Beverly Hills Private Wealth’s EPR Properties 9.00% Series E Cumulative Convertible Preferred Shares EPR.PRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.18M	Buy	37,687 +21,512	+133%	+$671K	0.22%	115
2025 Q1	$485K	Buy	16,175 +5,854	+57%	+$176K	0.1%	178
2024 Q4	$281K	Buy	10,321 +427	+4%	+$11.6K	0.06%	266
2024 Q3	$303K	Buy	+9,894	New	+$303K	0.06%	269