1IA
1620 Investment Advisors’s EPR Properties EPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
22,842
+7,696
| +51% | +$448K | 0.94% | 21 |
|
|
2025
Q1 | $797K | Buy |
15,146
+75
| +0.5% | +$3.95K | 0.61% | 38 |
|
|
2024
Q4 | $667K | Buy |
15,071
+219
| +1% | +$9.7K | 0.51% | 53 |
|
|
2024
Q3 | $728K | Buy |
14,852
+341
| +2% | +$16.7K | 0.53% | 49 |
|
|
2024
Q2 | $609K | Buy |
14,511
+1,188
| +9% | +$49.9K | 0.47% | 55 |
|
|
2024
Q1 | $566K | Buy |
13,323
+48
| +0.4% | +$2.04K | 0.57% | 59 |
|
|
2023
Q4 | $643K | Sell |
13,275
-211
| -2% | -$10.2K | 0.7% | 45 |
|
|
2023
Q3 | $560K | Buy |
13,486
+59
| +0.4% | +$2.45K | 0.63% | 52 |
|
|
2023
Q2 | $628K | Sell |
13,427
-17
| -0.1% | -$796 | 0.68% | 47 |
|
|
2023
Q1 | $512K | Buy |
13,444
+261
| +2% | +$9.94K | 0.62% | 52 |
|
|
2022
Q4 | $497K | Sell |
13,183
-384
| -3% | -$14.5K | 0.6% | 58 |
|
|
2022
Q3 | $487K | Buy |
13,567
+134
| +1% | +$4.81K | 0.72% | 50 |
|
|
2022
Q2 | $630K | Buy |
13,433
+820
| +7% | +$38.5K | 0.87% | 38 |
|
|
2022
Q1 | $599K | Hold |
12,613
| – | – | 0.65% | 56 |
|
|
2021
Q4 | $599K | Buy |
+12,613
| New | +$599K | 0.67% | 54 |
|