WA
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WFG Advisors’s EPR Properties EPR Stock Holding History

WFG Advisors’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
2017
Q2 		$505K Buy
7,026
+2,178
+45% +$159K 0.11% 201
2017
Q1 		$357K Sell
4,848
-278
-5% -$20.5K 0.1% 227
2016
Q4 		$368K Buy
5,126
+2,120
+71% +$151K 0.09% 243
2016
Q3 		$237K Buy
+3,006
New +$240K 0.06% 325
2015
Q2 		– Sell
-49
Closed -$3K – 1701
2015
Q1 		$3K Sell
49
-149
-75% -$9.15K ﹤0.01% 1460
2014
Q4 		$11K Buy
198
+1
+0.5% +$56 ﹤0.01% 1412
2014
Q3 		$10K Buy
197
+47
+31% +$2.6K ﹤0.01% 1489
2014
Q2 		$8K Hold
150
– – ﹤0.01% 1549
2014
Q1 		$8K Sell
150
-400
-73% -$20.6K ﹤0.01% 1509
2013
Q4 		$27K Hold
550
– – ﹤0.01% 1218
2013
Q3 		$27K Buy
550
+400
+267% +$20.2K ﹤0.01% 1148
2013
Q2 		$8K Buy
+150
New +$8.14K ﹤0.01% 1527

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return