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WR Wealth Planners’s EPR Properties EPR Stock Holding History

WR Wealth Planners’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
2024
Q4 		$3.83K Buy
86
+25
+41% +$1.15K ﹤0.01% 746
2024
Q3 		$2.97K Buy
61
+2
+3% +$91 ﹤0.01% 826
2024
Q2 		$2.5K Buy
59
+1
+2% +$41 ﹤0.01% 840
2024
Q1 		$2.47K Buy
+58
New +$2.53K ﹤0.01% 838
2022
Q2 		– Sell
-318
Closed -$17.4K – 529
2022
Q1 		$17.4K Buy
+318
New +$15.4K 0.01% 242

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WR Wealth Planners's EPR Position: Q4 2024 in Review

WR Wealth Planners increased its EPR Properties (EPR) stake by 41% in Q4 2024, buying an estimated $1.15K and bringing the position to 86 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #746.

WR Wealth Planners first reported a position in EPR in Q1 2022 and has held it in 5 quarters since. The position peaked at $17.4K in Q1 2022. 363 funds tracked by Wall St. Rank hold EPR as of Q4 2024.

  • WR Wealth Planners held 86 shares of EPR Properties worth $3.83K as of Q4 2024.
  • WR Wealth Planners bought 25 EPR Properties shares in Q4 2024, an estimated $1.15K.
  • EPR Properties made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #746 holding.
  • WR Wealth Planners first reported a position in EPR Properties in Q1 2022 and has held it in 5 quarters since.
  • WR Wealth Planners's EPR Properties position peaked at $17.4K in Q1 2022.
  • 363 funds tracked by Wall St. Rank held EPR Properties as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.