CIBC Private Wealth Group’s EPR Properties EPR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$128K Sell
2,191
-3,405
-61% -$198K ﹤0.01% 1292
2025
Q1
$244K Sell
5,596
-191
-3% -$8.31K ﹤0.01% 1014
2024
Q4
$260K Buy
5,787
+787
+16% +$35.4K ﹤0.01% 1064
2024
Q3
$245K Buy
5,000
+164
+3% +$8.04K ﹤0.01% 1096
2024
Q2
$201K Buy
4,836
+276
+6% +$11.5K ﹤0.01% 1100
2024
Q1
$191K Buy
4,560
+320
+8% +$13.4K ﹤0.01% 1139
2023
Q4
$205K Buy
+4,240
New +$205K ﹤0.01% 1065
2019
Q2
Sell
-12,555
Closed -$965K 930
2019
Q1
$965K Sell
12,555
-523
-4% -$40.2K ﹤0.01% 597
2018
Q4
$837K Buy
13,078
+1,859
+17% +$119K ﹤0.01% 595
2018
Q3
$768K Buy
11,219
+430
+4% +$29.4K ﹤0.01% 695
2018
Q2
$699K Sell
10,789
-36
-0.3% -$2.33K ﹤0.01% 707
2018
Q1
$600K Sell
10,825
-2,981
-22% -$165K ﹤0.01% 741
2017
Q4
$904K Sell
13,806
-205
-1% -$13.4K ﹤0.01% 674
2017
Q3
$977K Buy
+14,011
New +$977K ﹤0.01% 648