WhitTier Trust Company’s EPR Properties EPR Stock Holding History

WhitTier Trust Company’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
2020 Q2	–	Sell	-175	Closed	-$4K	–	952
2020 Q1	$4K	Hold	175	–	–	﹤0.01%	880
2019 Q4	$12K	Hold	175	–	–	﹤0.01%	809
2019 Q3	$13K	Hold	175	–	–	﹤0.01%	789
2019 Q2	$13K	Hold	175	–	–	﹤0.01%	785
2019 Q1	$13K	Hold	175	–	–	﹤0.01%	781
2018 Q4	$11K	Buy	+175	New	+$12K	﹤0.01%	817
2017 Q2	–	Sell	-129	Closed	-$9K	–	921
2017 Q1	$9K	Hold	129	–	–	﹤0.01%	775
2016 Q4	$9K	Buy	+129	New	+$9.21K	﹤0.01%	782

Other funds holding EPR

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

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

RCM

Redwood Capital Management New York $674M AUM 99.78% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

NTCM

Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

WhitTier Trust Company's EPR Position: Q2 2020 in Review

WhitTier Trust Company sold out of EPR Properties (EPR) in Q2 2020, closing a stake of 175 shares — an estimated $4K sold.

WhitTier Trust Company first reported a position in EPR in Q4 2016 and held it in 8 quarters. The position peaked at $13K in Q3 2019. 315 funds tracked by Wall St. Rank hold EPR as of Q2 2020.

WhitTier Trust Company reported no remaining EPR Properties position as of Q2 2020 after selling out during the quarter.
WhitTier Trust Company sold 175 EPR Properties shares in Q2 2020, an estimated $4K.
WhitTier Trust Company first reported a position in EPR Properties in Q4 2016 and held it in 8 quarters.
WhitTier Trust Company's EPR Properties position peaked at $13K in Q3 2019.
315 funds tracked by Wall St. Rank held EPR Properties as of Q2 2020.

Based on WhitTier Trust Company's 13F filing for Q2 2020, filed 10 Jul 2020.