Baker Avenue Asset Management’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 | $334K | Buy |
5,726
+1,749
| +44% | +$102K | 0.01% | 360 |
|
2025
Q1 | $209K | Buy |
+3,977
| New | +$209K | 0.01% | 431 |
|
2023
Q4 | – | Sell |
-243
| Closed | -$10.1K | – | 682 |
|
2023
Q3 | $10.1K | Buy |
243
+201
| +479% | +$8.35K | ﹤0.01% | 763 |
|
2023
Q2 | $1.97K | Buy |
42
+12
| +40% | +$562 | ﹤0.01% | 981 |
|
2023
Q1 | $1.14K | Buy |
30
+11
| +58% | +$419 | ﹤0.01% | 1130 |
|
2022
Q4 | $717 | Buy |
+19
| New | +$717 | ﹤0.01% | 1199 |
|