Loomis, Sayles & Company’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 | $31.6K | Buy |
+542
| New | +$31.6K | ﹤0.01% | 664 |
|
|
2024
Q2 | – | Sell |
-524
| Closed | -$22K | – | 721 |
|
|
2024
Q1 | $22K | Sell |
524
-151
| -22% | -$6.34K | ﹤0.01% | 659 |
|
|
2023
Q4 | $33K | Sell |
675
-47
| -7% | -$2.3K | ﹤0.01% | 652 |
|
|
2023
Q3 | $30K | Sell |
722
-1,406
| -66% | -$58.4K | ﹤0.01% | 660 |
|
|
2023
Q2 | $100K | Buy |
2,128
+441
| +26% | +$20.7K | ﹤0.01% | 541 |
|
|
2023
Q1 | $64K | Sell |
1,687
-323
| -16% | -$12.3K | ﹤0.01% | 586 |
|
|
2022
Q4 | $76K | Buy |
+2,010
| New | +$76K | ﹤0.01% | 564 |
|
|
2019
Q3 | – | Sell |
-6,917
| Closed | -$516K | – | 705 |
|
|
2019
Q2 | $516K | Sell |
6,917
-1,908
| -22% | -$142K | ﹤0.01% | 499 |
|
|
2019
Q1 | $679K | Buy |
+8,825
| New | +$679K | ﹤0.01% | 524 |
|
|
2015
Q3 | – | Sell |
-50
| Closed | -$3K | – | 1027 |
|
|
2015
Q2 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 883 |
|