 0.07% 149

Other funds holding EPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return