Corient Private Wealth’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.85M | Buy |
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|
2025
Q3 | $859K | Buy |
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|
2025
Q2 | $854K | Buy |
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|
2025
Q1 | $446K | Buy |
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|
2024
Q4 | $368K | Buy |
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|
2024
Q3 | $350K | Buy |
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|
2024
Q2 | $280K | Buy |
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|
2024
Q1 | $271K | Buy |
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|
2023
Q4 | $304K | Sell |
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|
2023
Q3 | $261K | Buy |
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|
2023
Q2 | $272K | Sell |
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|
2023
Q1 | $252K | Buy |
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