Cerity Partners’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 | $2.03M | Buy |
34,880
+12,791
| +58% | +$745K | ﹤0.01% | 1211 |
|
|
2025
Q1 | $1.16M | Buy |
22,089
+1,360
| +7% | +$71.6K | ﹤0.01% | 1357 |
|
|
2024
Q4 | $951K | Buy |
20,729
+1,707
| +9% | +$78.3K | ﹤0.01% | 1440 |
|
|
2024
Q3 | $933K | Buy |
19,022
+4,507
| +31% | +$221K | ﹤0.01% | 1425 |
|
|
2024
Q2 | $609K | Buy |
14,515
+199
| +1% | +$8.35K | ﹤0.01% | 1453 |
|
|
2024
Q1 | $608K | Buy |
14,316
+9,478
| +196% | +$402K | ﹤0.01% | 1509 |
|
|
2023
Q4 | $234K | Buy |
+4,838
| New | +$234K | ﹤0.01% | 1645 |
|
|
2023
Q1 | – | Sell |
-5,372
| Closed | -$203K | – | 1859 |
|
|
2022
Q4 | $203K | Buy |
+5,372
| New | +$203K | ﹤0.01% | 1339 |
|