AWA
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Arete Wealth Advisors’s EPR Properties EPR Stock Holding History

Arete Wealth Advisors’s Portfolio EPR Stock Details EPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$403K Sell
6,914
-78
-1% -$4.55K 0.03% 482
2025
Q1 		$365K Hold
6,992
– – 0.03% 476
2024
Q4 		$307K Buy
+6,992
New +$307K 0.02% 548