Lido Advisors
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Lido Advisors’s EPR Properties EPR Stock Holding History

Lido Advisors’s Portfolio EPR Stock Details EPR Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$477K Buy
2021
Q4 		– Sell
2021
Q3 		$543K Buy
2018
Q4 		– Sell
2018
Q3 		$687K Buy
2018
Q2 		– Sell
2018
Q1 		$720K Hold
2017
Q4 		$850K Buy
2017
Q3 		$484K Buy