Kestra Advisory Services’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	$776K	Sell	13,325 -2,129	-14%	-$124K	﹤0.01%	1651
2025 Q1	$813K	Buy	15,454 +3,772	+32%	+$198K	﹤0.01%	1513
2024 Q4	$517K	Buy	+11,682	New	+$517K	﹤0.01%	1851
2024 Q3	–	Sell	-12,485	Closed	-$528K	–	2595
2024 Q2	$528K	Buy	+12,485	New	+$528K	﹤0.01%	1731