IFP Advisors’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 | $144K | Buy |
2,466
+1,186
| +93% | +$69.1K | ﹤0.01% | 1434 |
|
|
2025
Q1 | $67.3K | Sell |
1,280
-546
| -30% | -$28.7K | ﹤0.01% | 1747 |
|
|
2024
Q4 | $80.9K | Buy |
1,826
+24
| +1% | +$1.06K | ﹤0.01% | 1574 |
|
|
2024
Q3 | $88.3K | Sell |
1,802
-220
| -11% | -$10.8K | ﹤0.01% | 1462 |
|
|
2024
Q2 | $84.9K | Buy |
2,022
+1,238
| +158% | +$52K | ﹤0.01% | 1433 |
|
|
2024
Q1 | $33.3K | Buy |
784
+11
| +1% | +$467 | ﹤0.01% | 1748 |
|
|
2023
Q4 | $37.5K | Buy |
773
+9
| +1% | +$436 | ﹤0.01% | 1658 |
|
|
2023
Q3 | $31.7K | Buy |
764
+10
| +1% | +$415 | ﹤0.01% | 1750 |
|
|
2023
Q2 | $35.3K | Sell |
754
-111
| -13% | -$5.2K | ﹤0.01% | 1763 |
|
|
2023
Q1 | $53K | Sell |
865
-604
| -41% | -$37K | ﹤0.01% | 1547 |
|
|
2022
Q4 | $92K | Sell |
1,469
-285
| -16% | -$17.8K | ﹤0.01% | 1797 |
|
|
2022
Q3 | $123K | Buy |
1,754
+153
| +10% | +$10.7K | ﹤0.01% | 1710 |
|
|
2022
Q2 | $113K | Hold |
1,601
| – | – | ﹤0.01% | 1606 |
|
|
2022
Q1 | $113K | Buy |
1,601
+1,004
| +168% | +$70.9K | ﹤0.01% | 1606 |
|
|
2021
Q4 | $29K | Buy |
597
+6
| +1% | +$291 | ﹤0.01% | 1748 |
|
|
2021
Q3 | $29K | Sell |
591
-295
| -33% | -$14.5K | ﹤0.01% | 1762 |
|
|
2021
Q2 | $47K | Buy |
886
+300
| +51% | +$15.9K | ﹤0.01% | 1550 |
|
|
2021
Q1 | $27K | Buy |
586
+450
| +331% | +$20.7K | ﹤0.01% | 1704 |
|
|
2020
Q4 | $5K | Sell |
136
-132
| -49% | -$4.85K | ﹤0.01% | 2301 |
|
|
2020
Q3 | $8K | Sell |
268
-310
| -54% | -$9.25K | ﹤0.01% | 1971 |
|
|
2020
Q2 | $19K | Sell |
578
-705
| -55% | -$23.2K | ﹤0.01% | 1580 |
|
|
2020
Q1 | $33K | Sell |
1,283
-152
| -11% | -$3.91K | ﹤0.01% | 1289 |
|
|
2019
Q4 | $103K | Sell |
1,435
-2,101
| -59% | -$151K | 0.01% | 931 |
|
|
2019
Q3 | $269K | Buy |
+3,536
| New | +$269K | 0.02% | 667 |
|
|
2019
Q1 | $169K | Sell |
2,214
-2,388
| -52% | -$182K | 0.02% | 517 |
|
|
2018
Q4 | $295K | Sell |
4,602
-1,486
| -24% | -$95.3K | 0.02% | 718 |
|
|
2018
Q3 | $416K | Sell |
6,088
-569
| -9% | -$38.9K | 0.02% | 751 |
|
|
2018
Q2 | $431K | Sell |
6,657
-577
| -8% | -$37.4K | 0.02% | 724 |
|
|
2018
Q1 | $474K | Hold |
7,234
| – | – | 0.02% | 643 |
|
|
2017
Q4 | $474K | Sell |
7,234
-10,814
| -60% | -$709K | 0.02% | 641 |
|
|
2017
Q3 | $1.26M | Sell |
18,048
-1,069
| -6% | -$74.6K | 0.05% | 371 |
|
|
2017
Q2 | $1.37M | Buy |
19,117
+15,799
| +476% | +$1.14M | 0.06% | 347 |
|
|
2017
Q1 | $244K | Buy |
3,318
+157
| +5% | +$11.5K | 0.01% | 1016 |
|
|
2016
Q4 | $227K | Buy |
3,161
+178
| +6% | +$12.8K | 0.01% | 984 |
|
|
2016
Q3 | $235K | Buy |
2,983
+244
| +9% | +$19.2K | 0.01% | 922 |
|
|
2016
Q2 | $221K | Buy |
2,739
+525
| +24% | +$42.4K | 0.01% | 917 |
|
|
2016
Q1 | $169K | Buy |
2,214
+289
| +15% | +$22.1K | 0.02% | 517 |
|
|
2015
Q4 | $113K | Buy |
+1,925
| New | +$113K | 0.01% | 1109 |
|