Northwestern Mutual Wealth Management’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 | $88.9K | Buy |
1,780
+1,679
| +1,662% | +$92.3K | ﹤0.01% | 2214 |
|
|
2025
Q4 | $5.04K | Buy |
101
+6
| +6% | +$312 | ﹤0.01% | 3229 |
|
|
2025
Q3 | $5.51K | Sell |
95
-2
| -2% | -$112 | ﹤0.01% | 3111 |
|
|
2025
Q2 | $5.65K | Buy |
97
+41
| +73% | +$2.16K | ﹤0.01% | 2975 |
|
|
2025
Q1 | $2.95K | Sell |
56
-408
| -88% | -$20K | ﹤0.01% | 3061 |
|
|
2024
Q4 | $20.5K | Buy |
464
+387
| +503% | +$17.7K | ﹤0.01% | 2499 |
|
|
2024
Q3 | $3.78K | Hold |
77
| – | – | ﹤0.01% | 2978 |
|
|
2024
Q2 | $3.23K | Sell |
77
-34
| -31% | -$1.4K | ﹤0.01% | 2989 |
|
|
2024
Q1 | $4.71K | Buy |
111
+34
| +44% | +$1.48K | ﹤0.01% | 2855 |
|
|
2023
Q4 | $3.73K | Hold |
77
| – | – | ﹤0.01% | 2944 |
|
|
2023
Q3 | $3.2K | Sell |
77
-815
| -91% | -$35.9K | ﹤0.01% | 2863 |
|
|
2023
Q2 | $41.7K | Buy |
892
+793
| +801% | +$33.5K | ﹤0.01% | 2051 |
|
|
2023
Q1 | $3.77K | Sell |
99
-278
| -74% | -$11.1K | ﹤0.01% | 2821 |
|
|
2022
Q4 | $14.2K | Buy |
377
+300
| +390% | +$11.7K | ﹤0.01% | 2373 |
|
|
2022
Q3 | $2K | Hold |
77
| – | – | ﹤0.01% | 2868 |
|
|
2022
Q2 | $4K | Buy |
77
+6
| +8% | +$304 | ﹤0.01% | 2769 |
|
|
2022
Q1 | $4K | Sell |
71
-13
| -15% | -$630 | ﹤0.01% | 2786 |
|
|
2021
Q4 | $5K | Sell |
84
-9
| -10% | -$447 | ﹤0.01% | 2780 |
|
|
2021
Q3 | $5K | Sell |
93
-3
| -3% | -$152 | ﹤0.01% | 2662 |
|
|
2021
Q2 | $5K | Buy |
96
+25
| +35% | +$1.24K | ﹤0.01% | 2637 |
|
|
2021
Q1 | $4K | Sell |
71
-108
| -60% | -$4.55K | ﹤0.01% | 2482 |
|
|
2020
Q4 | $6K | Sell |
179
-75
| -30% | -$2.21K | ﹤0.01% | 2327 |
|
|
2020
Q3 | $7K | Buy |
254
+75
| +42% | +$2.35K | ﹤0.01% | 2077 |
|
|
2020
Q2 | $6K | Hold |
179
| – | – | ﹤0.01% | 2035 |
|
|
2020
Q1 | $4K | Hold |
179
| – | – | ﹤0.01% | 2109 |
|
|
2019
Q4 | $13K | Sell |
179
-190
| -51% | -$14K | ﹤0.01% | 1860 |
|
|
2019
Q3 | $28K | Buy |
369
+190
| +106% | +$14.5K | ﹤0.01% | 1614 |
|
|
2019
Q2 | $13K | Sell |
179
-49
| -21% | -$3.82K | ﹤0.01% | 1862 |
|
|
2019
Q1 | $18K | Buy |
228
+49
| +27% | +$3.56K | ﹤0.01% | 1754 |
|
|
2018
Q4 | $11K | Hold |
179
| – | – | ﹤0.01% | 1791 |
|
|
2018
Q3 | $12K | Hold |
179
| – | – | ﹤0.01% | 1863 |
|
|
2018
Q2 | $12K | Hold |
179
| – | – | ﹤0.01% | 1774 |
|
|
2018
Q1 | $10K | Sell |
179
-57
| -24% | -$3.3K | ﹤0.01% | 1750 |
|
|
2017
Q4 | $15K | Sell |
236
-125
| -35% | -$8.55K | ﹤0.01% | 1591 |
|
|
2017
Q3 | $25K | Sell |
361
-153
| -30% | -$10.8K | ﹤0.01% | 1390 |
|
|
2017
Q2 | $37K | Buy |
514
+468
| +1,017% | +$34.1K | ﹤0.01% | 1187 |
|
|
2017
Q1 | $3K | Buy |
+46
| New | +$3.4K | ﹤0.01% | 1786 |
|
|
2015
Q4 | – | Sell |
-350
| Closed | -$18K | – | 1657 |
|
|
2015
Q3 | $18K | Buy |
+350
| New | +$18.9K | ﹤0.01% | 937 |
|
Other funds holding EPR
VPM
VCM
QCM
