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Wipfli Financial Advisors’s EPR Properties EPR Stock Holding History

Wipfli Financial 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
2022
Q3 		$14K Buy
+377
New +$17.8K ﹤0.01% 1709

Other funds holding EPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RIM
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wipfli Financial Advisors's EPR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in EPR Properties (EPR) in Q3 2022: 377 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #1709 among its holdings.

319 funds tracked by Wall St. Rank hold EPR as of Q3 2022.

  • Wipfli Financial Advisors held 377 shares of EPR Properties worth $14K as of Q3 2022.
  • EPR Properties was a new Wipfli Financial Advisors position in Q3 2022.
  • EPR Properties made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1709 holding.
  • 319 funds tracked by Wall St. Rank held EPR Properties as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.