LPL Financial’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 | $4.99M | Buy |
85,598
+9,038
| +12% | +$527K | ﹤0.01% | 2304 |
|
|
2025
Q1 | $4.03M | Buy |
76,560
+2,753
| +4% | +$145K | ﹤0.01% | 2325 |
|
|
2024
Q4 | $3.27M | Buy |
73,807
+4,005
| +6% | +$177K | ﹤0.01% | 2418 |
|
|
2024
Q3 | $3.42M | Buy |
69,802
+17,145
| +33% | +$841K | ﹤0.01% | 2256 |
|
|
2024
Q2 | $2.21M | Sell |
52,657
-24,702
| -32% | -$1.04M | ﹤0.01% | 2496 |
|
|
2024
Q1 | $3.28M | Buy |
77,359
+15,888
| +26% | +$674K | ﹤0.01% | 2103 |
|
|
2023
Q4 | $2.98M | Sell |
61,471
-1,761
| -3% | -$85.3K | ﹤0.01% | 2074 |
|
|
2023
Q3 | $2.63M | Buy |
63,232
+6,403
| +11% | +$266K | ﹤0.01% | 2076 |
|
|
2023
Q2 | $2.66M | Buy |
56,829
+7,767
| +16% | +$363K | ﹤0.01% | 2008 |
|
|
2023
Q1 | $1.87M | Sell |
49,062
-6,765
| -12% | -$258K | ﹤0.01% | 2195 |
|
|
2022
Q4 | $2.11M | Buy |
55,827
+36,936
| +196% | +$1.39M | ﹤0.01% | 2035 |
|
|
2022
Q3 | $677K | Sell |
18,891
-328
| -2% | -$11.8K | ﹤0.01% | 2855 |
|
|
2022
Q2 | $902K | Buy |
19,219
+1,636
| +9% | +$76.8K | ﹤0.01% | 2640 |
|
|
2022
Q1 | $962K | Sell |
17,583
-16
| -0.1% | -$875 | ﹤0.01% | 2638 |
|
|
2021
Q4 | $836K | Buy |
17,599
+1,074
| +6% | +$51K | ﹤0.01% | 2809 |
|
|
2021
Q3 | $816K | Sell |
16,525
-2,699
| -14% | -$133K | ﹤0.01% | 2781 |
|
|
2021
Q2 | $1.01M | Sell |
19,224
-1,218
| -6% | -$64.2K | ﹤0.01% | 2549 |
|
|
2021
Q1 | $952K | Buy |
20,442
+2,900
| +17% | +$135K | ﹤0.01% | 2427 |
|
|
2020
Q4 | $570K | Buy |
17,542
+1,483
| +9% | +$48.2K | ﹤0.01% | 2630 |
|
|
2020
Q3 | $442K | Sell |
16,059
-2,777
| -15% | -$76.4K | ﹤0.01% | 2562 |
|
|
2020
Q2 | $624K | Sell |
18,836
-17,122
| -48% | -$567K | ﹤0.01% | 2177 |
|
|
2020
Q1 | $871K | Buy |
35,958
+1,689
| +5% | +$40.9K | ﹤0.01% | 1709 |
|
|
2019
Q4 | $2.42M | Sell |
34,269
-487
| -1% | -$34.4K | ﹤0.01% | 1226 |
|
|
2019
Q3 | $2.67M | Buy |
34,756
+3,337
| +11% | +$256K | 0.01% | 1085 |
|
|
2019
Q2 | $2.34M | Buy |
31,419
+3,418
| +12% | +$255K | 0.01% | 1160 |
|
|
2019
Q1 | $2.15M | Buy |
28,001
+6,298
| +29% | +$484K | ﹤0.01% | 1158 |
|
|
2018
Q4 | $1.39M | Buy |
21,703
+1,756
| +9% | +$112K | ﹤0.01% | 1282 |
|
|
2018
Q3 | $1.37M | Sell |
19,947
-2,064
| -9% | -$141K | ﹤0.01% | 1436 |
|
|
2018
Q2 | $1.43M | Sell |
22,011
-2,308
| -9% | -$150K | ﹤0.01% | 1368 |
|
|
2018
Q1 | $1.35M | Buy |
24,319
+1,468
| +6% | +$81.3K | ﹤0.01% | 1371 |
|
|
2017
Q4 | $1.5M | Buy |
22,851
+1,813
| +9% | +$119K | ﹤0.01% | 1245 |
|
|
2017
Q3 | $1.47M | Sell |
21,038
-4,792
| -19% | -$334K | 0.01% | 1174 |
|
|
2017
Q2 | $1.86M | Buy |
25,830
+22,513
| +679% | +$1.62M | 0.01% | 988 |
|
|
2017
Q1 | $244K | Buy |
+3,317
| New | +$244K | ﹤0.01% | 2355 |
|
|
2016
Q4 | – | Sell |
-11,664
| Closed | -$891K | – | 2706 |
|
|
2016
Q3 | $891K | Buy |
11,664
+664
| +6% | +$50.7K | 0.01% | 1281 |
|
|
2016
Q2 | $887K | Sell |
11,000
-8,333
| -43% | -$672K | 0.01% | 1256 |
|
|
2016
Q1 | $1.27M | Sell |
19,333
-2,058
| -10% | -$135K | ﹤0.01% | 1493 |
|
|
2015
Q4 | $1.27M | Buy |
21,391
+8,590
| +67% | +$508K | ﹤0.01% | 1490 |
|
|
2015
Q3 | $675K | Buy |
12,801
+43
| +0.3% | +$2.27K | ﹤0.01% | 1538 |
|
|
2015
Q2 | $711K | Buy |
12,758
+1,919
| +18% | +$107K | ﹤0.01% | 1613 |
|
|
2015
Q1 | $652K | Buy |
10,839
+799
| +8% | +$48.1K | ﹤0.01% | 1666 |
|
|
2014
Q4 | $579K | Sell |
10,040
-1,798
| -15% | -$104K | ﹤0.01% | 1680 |
|
|
2014
Q3 | $599K | Buy |
11,838
+2,051
| +21% | +$104K | ﹤0.01% | 1639 |
|
|
2014
Q2 | $547K | Buy |
9,787
+2,055
| +27% | +$115K | ﹤0.01% | 1737 |
|
|
2014
Q1 | $413K | Buy |
7,732
+1,525
| +25% | +$81.5K | ﹤0.01% | 1881 |
|
|
2013
Q4 | $305K | Buy |
+6,207
| New | +$305K | ﹤0.01% | 2102 |
|