Lido Advisors
EPR icon

Lido Advisors’s EPR Properties EPR Stock Holding History

Lido Advisors’s Portfolio EPR Stock Details EPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$369K Sell
7,339
-1,141
-13% -$62.7K ﹤0.01% 1462
2025
Q4 		$492K Buy
8,480
+293
+4% +$15.3K ﹤0.01% 1303
2025
Q3 		$477K Buy
+8,187
New +$460K ﹤0.01% 1248
2021
Q4 		– Sell
-11,000
Closed -$543K – 1004
2021
Q3 		$543K Buy
+11,000
New +$558K 0.01% 563
2018
Q4 		– Sell
-10,000
Closed -$687K – 448
2018
Q3 		$687K Buy
+10,000
New +$680K 0.07% 179
2018
Q2 		– Sell
-13,000
Closed -$720K – 430
2018
Q1 		$720K Hold
13,000
– – 0.1% 134
2017
Q4 		$850K Buy
13,000
+6,000
+86% +$410K 0.12% 98
2017
Q3 		$484K Buy
+7,000
New +$493K 0.08% 151

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VCM
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Geode Capital Management
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QCM
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LSV Asset Management
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AQR Capital Management
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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