Mercer Global Advisors’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 | $4.89M | Buy |
84,001
+14,322
| +21% | +$834K | 0.01% | 546 |
|
|
2025
Q1 | $3.67M | Buy |
69,679
+6,772
| +11% | +$356K | 0.01% | 635 |
|
|
2024
Q4 | $2.79M | Sell |
62,907
-2,211
| -3% | -$97.9K | 0.01% | 724 |
|
|
2024
Q3 | $3.15M | Buy |
65,118
+6,172
| +10% | +$298K | 0.01% | 621 |
|
|
2024
Q2 | $2.47M | Buy |
58,946
+8,475
| +17% | +$356K | 0.01% | 666 |
|
|
2024
Q1 | $2.14M | Buy |
50,471
+997
| +2% | +$42.3K | 0.01% | 705 |
|
|
2023
Q4 | $2.4M | Buy |
49,474
+3,106
| +7% | +$150K | 0.01% | 681 |
|
|
2023
Q3 | $1.93M | Buy |
46,368
+8,841
| +24% | +$367K | 0.01% | 715 |
|
|
2023
Q2 | $1.76M | Sell |
37,527
-2,689
| -7% | -$126K | 0.01% | 766 |
|
|
2023
Q1 | $1.53M | Buy |
40,216
+10,497
| +35% | +$400K | 0.01% | 759 |
|
|
2022
Q4 | $1.12M | Sell |
29,719
-138
| -0.5% | -$5.21K | 0.01% | 871 |
|
|
2022
Q3 | $1.07M | Buy |
29,857
+1,592
| +6% | +$57.1K | 0.01% | 815 |
|
|
2022
Q2 | $1.33M | Buy |
+28,265
| New | +$1.33M | 0.01% | 734 |
|
|
2020
Q3 | – | Sell |
-8,170
| Closed | -$271K | – | 1251 |
|
|
2020
Q2 | $271K | Buy |
+8,170
| New | +$271K | ﹤0.01% | 884 |
|