LPL Financial’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.53M | Buy |
90,627
+5,024
| +6% | +$276K | ﹤0.01% | 2710 |
|
|
2025
Q4 | $4.27M | Buy |
85,603
+3,198
| +4% | +$166K | ﹤0.01% | 2670 |
|
|
2025
Q3 | $4.78M | Sell |
82,405
-3,193
| -4% | -$179K | ﹤0.01% | 2501 |
|
|
2025
Q2 | $4.99M | Buy |
85,598
+9,038
| +12% | +$476K | ﹤0.01% | 2311 |
|
|
2025
Q1 | $4.03M | Buy |
76,560
+2,753
| +4% | +$135K | ﹤0.01% | 2333 |
|
|
2024
Q4 | $3.27M | Buy |
73,807
+4,005
| +6% | +$183K | ﹤0.01% | 2430 |
|
|
2024
Q3 | $3.42M | Buy |
69,802
+17,145
| +33% | +$783K | ﹤0.01% | 2269 |
|
|
2024
Q2 | $2.21M | Sell |
52,657
-24,702
| -32% | -$1.02M | ﹤0.01% | 2514 |
|
|
2024
Q1 | $3.28M | Buy |
77,359
+15,888
| +26% | +$693K | ﹤0.01% | 2115 |
|
|
2023
Q4 | $2.98M | Sell |
61,471
-1,761
| -3% | -$78.5K | ﹤0.01% | 2086 |
|
|
2023
Q3 | $2.63M | Buy |
63,232
+6,403
| +11% | +$282K | ﹤0.01% | 2082 |
|
|
2023
Q2 | $2.66M | Buy |
56,829
+7,767
| +16% | +$328K | ﹤0.01% | 2012 |
|
|
2023
Q1 | $1.87M | Sell |
49,062
-6,765
| -12% | -$270K | ﹤0.01% | 2198 |
|
|
2022
Q4 | $2.11M | Buy |
55,827
+36,936
| +196% | +$1.44M | ﹤0.01% | 2037 |
|
|
2022
Q3 | $677K | Sell |
18,891
-328
| -2% | -$15.5K | ﹤0.01% | 2867 |
|
|
2022
Q2 | $902K | Buy |
19,219
+1,636
| +9% | +$82.9K | ﹤0.01% | 2649 |
|
|
2022
Q1 | $962K | Sell |
17,583
-16
| -0.1% | -$775 | ﹤0.01% | 2644 |
|
|
2021
Q4 | $836K | Buy |
17,599
+1,074
| +6% | +$53.3K | ﹤0.01% | 2818 |
|
|
2021
Q3 | $816K | Sell |
16,525
-2,699
| -14% | -$137K | ﹤0.01% | 2794 |
|
|
2021
Q2 | $1.01M | Sell |
19,224
-1,218
| -6% | -$60.5K | ﹤0.01% | 2555 |
|
|
2021
Q1 | $952K | Buy |
20,442
+2,900
| +17% | +$122K | ﹤0.01% | 2432 |
|
|
2020
Q4 | $570K | Buy |
17,542
+1,483
| +9% | +$43.6K | ﹤0.01% | 2636 |
|
|
2020
Q3 | $442K | Sell |
16,059
-2,777
| -15% | -$86.8K | ﹤0.01% | 2574 |
|
|
2020
Q2 | $624K | Sell |
18,836
-17,122
| -48% | -$508K | ﹤0.01% | 2191 |
|
|
2020
Q1 | $871K | Buy |
35,958
+1,689
| +5% | +$96.8K | ﹤0.01% | 1713 |
|
|
2019
Q4 | $2.42M | Sell |
34,269
-487
| -1% | -$35.9K | ﹤0.01% | 1228 |
|
|
2019
Q3 | $2.67M | Buy |
34,756
+3,337
| +11% | +$254K | 0.01% | 1087 |
|
|
2019
Q2 | $2.34M | Buy |
31,419
+3,418
| +12% | +$267K | 0.01% | 1162 |
|
|
2019
Q1 | $2.15M | Buy |
28,001
+6,298
| +29% | +$458K | ﹤0.01% | 1161 |
|
|
2018
Q4 | $1.39M | Buy |
21,703
+1,756
| +9% | +$121K | ﹤0.01% | 1291 |
|
|
2018
Q3 | $1.36M | Sell |
19,947
-2,064
| -9% | -$140K | ﹤0.01% | 1443 |
|
|
2018
Q2 | $1.43M | Sell |
22,011
-2,308
| -9% | -$137K | ﹤0.01% | 1378 |
|
|
2018
Q1 | $1.35M | Buy |
24,319
+1,468
| +6% | +$85K | ﹤0.01% | 1382 |
|
|
2017
Q4 | $1.5M | Buy |
22,851
+1,813
| +9% | +$124K | ﹤0.01% | 1253 |
|
|
2017
Q3 | $1.47M | Sell |
21,038
-4,792
| -19% | -$337K | 0.01% | 1180 |
|
|
2017
Q2 | $1.86M | Buy |
25,830
+22,513
| +679% | +$1.64M | 0.01% | 989 |
|
|
2017
Q1 | $244K | Buy |
+3,317
| New | +$245K | ﹤0.01% | 2355 |
|
|
2016
Q4 | – | Sell |
-11,664
| Closed | -$891K | – | 2707 |
|
|
2016
Q3 | $891K | Buy |
11,664
+664
| +6% | +$53.1K | 0.01% | 1282 |
|
|
2016
Q2 | $887K | Sell |
11,000
-8,333
| -43% | -$586K | 0.01% | 1256 |
|
|
2016
Q1 | $1.27M | Sell |
19,333
-2,058
| -10% | -$125K | ﹤0.01% | 1493 |
|
|
2015
Q4 | $1.27M | Buy |
21,391
+8,590
| +67% | +$480K | ﹤0.01% | 1490 |
|
|
2015
Q3 | $675K | Buy |
12,801
+43
| +0.3% | +$2.33K | ﹤0.01% | 1538 |
|
|
2015
Q2 | $711K | Buy |
12,758
+1,919
| +18% | +$111K | ﹤0.01% | 1613 |
|
|
2015
Q1 | $652K | Buy |
10,839
+799
| +8% | +$49K | ﹤0.01% | 1666 |
|
|
2014
Q4 | $579K | Sell |
10,040
-1,798
| -15% | -$99.9K | ﹤0.01% | 1680 |
|
|
2014
Q3 | $599K | Buy |
11,838
+2,051
| +21% | +$113K | ﹤0.01% | 1639 |
|
|
2014
Q2 | $547K | Buy |
9,787
+2,055
| +27% | +$111K | ﹤0.01% | 1737 |
|
|
2014
Q1 | $413K | Buy |
7,732
+1,525
| +25% | +$78.6K | ﹤0.01% | 1881 |
|
|
2013
Q4 | $305K | Buy |
+6,207
| New | +$311K | ﹤0.01% | 2102 |
|
Other funds holding EPR
VPM
VCM
QCM
