EverSource Wealth 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	$177K	Sell	3,544 -171	-5%	-$9.4K	0.01%	1119
2025 Q4	$185K	Sell	3,715 -1,073	-22%	-$55.9K	0.01%	980
2025 Q3	$278K	Sell	4,788 -194	-4%	-$10.9K	0.01%	755
2025 Q2	$290K	Buy	4,982 +3,094	+164%	+$163K	0.01%	684
2025 Q1	$99.3K	Buy	1,888 +358	+23%	+$17.6K	0.01%	917
2024 Q4	$67.7K	Buy	1,530 +522	+52%	+$23.9K	﹤0.01%	1051
2024 Q3	$49.4K	Sell	1,008 -261	-21%	-$11.9K	﹤0.01%	1077
2024 Q2	$57.1K	Buy	1,269 +197	+18%	+$8.11K	﹤0.01%	1031
2024 Q1	$43.5K	Buy	1,072 +37	+4%	+$1.61K	﹤0.01%	1033
2023 Q4	$50.1K	Sell	1,035 -51	-5%	-$2.27K	﹤0.01%	897
2023 Q3	$45.1K	Sell	1,086 -26	-2%	-$1.15K	﹤0.01%	850
2023 Q2	$52K	Buy	1,112 +186	+20%	+$7.85K	0.01%	820
2023 Q1	$35.3K	Buy	926 +55	+6%	+$2.19K	﹤0.01%	906
2022 Q4	$32.9K	Buy	+871	New	+$33.9K	0.01%	922