CFO
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Callan Family Office’s EPR Properties EPR Stock Holding History

Callan Family Office’s Portfolio EPR Stock Details EPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$420K Buy
7,201
+1,968
+38% +$115K 0.01% 653
2025
Q1 		$275K Sell
5,233
-841
-14% -$44.2K 0.02% 442
2024
Q4 		$269K Buy
+6,074
New +$269K 0.02% 510