Janney Montgomery Scott’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
$1.26M Sell
21,674
-1,576
-7% -$91.8K ﹤0.01% 1443
2025
Q1
$1.22M Sell
23,250
-2,377
-9% -$125K ﹤0.01% 1420
2024
Q4
$1.14M Buy
25,627
+2,215
+9% +$98.1K ﹤0.01% 1471
2024
Q3
$1.15M Sell
23,412
-882
-4% -$43.2K ﹤0.01% 1422
2024
Q2
$1.02M Buy
24,294
+784
+3% +$32.9K ﹤0.01% 1431
2024
Q1
$998K Buy
23,510
+5,239
+29% +$222K ﹤0.01% 1525
2023
Q4
$885K Buy
18,271
+687
+4% +$33.3K ﹤0.01% 1512
2023
Q3
$730K Buy
17,584
+886
+5% +$36.8K ﹤0.01% 1525
2023
Q2
$782K Buy
16,698
+2,703
+19% +$127K ﹤0.01% 1564
2023
Q1
$533K Buy
13,995
+2,994
+27% +$114K ﹤0.01% 1682
2022
Q4
$415K Sell
11,001
-6,697
-38% -$253K ﹤0.01% 1895
2022
Q3
$635K Buy
17,698
+97
+0.6% +$3.48K ﹤0.01% 1544
2022
Q2
$842K Buy
17,601
+1,759
+11% +$84.1K ﹤0.01% 1332
2022
Q1
$867K Buy
15,842
+5,734
+57% +$314K ﹤0.01% 1333
2021
Q4
$480K Buy
10,108
+1,811
+22% +$86K ﹤0.01% 1747
2021
Q3
$410K Buy
+8,297
New +$410K ﹤0.01% 1780
2020
Q3
Sell
-9,724
Closed -$322K 2081
2020
Q2
$322K Sell
9,724
-3,398
-26% -$113K ﹤0.01% 1594
2020
Q1
$318K Sell
13,122
-1,074
-8% -$26K ﹤0.01% 1456
2019
Q4
$1M Buy
14,196
+2,324
+20% +$164K 0.01% 1083
2019
Q3
$913K Sell
11,872
-590
-5% -$45.4K 0.01% 1085
2019
Q2
$930K Buy
12,462
+525
+4% +$39.2K 0.01% 1091
2019
Q1
$918K Buy
11,937
+1,471
+14% +$113K 0.01% 1072
2018
Q4
$670K Buy
10,466
+981
+10% +$62.8K 0.01% 1129
2018
Q3
$649K Buy
9,485
+239
+3% +$16.4K 0.01% 1306
2018
Q2
$599K Sell
9,246
-5,821
-39% -$377K 0.01% 1291
2018
Q1
$835K Buy
15,067
+3,170
+27% +$176K 0.01% 1046
2017
Q4
$779K Buy
11,897
+303
+3% +$19.8K 0.01% 1069
2017
Q3
$809K Buy
11,594
+2,178
+23% +$152K 0.01% 1027
2017
Q2
$677K Buy
9,416
+82
+0.9% +$5.9K 0.01% 1051
2017
Q1
$687K Buy
9,334
+182
+2% +$13.4K 0.01% 1018
2016
Q4
$657K Buy
9,152
+944
+12% +$67.8K 0.01% 967
2016
Q3
$646K Buy
+8,208
New +$646K 0.01% 835
2016
Q2
Sell
-6,702
Closed -$447K 812
2016
Q1
$447K Buy
6,702
+2,240
+50% +$149K 0.01% 820
2015
Q4
$261K Buy
4,462
+436
+11% +$25.5K 0.01% 1103
2015
Q3
$208K Sell
4,026
-1,004
-20% -$51.9K 0.01% 1232
2015
Q2
$276K Sell
5,030
-232
-4% -$12.7K 0.01% 1551
2015
Q1
$316K Sell
5,262
-1,600
-23% -$96.1K 0.01% 1724
2014
Q4
$395K Buy
6,862
+489
+8% +$28.2K 0.01% 1483
2014
Q3
$323K Buy
6,373
+1,002
+19% +$50.8K 0.01% 1587
2014
Q2
$300K Buy
5,371
+200
+4% +$11.2K 0.01% 1614
2014
Q1
$276K Buy
5,171
+113
+2% +$6.03K 0.01% 1514
2013
Q4
$249K Buy
5,058
+307
+6% +$15.1K 0.01% 1563
2013
Q3
$232K Buy
4,751
+510
+12% +$24.9K 0.01% 1541
2013
Q2
$213K Buy
+4,241
New +$213K 0.02% 666