Dimensional Fund Advisors’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $56.5M | Buy |
1,131,680
+26,506
| +2% | +$1.46M | 0.01% | 1438 |
|
|
2025
Q4 | $55.1M | Buy |
1,105,174
+1,880
| +0.2% | +$97.9K | 0.01% | 1450 |
|
|
2025
Q3 | $64M | Buy |
1,103,294
+15,667
| +1% | +$880K | 0.01% | 1380 |
|
|
2025
Q2 | $63.4M | Sell |
1,087,627
-21,089
| -2% | -$1.11M | 0.01% | 1359 |
|
|
2025
Q1 | $58.3M | Buy |
1,108,716
+33,387
| +3% | +$1.64M | 0.01% | 1375 |
|
|
2024
Q4 | $47.6M | Sell |
1,075,329
-15,497
| -1% | -$710K | 0.01% | 1538 |
|
|
2024
Q3 | $53.5M | Sell |
1,090,826
-15,767
| -1% | -$720K | 0.01% | 1468 |
|
|
2024
Q2 | $46.5M | Buy |
1,106,593
+53,997
| +5% | +$2.22M | 0.01% | 1512 |
|
|
2024
Q1 | $44.7M | Sell |
1,052,596
-8,564
| -0.8% | -$373K | 0.01% | 1537 |
|
|
2023
Q4 | $51.4M | Buy |
1,061,160
+3,162
| +0.3% | +$141K | 0.02% | 1427 |
|
|
2023
Q3 | $43.9M | Sell |
1,057,998
-4,611
| -0.4% | -$203K | 0.01% | 1435 |
|
|
2023
Q2 | $49.7M | Buy |
1,062,609
+14,271
| +1% | +$602K | 0.02% | 1363 |
|
|
2023
Q1 | $39.9M | Buy |
1,048,338
+28,407
| +3% | +$1.13M | 0.01% | 1494 |
|
|
2022
Q4 | $38.5K | Sell |
1,019,931
-27,123
| -3% | -$1.06M | 0.01% | 1487 |
|
|
2022
Q3 | $37.5M | Sell |
1,047,054
-4,677
| -0.4% | -$221K | 0.01% | 1441 |
|
|
2022
Q2 | $49.4M | Sell |
1,051,731
-3,807
| -0.4% | -$193K | 0.02% | 1296 |
|
|
2022
Q1 | $57.7M | Sell |
1,055,538
-18,027
| -2% | -$873K | 0.02% | 1299 |
|
|
2021
Q4 | $51M | Sell |
1,073,565
-30,730
| -3% | -$1.53M | 0.02% | 1394 |
|
|
2021
Q3 | $54.5M | Buy |
1,104,295
+22,142
| +2% | +$1.12M | 0.02% | 1341 |
|
|
2021
Q2 | $57M | Sell |
1,082,153
-35,256
| -3% | -$1.75M | 0.02% | 1327 |
|
|
2021
Q1 | $52.1M | Sell |
1,117,409
-13,011
| -1% | -$549K | 0.02% | 1415 |
|
|
2020
Q4 | $36.7M | Sell |
1,130,420
-32,648
| -3% | -$960K | 0.01% | 1612 |
|
|
2020
Q3 | $32M | Sell |
1,163,068
-90,659
| -7% | -$2.83M | 0.01% | 1551 |
|
|
2020
Q2 | $41.5M | Buy |
1,253,727
+34,063
| +3% | +$1.01M | 0.02% | 1360 |
|
|
2020
Q1 | $29.5M | Buy |
1,219,664
+30,166
| +3% | +$1.73M | 0.02% | 1480 |
|
|
2019
Q4 | $84M | Buy |
1,189,498
+18,315
| +2% | +$1.35M | 0.03% | 881 |
|
|
2019
Q3 | $90M | Buy |
1,171,183
+27,931
| +2% | +$2.13M | 0.04% | 765 |
|
|
2019
Q2 | $85.3M | Buy |
1,143,252
+6,630
| +0.6% | +$517K | 0.03% | 847 |
|
|
2019
Q1 | $87.4M | Sell |
1,136,622
-22,980
| -2% | -$1.67M | 0.03% | 789 |
|
|
2018
Q4 | $74.3M | Buy |
1,159,602
+7,086
| +0.6% | +$488K | 0.03% | 820 |
|
|
2018
Q3 | $78.8M | Buy |
1,152,516
+35,099
| +3% | +$2.39M | 0.03% | 939 |
|
|
2018
Q2 | $72.4M | Buy |
1,117,417
+30,292
| +3% | +$1.79M | 0.03% | 976 |
|
|
2018
Q1 | $60.2M | Buy |
1,087,125
+52,314
| +5% | +$3.03M | 0.03% | 1123 |
|
|
2017
Q4 | $67.7M | Buy |
1,034,811
+30,447
| +3% | +$2.08M | 0.03% | 983 |
|
|
2017
Q3 | $70M | Buy |
1,004,364
+71,892
| +8% | +$5.06M | 0.03% | 904 |
|
|
2017
Q2 | $67M | Buy |
932,472
+64,347
| +7% | +$4.69M | 0.03% | 887 |
|
|
2017
Q1 | $63.9M | Buy |
868,125
+30,184
| +4% | +$2.23M | 0.03% | 891 |
|
|
2016
Q4 | $60.1M | Buy |
837,941
+16,301
| +2% | +$1.16M | 0.03% | 912 |
|
|
2016
Q3 | $64.7M | Buy |
821,640
+9,944
| +1% | +$795K | 0.04% | 765 |
|
|
2016
Q2 | $65.5M | Buy |
811,696
+12,617
| +2% | +$887K | 0.04% | 696 |
|
|
2016
Q1 | $53.2M | Buy |
799,079
+43,343
| +6% | +$2.64M | 0.03% | 853 |
|
|
2015
Q4 | $44.2M | Buy |
755,736
+31,603
| +4% | +$1.76M | 0.03% | 975 |
|
|
2015
Q3 | $37.3M | Buy |
724,133
+15,681
| +2% | +$849K | 0.02% | 1100 |
|
|
2015
Q2 | $38.8M | Buy |
708,452
+8,649
| +1% | +$502K | 0.02% | 1142 |
|
|
2015
Q1 | $42M | Buy |
699,803
+2,690
| +0.4% | +$165K | 0.03% | 1015 |
|
|
2014
Q4 | $40.2M | Buy |
697,113
+39,181
| +6% | +$2.18M | 0.03% | 984 |
|
|
2014
Q3 | $33.3M | Buy |
657,932
+24,256
| +4% | +$1.34M | 0.02% | 1051 |
|
|
2014
Q2 | $35.4M | Buy |
633,676
+45,134
| +8% | +$2.45M | 0.02% | 1027 |
|
|
2014
Q1 | $31.4M | Buy |
588,542
+24,136
| +4% | +$1.24M | 0.02% | 1069 |
|
|
2013
Q4 | $27.7M | Buy |
564,406
+54,207
| +11% | +$2.71M | 0.02% | 1161 |
|
|
2013
Q3 | $24.9M | Buy |
510,199
+21,158
| +4% | +$1.07M | 0.02% | 1158 |
|
|
2013
Q2 | $24.6M | Buy |
+489,041
| New | +$26.5M | 0.02% | 1040 |
|
Other funds holding EPR
VPM
VCM
QCM
