Diversify Advisory 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	$1.64M	Buy	30,735 +14,245	+86%	+$760K	0.06%	218
2025 Q1	$817K	Sell	16,490 -1,745	-10%	-$86.5K	0.05%	258
2024 Q4	$808K	Buy	18,235 +4,794	+36%	+$212K	0.04%	262
2024 Q3	$640K	Buy	13,441 +4,679	+53%	+$223K	0.03%	337
2024 Q2	$363K	Buy	+8,762	New	+$363K	0.02%	456