Capital Analysts LLC’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10K | Sell |
200
-63
| -24% | -$3.46K | ﹤0.01% | 1253 |
|
|
2025
Q4 | $13K | Buy |
263
+1
| +0.4% | +$52 | ﹤0.01% | 1190 |
|
|
2025
Q3 | $15K | Sell |
262
-73
| -22% | -$4.1K | ﹤0.01% | 1124 |
|
|
2025
Q2 | $20K | Buy |
335
+3
| +0.9% | +$158 | ﹤0.01% | 1015 |
|
|
2025
Q1 | $17K | Buy |
332
+3
| +0.9% | +$147 | ﹤0.01% | 1029 |
|
|
2024
Q4 | $15K | Buy |
329
+7
| +2% | +$321 | ﹤0.01% | 992 |
|
|
2024
Q3 | $16K | Sell |
322
-1
| -0.3% | -$46 | ﹤0.01% | 935 |
|
|
2024
Q2 | $14K | Sell |
323
-2
| -0.6% | -$82 | ﹤0.01% | 907 |
|
|
2024
Q1 | $14K | Buy |
325
+4
| +1% | +$174 | ﹤0.01% | 878 |
|
|
2023
Q4 | $16K | Buy |
+321
| New | +$14.3K | ﹤0.01% | 840 |
|
|
2020
Q4 | – | Sell |
-936
| Closed | -$26K | – | 757 |
|
|
2020
Q3 | $26K | Hold |
936
| – | – | ﹤0.01% | 473 |
|
|
2020
Q2 | $31K | Buy |
936
+21
| +2% | +$623 | ﹤0.01% | 425 |
|
|
2020
Q1 | $22K | Buy |
915
+13
| +1% | +$745 | ﹤0.01% | 436 |
|
|
2019
Q4 | $64K | Sell |
902
-9
| -1% | -$664 | 0.01% | 362 |
|
|
2019
Q3 | $69K | Sell |
911
-6
| -0.7% | -$457 | 0.01% | 335 |
|
|
2019
Q2 | $68K | Buy |
917
+10
| +1% | +$780 | 0.01% | 327 |
|
|
2019
Q1 | $69K | Buy |
907
+9
| +1% | +$655 | 0.01% | 307 |
|
|
2018
Q4 | $57K | Buy |
898
+11
| +1% | +$757 | 0.01% | 301 |
|
|
2018
Q3 | $61K | Buy |
887
+10
| +1% | +$680 | 0.01% | 295 |
|
|
2018
Q2 | $57K | Buy |
877
+11
| +1% | +$651 | 0.01% | 313 |
|
|
2018
Q1 | $48K | Sell |
866
-598
| -41% | -$34.6K | 0.01% | 312 |
|
|
2017
Q4 | $96K | Buy |
1,464
+17
| +1% | +$1.16K | 0.01% | 246 |
|
|
2017
Q3 | $101K | Buy |
1,447
+160
| +12% | +$11.3K | 0.01% | 243 |
|
|
2017
Q2 | $92.5K | Buy |
1,287
+63
| +5% | +$4.59K | 0.01% | 249 |
|
|
2017
Q1 | $90.1K | Sell |
1,224
-99
| -7% | -$7.31K | 0.01% | 221 |
|
|
2016
Q4 | $95K | Sell |
1,323
-52
| -4% | -$3.71K | 0.02% | 223 |
|
|
2016
Q3 | $108K | Buy |
1,375
+88
| +7% | +$7.03K | 0.02% | 203 |
|
|
2016
Q2 | $104K | Buy |
1,287
+13
| +1% | +$914 | 0.02% | 204 |
|
|
2016
Q1 | $84.9K | Buy |
1,274
+16
| +1% | +$976 | 0.02% | 224 |
|
|
2015
Q4 | $73.5K | Sell |
1,258
-1,227
| -49% | -$68.5K | 0.01% | 244 |
|
|
2015
Q3 | $128K | Buy |
2,485
+1,317
| +113% | +$71.3K | 0.02% | 210 |
|
|
2015
Q2 | $64K | Buy |
1,168
+12
| +1% | +$697 | 0.01% | 257 |
|
|
2015
Q1 | $69.4K | Buy |
1,156
+220
| +24% | +$13.5K | 0.01% | 240 |
|
|
2014
Q4 | $54K | Buy |
936
+167
| +22% | +$9.28K | 0.01% | 249 |
|
|
2014
Q3 | $39K | Buy |
769
+183
| +31% | +$10.1K | 0.01% | 259 |
|
|
2014
Q2 | $32.8K | Buy |
586
+63
| +12% | +$3.41K | 0.01% | 268 |
|
|
2014
Q1 | $27.9K | Buy |
523
+4
| +0.8% | +$206 | 0.01% | 263 |
|
|
2013
Q4 | $25.6K | Buy |
519
+92
| +22% | +$4.61K | 0.01% | 256 |
|
|
2013
Q3 | $20.8K | Sell |
427
-66
| -13% | -$3.33K | 0.01% | 253 |
|
|
2013
Q2 | $24.8K | Buy |
+493
| New | +$26.8K | 0.01% | 234 |
|
Other funds holding EPR
VPM
VCM
QCM
