Avantax Advisory Services’s EPR Properties EPR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-4,651	Closed	-$225K	–	1677
2023 Q4	$225K	Buy	+4,651	New	+$207K	﹤0.01%	1407
2023 Q3	–	Sell	-4,587	Closed	-$215K	–	1570
2023 Q2	$215K	Buy	+4,587	New	+$194K	﹤0.01%	1367
2022 Q3	–	Sell	-4,422	Closed	-$208K	–	1346
2022 Q2	$208K	Buy	4,422 +7	+0.2%	+$355	﹤0.01%	1185
2022 Q1	$242K	Buy	4,415 +160	+4%	+$7.75K	﹤0.01%	1110
2021 Q4	$202K	Buy	4,255 +202	+5%	+$10K	﹤0.01%	1167
2021 Q3	$200K	Buy	4,053 +104	+3%	+$5.28K	﹤0.01%	1112
2021 Q2	$208K	Buy	+3,949	New	+$196K	﹤0.01%	1064
2020 Q4	–	Sell	-7,779	Closed	-$216K	–	1052
2020 Q3	$216K	Buy	+7,779	New	+$243K	﹤0.01%	1198
2020 Q2	–	Sell	-9,210	Closed	-$223K	–	861
2020 Q1	$223K	Buy	9,210 +1,656	+22%	+$95K	0.01%	684
2019 Q4	$533K	Buy	+7,554	New	+$557K	0.01%	454