Creative Planning’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
Q3 | $2.35M | Buy |
|
|||||
|
2025
Q2 | $2.29M | Sell |
|
|||||
|
2025
Q1 | $2.16M | Buy |
|
|||||
|
2024
Q4 | $1.3M | Buy |
|
|||||
|
2024
Q3 | $1.11M | Buy |
|
|||||
|
2024
Q2 | $686K | Buy |
|
|||||
|
2024
Q1 | $578K | Buy |
|
|||||
|
2023
Q4 | $593K | Buy |
|
|||||
|
2023
Q3 | $467K | Sell |
|
|||||
|
2023
Q2 | $590K | Buy |
|
|||||
|
2023
Q1 | $345K | Buy |
|
|||||
|
2022
Q4 | $311K | Buy |
|
|||||
|
2022
Q3 | $204K | Buy |
|
|||||
|
2022
Q2 | $255K | Sell |
|
|||||
|
2022
Q1 | $1.23M | Buy |
|
|||||
|
2021
Q4 | $875K | Buy |
|
|||||
|
2021
Q3 | $903K | Sell |
|
|||||
|
2021
Q2 | $1.33M | Sell |
|
|||||
|
2021
Q1 | $1.61M | Buy |
|
|||||
|
2020
Q4 | $930K | Sell |
|
|||||
|
2020
Q3 | $836K | Buy |
|
|||||
|
2020
Q2 | $995K | Sell |
|
|||||
|
2020
Q1 | $786K | Buy |
|
|||||
|
2019
Q4 | $1.45M | Sell |
|
|||||
|
2019
Q3 | $1.97M | Sell |
|
|||||
|
2019
Q2 | $1.94M | Sell |
|
|||||
|
2019
Q1 | $2.07M | Buy |
|
|||||
|
2018
Q4 | $1.34M | Buy |
|
|||||
|
2018
Q3 | $1.4M | Buy |
|
|||||
|
2018
Q2 | $1.07M | Buy |
|
|||||
|
2018
Q1 | $504K | Sell |
|
|||||
|
2017
Q4 | $725K | Sell |
|
|||||
|
2017
Q3 | $1.33M | Buy |
|
|||||
|
2017
Q2 | $1.3M | Buy |
|
|||||
|
2017
Q1 | $406K | Buy |
|
|||||
|
2016
Q4 | $345K | Buy |
|
|||||
|
2016
Q3 | $368K | Buy |
|
|||||
|
2016
Q2 | $351K | Sell |
|
|||||
|
2016
Q1 | $514K | Sell |
|
|||||
|
2015
Q4 | $567K | Buy |
|
|||||
|
2015
Q3 | $382K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $344K | Buy |
|
|||||
|
2014
Q4 | $275K | Sell |
|
|||||
|
2014
Q3 | $268K | Sell |
|
|||||
|
2014
Q2 | $303K | Sell |
|
|||||
|
2014
Q1 | $308K | Buy |
|
|||||
|
2013
Q4 | $217K | Buy |
|
|||||
|
2013
Q3 | $193K | Buy |
|
|||||
|
2013
Q2 | $156K | Buy |
|