IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $130K | Sell |
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|
2025
Q2 | $144K | Buy |
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|
2025
Q1 | $67.3K | Sell |
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|
2024
Q4 | $80.9K | Buy |
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|
2024
Q3 | $88.3K | Sell |
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|
2024
Q2 | $84.9K | Buy |
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|
2024
Q1 | $33.3K | Buy |
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|
2023
Q4 | $37.5K | Buy |
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|
2023
Q3 | $31.7K | Buy |
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|
2023
Q2 | $35.3K | Sell |
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|
2023
Q1 | $53K | Sell |
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|
2022
Q4 | $92K | Sell |
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|
2022
Q3 | $123K | Buy |
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|
2022
Q2 | $113K | Hold |
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|
2022
Q1 | $113K | Buy |
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|
2021
Q4 | $29K | Buy |
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|
2021
Q3 | $29K | Sell |
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|
2021
Q2 | $47K | Buy |
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|
2021
Q1 | $27K | Buy |
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|
2020
Q4 | $5K | Sell |
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|
2020
Q3 | $8K | Sell |
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|
2020
Q2 | $19K | Sell |
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|
2020
Q1 | $33K | Sell |
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|
2019
Q4 | $103K | Sell |
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|
2019
Q3 | $269K | Buy |
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|
2019
Q1 | $169K | Sell |
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|
2018
Q4 | $295K | Sell |
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|
2018
Q3 | $416K | Sell |
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|
2018
Q2 | $431K | Sell |
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|
2018
Q1 | $474K | Hold |
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|
2017
Q4 | $474K | Sell |
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|
2017
Q3 | $1.26M | Sell |
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|
2017
Q2 | $1.37M | Buy |
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|
2017
Q1 | $244K | Buy |
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|
2016
Q4 | $227K | Buy |
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|
2016
Q3 | $235K | Buy |
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|
2016
Q2 | $221K | Buy |
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|
2016
Q1 | $169K | Buy |
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|
2015
Q4 | $113K | Buy |
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