Corient Private Wealth’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 | $868K | Buy |
14,895
+6,416
| +76% | +$374K | ﹤0.01% | 1503 |
|
|
2025
Q1 | $446K | Buy |
8,479
+169
| +2% | +$8.89K | ﹤0.01% | 1647 |
|
|
2024
Q4 | $368K | Buy |
8,310
+1,182
| +17% | +$52.3K | ﹤0.01% | 1786 |
|
|
2024
Q3 | $350K | Buy |
7,128
+459
| +7% | +$22.5K | ﹤0.01% | 1918 |
|
|
2024
Q2 | $280K | Buy |
6,669
+282
| +4% | +$11.8K | ﹤0.01% | 1945 |
|
|
2024
Q1 | $271K | Buy |
6,387
+116
| +2% | +$4.92K | ﹤0.01% | 1943 |
|
|
2023
Q4 | $304K | Sell |
6,271
-13
| -0.2% | -$630 | ﹤0.01% | 1852 |
|
|
2023
Q3 | $261K | Buy |
6,284
+468
| +8% | +$19.4K | ﹤0.01% | 1802 |
|
|
2023
Q2 | $272K | Sell |
5,816
-806
| -12% | -$37.7K | ﹤0.01% | 1736 |
|
|
2023
Q1 | $252K | Buy |
+6,622
| New | +$252K | ﹤0.01% | 1679 |
|