Chicago Partners Investment Group’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 | $559K | Buy |
9,559
+4,516
| +90% | +$264K | 0.02% | 554 |
|
|
2025
Q1 | $254K | Buy |
+5,043
| New | +$254K | 0.01% | 756 |
|
|
2018
Q1 | – | Sell |
-331
| Closed | -$22K | – | 930 |
|
|
2017
Q4 | $22K | Buy |
331
+5
| +2% | +$332 | ﹤0.01% | 595 |
|
|
2017
Q3 | $23K | Sell |
326
-309
| -49% | -$21.8K | ﹤0.01% | 595 |
|
|
2017
Q2 | $45K | Buy |
+635
| New | +$45K | 0.01% | 399 |
|