Affinity 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
Q2
$256K Sell
2025
Q1
$232K Buy
2024
Q4
Sell
2024
Q3
$402K Hold
2024
Q2
$345K Hold
2024
Q1
$348K Sell
2023
Q4
$399K Hold
2023
Q3
$342K Buy
2017
Q2
Sell
2017
Q1
$268K Sell
2016
Q4
$308K Hold
2016
Q3
$338K Sell
2016
Q2
$408K Hold
2016
Q1
$337K Buy