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 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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

WFG Advisors's EPR Position: Q2 2017 in Review

WFG Advisors increased its EPR Properties (EPR) stake by 45% in Q2 2017, buying an estimated $159K and bringing the position to 7,026 shares worth $505K. The position accounts for 0.11% of the portfolio, ranked #201.

WFG Advisors first reported a position in EPR in Q2 2013 and has held it in 12 quarters since. 346 funds tracked by Wall St. Rank hold EPR as of Q2 2017.

WFG Advisors held 7,026 shares of EPR Properties worth $505K as of Q2 2017.
WFG Advisors bought 2,178 EPR Properties shares in Q2 2017, an estimated $159K.
EPR Properties made up 0.11% of WFG Advisors's portfolio in Q2 2017, its #201 holding.
WFG Advisors first reported a position in EPR Properties in Q2 2013 and has held it in 12 quarters since.
346 funds tracked by Wall St. Rank held EPR Properties as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.