Mercer Global Advisors’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
$5.73M Buy
114,665
+13,105
+13% +$721K 0.01% 713
2025
Q4
$5.07M Buy
101,560
+4,467
+5% +$233K 0.01% 718
2025
Q3
$5.63M Buy
97,093
+13,092
+16% +$736K 0.01% 624
2025
Q2
$4.89M Buy
84,001
+14,322
+21% +$754K 0.01% 572
2025
Q1
$3.67M Buy
69,679
+6,772
+11% +$332K 0.01% 635
2024
Q4
$2.79M Sell
62,907
-2,211
-3% -$101K 0.01% 724
2024
Q3
$3.15M Buy
65,118
+6,172
+10% +$282K 0.01% 621
2024
Q2
$2.47M Buy
58,946
+8,475
+17% +$349K 0.01% 666
2024
Q1
$2.14M Buy
50,471
+997
+2% +$43.5K 0.01% 705
2023
Q4
$2.4M Buy
49,474
+3,106
+7% +$138K 0.01% 681
2023
Q3
$1.93M Buy
46,368
+8,841
+24% +$389K 0.01% 715
2023
Q2
$1.76M Sell
37,527
-2,689
-7% -$113K 0.01% 766
2023
Q1
$1.53M Buy
40,216
+10,497
+35% +$418K 0.01% 759
2022
Q4
$1.12M Sell
29,719
-138
-0.5% -$5.37K 0.01% 871
2022
Q3
$1.07M Buy
29,857
+1,592
+6% +$75.1K 0.01% 815
2022
Q2
$1.33M Buy
+28,265
New +$1.43M 0.01% 734
2020
Q3
Sell
-8,170
Closed -$271K 1251
2020
Q2
$271K Buy
+8,170
New +$242K ﹤0.01% 884

Other funds holding EPR