1620 Investment Advisors’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.33M | Buy |
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|
2025
Q2 | $1.33M | Buy |
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|
2025
Q1 | $797K | Buy |
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|
2024
Q4 | $667K | Buy |
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|
2024
Q3 | $728K | Buy |
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|
2024
Q2 | $609K | Buy |
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|
2024
Q1 | $566K | Buy |
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|
2023
Q4 | $643K | Sell |
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|
2023
Q3 | $560K | Buy |
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|
2023
Q2 | $628K | Sell |
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|
2023
Q1 | $512K | Buy |
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|
2022
Q4 | $497K | Sell |
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|
2022
Q3 | $487K | Buy |
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|
2022
Q2 | $630K | Buy |
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|
2022
Q1 | $599K | Hold |
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|
2021
Q4 | $599K | Buy |
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