CAPTRUST Financial 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 | $550K | Buy |
9,436
+3,730
| +65% | +$217K | ﹤0.01% | 1670 |
|
|
2025
Q1 | $300K | Buy |
+5,706
| New | +$300K | ﹤0.01% | 1941 |
|
|
2024
Q4 | – | Sell |
-5,379
| Closed | -$264K | – | 2323 |
|
|
2024
Q3 | $264K | Buy |
5,379
+480
| +10% | +$23.5K | ﹤0.01% | 1954 |
|
|
2024
Q2 | $206K | Buy |
+4,899
| New | +$206K | ﹤0.01% | 2026 |
|
|
2024
Q1 | – | Sell |
-4,770
| Closed | -$231K | – | 2306 |
|
|
2023
Q4 | $231K | Buy |
+4,770
| New | +$231K | ﹤0.01% | 2293 |
|
|
2023
Q1 | – | Sell |
-6,210
| Closed | -$234K | – | 2336 |
|
|
2022
Q4 | $234K | Buy |
+6,210
| New | +$234K | ﹤0.01% | 1845 |
|