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BRWA
B. Riley Wealth Advisors’s
EPR Properties
EPR
Stock Holding History
B. Riley Wealth Advisors’s Portfolio
EPR Stock Details
EPR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
–
Sell
-8,737
Closed
-$411K
–
1558
2023
Q2
$411K
Buy
8,737
+34
+0.4%
+$1.44K
0.01%
959
2023
Q1
$334K
Buy
8,703
+317
+4%
+$12.6K
0.01%
1013
2022
Q4
$319K
Sell
8,386
-4,803
-36%
-$187K
0.01%
1022
2022
Q3
$473K
Buy
13,189
+746
+6%
+$35.2K
0.01%
780
2022
Q2
$584K
Buy
12,443
+6,935
+126%
+$351K
0.02%
595
2022
Q1
$302K
Buy
5,508
+654
+13%
+$31.7K
0.01%
1004
2021
Q4
$231K
Buy
4,854
+604
+14%
+$30K
0.01%
1204
2021
Q3
$210K
Buy
+4,250
New
+$216K
0.01%
1224
2019
Q4
–
Sell
-2,640
Closed
-$203K
–
860
2019
Q3
$203K
Sell
2,640
-854
-24%
-$65K
0.02%
724
2019
Q2
$261K
Sell
3,494
-137
-4%
-$10.7K
0.03%
621
2019
Q1
$280K
Buy
3,631
+126
+4%
+$9.17K
0.04%
527
2018
Q4
$225K
Buy
+3,505
New
+$241K
0.03%
543
2015
Q1
–
Sell
-1,309
Closed
-$75
–
979
2014
Q4
$75
Buy
+1,309
New
+$72.7K
﹤0.01%
1870
2014
Q3
–
Sell
-1,338
Closed
-$74.7K
–
1003
2014
Q2
$74.7K
Buy
+1,338
New
+$72.5K
0.02%
849
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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