Global Retirement Partners’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 | $252K | Buy |
+4,321
| New | +$252K | 0.01% | 980 |
|
|
2024
Q4 | $182K | Buy |
4,117
+228
| +6% | +$10.1K | 0.01% | 1002 |
|
|
2024
Q3 | $191K | Buy |
3,889
+602
| +18% | +$29.5K | 0.01% | 929 |
|
|
2024
Q2 | $138K | Buy |
3,287
+1
| +0% | +$42 | ﹤0.01% | 1041 |
|
|
2024
Q1 | $140K | Hold |
3,286
| – | – | 0.01% | 937 |
|
|
2023
Q4 | $155K | Buy |
3,286
+901
| +38% | +$42.5K | 0.01% | 858 |
|
|
2023
Q3 | $96.9K | Sell |
2,385
-38
| -2% | -$1.54K | ﹤0.01% | 951 |
|
|
2023
Q2 | $113K | Buy |
2,423
+39
| +2% | +$1.83K | 0.01% | 891 |
|
|
2023
Q1 | $99.6K | Buy |
2,384
+85
| +4% | +$3.55K | 0.01% | 917 |
|
|
2022
Q4 | $86.7K | Buy |
2,299
+212
| +10% | +$8K | 0.01% | 856 |
|
|
2022
Q3 | $81K | Sell |
2,087
-5
| -0.2% | -$194 | 0.01% | 850 |
|
|
2022
Q2 | $98K | Buy |
2,092
+6
| +0.3% | +$281 | 0.01% | 750 |
|
|
2022
Q1 | $102K | Buy |
+2,086
| New | +$102K | 0.01% | 751 |
|
|
2021
Q4 | – | Sell |
-1,958
| Closed | -$97K | – | 664 |
|
|
2021
Q3 | $97K | Buy |
1,958
+19
| +1% | +$941 | 0.01% | 659 |
|
|
2021
Q2 | $102K | Hold |
1,939
| – | – | 0.01% | 629 |
|
|
2021
Q1 | $90K | Hold |
1,939
| – | – | 0.01% | 593 |
|
|
2020
Q4 | $63K | Hold |
1,939
| – | – | 0.01% | 661 |
|
|
2020
Q3 | $53K | Hold |
1,939
| – | – | 0.01% | 625 |
|
|
2020
Q2 | $64K | Buy |
1,939
+62
| +3% | +$2.05K | 0.01% | 578 |
|
|
2020
Q1 | $45K | Hold |
1,877
| – | – | 0.01% | 592 |
|
|
2019
Q4 | $133K | Hold |
1,877
| – | – | 0.02% | 436 |
|
|
2019
Q3 | $144K | Hold |
1,877
| – | – | 0.02% | 420 |
|
|
2019
Q2 | $140K | Hold |
1,877
| – | – | 0.03% | 400 |
|
|
2019
Q1 | $144K | Hold |
1,877
| – | – | 0.03% | 347 |
|
|
2018
Q4 | $120K | Buy |
1,877
+28
| +2% | +$1.79K | 0.03% | 359 |
|
|
2018
Q3 | $126K | Buy |
1,849
+29
| +2% | +$1.98K | 0.03% | 361 |
|
|
2018
Q2 | $118K | Buy |
1,820
+65
| +4% | +$4.21K | 0.03% | 362 |
|
|
2018
Q1 | $97K | Buy |
1,755
+32
| +2% | +$1.77K | 0.03% | 380 |
|
|
2017
Q4 | $113K | Buy |
1,723
+25
| +1% | +$1.64K | 0.03% | 339 |
|
|
2017
Q3 | $118K | Buy |
1,698
+24
| +1% | +$1.67K | 0.05% | 298 |
|
|
2017
Q2 | $120K | Buy |
+1,674
| New | +$120K | 0.06% | 276 |
|