Cambridge Investment Research Advisors’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 | $583K | Buy |
9,998
+855
| +9% | +$49.9K | ﹤0.01% | 2402 |
|
|
2025
Q1 | $481K | Sell |
9,143
-872
| -9% | -$45.9K | ﹤0.01% | 2478 |
|
|
2024
Q4 | $443K | Sell |
10,015
-4,016
| -29% | -$178K | ﹤0.01% | 2527 |
|
|
2024
Q3 | $688K | Buy |
14,031
+3,562
| +34% | +$175K | ﹤0.01% | 2154 |
|
|
2024
Q2 | $440K | Buy |
10,469
+469
| +5% | +$19.7K | ﹤0.01% | 2395 |
|
|
2024
Q1 | $424K | Buy |
10,000
+605
| +6% | +$25.7K | ﹤0.01% | 2417 |
|
|
2023
Q4 | $455K | Sell |
9,395
-532
| -5% | -$25.8K | ﹤0.01% | 2263 |
|
|
2023
Q3 | $412K | Sell |
9,927
-6,014
| -38% | -$250K | ﹤0.01% | 2242 |
|
|
2023
Q2 | $746K | Buy |
15,941
+515
| +3% | +$24.1K | ﹤0.01% | 1825 |
|
|
2023
Q1 | $588K | Buy |
15,426
+403
| +3% | +$15.4K | ﹤0.01% | 1976 |
|
|
2022
Q4 | $567K | Buy |
15,023
+558
| +4% | +$21.1K | ﹤0.01% | 1917 |
|
|
2022
Q3 | $519K | Buy |
14,465
+5,066
| +54% | +$182K | ﹤0.01% | 1905 |
|
|
2022
Q2 | $441K | Sell |
9,399
-1,178
| -11% | -$55.3K | ﹤0.01% | 2054 |
|
|
2022
Q1 | $579K | Buy |
10,577
+1,523
| +17% | +$83.4K | ﹤0.01% | 1989 |
|
|
2021
Q4 | $430K | Buy |
9,054
+425
| +5% | +$20.2K | ﹤0.01% | 2232 |
|
|
2021
Q3 | $426K | Buy |
8,629
+781
| +10% | +$38.6K | ﹤0.01% | 2167 |
|
|
2021
Q2 | $413K | Buy |
7,848
+117
| +2% | +$6.16K | ﹤0.01% | 2212 |
|
|
2021
Q1 | $360K | Sell |
7,731
-885
| -10% | -$41.2K | ﹤0.01% | 2155 |
|
|
2020
Q4 | $280K | Sell |
8,616
-3,318
| -28% | -$108K | ﹤0.01% | 2195 |
|
|
2020
Q3 | $328K | Sell |
11,934
-922
| -7% | -$25.3K | ﹤0.01% | 1880 |
|
|
2020
Q2 | $426K | Sell |
12,856
-1,862
| -13% | -$61.7K | ﹤0.01% | 1651 |
|
|
2020
Q1 | $356K | Buy |
14,718
+3,720
| +34% | +$90K | ﹤0.01% | 1569 |
|
|
2019
Q4 | $777K | Buy |
10,998
+381
| +4% | +$26.9K | 0.01% | 1299 |
|
|
2019
Q3 | $816K | Buy |
10,617
+198
| +2% | +$15.2K | 0.01% | 1197 |
|
|
2019
Q2 | $777K | Sell |
10,419
-95
| -0.9% | -$7.09K | 0.01% | 1164 |
|
|
2019
Q1 | $808K | Sell |
10,514
-1,304
| -11% | -$100K | 0.01% | 1158 |
|
|
2018
Q4 | $757K | Buy |
11,818
+741
| +7% | +$47.5K | 0.01% | 1089 |
|
|
2018
Q3 | $758K | Sell |
11,077
-842
| -7% | -$57.6K | 0.01% | 1200 |
|
|
2018
Q2 | $772K | Sell |
11,919
-737
| -6% | -$47.7K | 0.01% | 1135 |
|
|
2018
Q1 | $701K | Sell |
12,656
-620
| -5% | -$34.3K | 0.01% | 1138 |
|
|
2017
Q4 | $869K | Sell |
13,276
-2,024
| -13% | -$132K | 0.01% | 975 |
|
|
2017
Q3 | $1.07M | Sell |
15,300
-281
| -2% | -$19.6K | 0.01% | 825 |
|
|
2017
Q2 | $1.12M | Buy |
+15,581
| New | +$1.12M | 0.02% | 751 |
|
|
2017
Q1 | – | Sell |
-4,335
| Closed | -$311K | – | 1775 |
|
|
2016
Q4 | $311K | Buy |
4,335
+1,574
| +57% | +$113K | 0.01% | 1250 |
|
|
2016
Q3 | $217K | Buy |
+2,761
| New | +$217K | ﹤0.01% | 1502 |
|