Focus Partners Wealth’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 | $638K | Buy |
10,951
+2,090
| +24% | +$122K | ﹤0.01% | 1308 |
|
|
2025
Q1 | $466K | Buy |
8,861
+1,062
| +14% | +$55.9K | ﹤0.01% | 1363 |
|
|
2024
Q4 | $345K | Buy |
7,799
+1,642
| +27% | +$72.7K | ﹤0.01% | 1470 |
|
|
2024
Q3 | $302K | Buy |
6,157
+147
| +2% | +$7.21K | ﹤0.01% | 1312 |
|
|
2024
Q2 | $252K | Buy |
6,010
+167
| +3% | +$7K | ﹤0.01% | 1112 |
|
|
2024
Q1 | $248K | Hold |
5,843
| – | – | ﹤0.01% | 883 |
|
|
2023
Q4 | $283K | Buy |
+5,843
| New | +$283K | ﹤0.01% | 681 |
|