Commonwealth Equity Services’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
$8.42M Sell
144,511
-1,010
-0.7% -$58.8K 0.01% 1022
2025
Q1
$7.66M Buy
145,521
+7,471
+5% +$393K 0.01% 1024
2024
Q4
$6.11M Buy
138,050
+551
+0.4% +$24.4K 0.01% 1119
2024
Q3
$6.74M Sell
137,499
-7,567
-5% -$371K 0.01% 1038
2024
Q2
$6.09M Buy
145,066
+1,321
+0.9% +$55.5K 0.01% 1074
2024
Q1
$6.1M Buy
143,745
+4,737
+3% +$201K 0.01% 1051
2023
Q4
$6.74M Buy
139,008
+17,945
+15% +$869K 0.01% 931
2023
Q3
$5.03M Buy
121,063
+7,208
+6% +$299K 0.01% 1031
2023
Q2
$5.33M Buy
113,855
+6,017
+6% +$282K 0.01% 1001
2023
Q1
$4.11K Buy
107,838
+6,568
+6% +$250 0.01% 1112
2022
Q4
$3.82M Buy
101,270
+5,973
+6% +$225K 0.01% 1114
2022
Q3
$3.42M Buy
95,297
+2,906
+3% +$104K 0.01% 1096
2022
Q2
$4.34M Buy
92,391
+7,695
+9% +$361K 0.01% 963
2022
Q1
$4.63M Buy
84,696
+52,286
+161% +$2.86M 0.01% 984
2021
Q4
$1.54M Sell
32,410
-13,743
-30% -$653K ﹤0.01% 1678
2021
Q3
$2.28M Buy
46,153
+9,020
+24% +$445K 0.01% 1350
2021
Q2
$1.96M Buy
37,133
+7,336
+25% +$386K 0.01% 1432
2021
Q1
$1.39M Buy
29,797
+9,685
+48% +$451K ﹤0.01% 1568
2020
Q4
$653K Sell
20,112
-1,156
-5% -$37.5K ﹤0.01% 1951
2020
Q3
$584K Sell
21,268
-3,453
-14% -$94.8K ﹤0.01% 1857
2020
Q2
$819K Sell
24,721
-4,174
-14% -$138K ﹤0.01% 1547
2020
Q1
$699K Sell
28,895
-5,384
-16% -$130K ﹤0.01% 1478
2019
Q4
$2.42M Buy
34,279
+3,642
+12% +$257K 0.01% 932
2019
Q3
$2.35M Buy
30,637
+830
+3% +$63.8K 0.01% 897
2019
Q2
$2.22M Buy
29,807
+950
+3% +$70.9K 0.01% 905
2019
Q1
$2.22M Sell
28,857
-750
-3% -$57.7K 0.01% 879
2018
Q4
$1.9M Buy
29,607
+473
+2% +$30.3K 0.01% 875
2018
Q3
$1.99M Sell
29,134
-1,285
-4% -$87.9K 0.01% 923
2018
Q2
$1.97M Sell
30,419
-2,333
-7% -$151K 0.01% 906
2018
Q1
$1.81M Sell
32,752
-8,253
-20% -$457K 0.01% 923
2017
Q4
$2.68M Sell
41,005
-3,419
-8% -$224K 0.01% 707
2017
Q3
$3.1M Sell
44,424
-8,721
-16% -$608K 0.02% 604
2017
Q2
$3.82M Buy
53,145
+35,765
+206% +$2.57M 0.02% 519
2017
Q1
$1.28M Buy
17,380
+2,951
+20% +$217K 0.01% 993
2016
Q4
$1.04M Sell
14,429
-414
-3% -$29.7K 0.01% 1017
2016
Q3
$1.17M Sell
14,843
-257
-2% -$20.2K 0.01% 924
2016
Q2
$1.22M Buy
15,100
+1,004
+7% +$81K 0.01% 884
2016
Q1
$939K Buy
14,096
+1,406
+11% +$93.7K 0.01% 979
2015
Q4
$742K Buy
12,690
+2,097
+20% +$123K 0.01% 1079
2015
Q3
$546K Buy
10,593
+1,569
+17% +$80.9K 0.01% 1198
2015
Q2
$494K Buy
9,024
+643
+8% +$35.2K ﹤0.01% 1337
2015
Q1
$503K Sell
8,381
-74
-0.9% -$4.44K 0.01% 1311
2014
Q4
$487K Buy
8,455
+1,082
+15% +$62.3K 0.01% 1301
2014
Q3
$374K Buy
7,373
+2,159
+41% +$110K ﹤0.01% 1419
2014
Q2
$291K Buy
5,214
+706
+16% +$39.4K ﹤0.01% 1568
2014
Q1
$241K Buy
4,508
+356
+9% +$19K ﹤0.01% 1627
2013
Q4
$204K Buy
+4,152
New +$204K ﹤0.01% 1684