AIA
Affinity Investment Advisors’s EPR Properties EPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Sell |
4,399
-17
| -0.4% | -$990 | 0.19% | 119 |
|
|
2025
Q1 | $232K | Buy |
+4,416
| New | +$232K | 0.19% | 126 |
|
|
2024
Q4 | – | Sell |
-8,207
| Closed | -$402K | – | 139 |
|
|
2024
Q3 | $402K | Hold |
8,207
| – | – | 0.28% | 100 |
|
|
2024
Q2 | $345K | Hold |
8,207
| – | – | 0.26% | 99 |
|
|
2024
Q1 | $348K | Sell |
8,207
-31
| -0.4% | -$1.32K | 0.25% | 102 |
|
|
2023
Q4 | $399K | Hold |
8,238
| – | – | 0.27% | 119 |
|
|
2023
Q3 | $342K | Buy |
+8,238
| New | +$342K | 0.22% | 150 |
|
|
2017
Q2 | – | Sell |
-3,638
| Closed | -$268K | – | 178 |
|
|
2017
Q1 | $268K | Sell |
3,638
-650
| -15% | -$47.9K | 0.02% | 156 |
|
|
2016
Q4 | $308K | Hold |
4,288
| – | – | 0.03% | 136 |
|
|
2016
Q3 | $338K | Sell |
4,288
-770
| -15% | -$60.7K | 0.03% | 121 |
|
|
2016
Q2 | $408K | Hold |
5,058
| – | – | 0.03% | 121 |
|
|
2016
Q1 | $337K | Buy |
+5,058
| New | +$337K | 0.03% | 123 |
|