Pictet Asset Management’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
$656K Sell
11,260
-5,357
-32% -$312K ﹤0.01% 1237
2025
Q1
$874K Sell
16,617
-7,210
-30% -$379K ﹤0.01% 1122
2024
Q4
$1.06M Buy
23,827
+1,470
+7% +$65.1K ﹤0.01% 1052
2024
Q3
$1.1M Sell
22,357
-1,486
-6% -$72.9K ﹤0.01% 1003
2024
Q2
$1M Buy
23,843
+1,606
+7% +$67.4K ﹤0.01% 995
2024
Q1
$944K Buy
22,237
+2,970
+15% +$126K ﹤0.01% 1047
2023
Q4
$933K Buy
19,267
+623
+3% +$30.2K ﹤0.01% 1001
2023
Q3
$774K Buy
+18,644
New +$774K ﹤0.01% 1053