Atlas Capital Advisors’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $673K | Buy |
11,550
+1,890
| +20% | +$110K | 0.08% | 201 |
|
|
2025
Q1 | $508K | Buy |
+9,660
| New | +$508K | 0.06% | 253 |
|
|
2024
Q4 | – | Sell |
-140
| Closed | -$6.87K | – | 934 |
|
|
2024
Q3 | $6.87K | Buy |
+140
| New | +$6.87K | ﹤0.01% | 752 |
|
|
2024
Q1 | – | Sell |
-4,872
| Closed | -$236K | – | 917 |
|
|
2023
Q4 | $236K | Buy |
4,872
+1,445
| +42% | +$70K | 0.03% | 338 |
|
|
2023
Q3 | $142K | Buy |
3,427
+2,054
| +150% | +$85.3K | 0.02% | 395 |
|
|
2023
Q2 | $64.3K | Buy |
+1,373
| New | +$64.3K | 0.01% | 538 |
|