EP Wealth Advisors’s EPR Properties EPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Buy |
5,883
+1,003
| +21% | +$58.4K | ﹤0.01% | 941 |
|
|
2025
Q1 | $257K | Buy |
4,880
+335
| +7% | +$17.6K | ﹤0.01% | 1003 |
|
|
2024
Q4 | $201K | Buy |
+4,545
| New | +$201K | ﹤0.01% | 1086 |
|
|
2020
Q1 | – | Sell |
-5,849
| Closed | -$413K | – | 394 |
|
|
2019
Q4 | $413K | Buy |
+5,849
| New | +$413K | 0.02% | 297 |
|