Presima Securities’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
$235K Hold
4,702
0.13% 47
2025
Q4
$235K Buy
4,702
+129
+3% +$6.72K 0.14% 48
2025
Q3
$265K Hold
4,573
0.07% 48
2025
Q2
$266K Hold
4,573
0.06% 50
2025
Q1
$241K Buy
+4,573
New +$224K 0.05% 48
2024
Q4
Sell
-4,400
Closed -$216K 52
2024
Q3
$216K Buy
+4,400
New +$201K 0.05% 50
2021
Q1
Sell
-81,500
Closed -$2.65M 55
2020
Q4
$2.65M Buy
81,500
+3,630
+5% +$107K 0.39% 33
2020
Q3
$2.14M Buy
77,870
+33,745
+76% +$1.05M 0.36% 34
2020
Q2
$1.46M Buy
44,125
+18,525
+72% +$550K 0.28% 26
2020
Q1
$620K Buy
25,600
+3,200
+14% +$183K 0.15% 28
2019
Q4
$1.58M Buy
+22,400
New +$1.65M 0.26% 29
2017
Q3
Sell
-53,500
Closed -$3.85M 31
2017
Q2
$3.85M Sell
53,500
-13,900
-21% -$1.01M 0.53% 21
2017
Q1
$4.96M Sell
67,400
-3,700
-5% -$273K 0.72% 18
2016
Q4
$5.1M Hold
71,100
0.76% 18
2016
Q3
$5.6M Sell
71,100
-5,100
-7% -$408K 0.85% 17
2016
Q2
$6.15M Buy
76,200
+300
+0.4% +$21.1K 0.97% 18
2016
Q1
$5.06M Buy
75,900
+14,800
+24% +$902K 0.8% 16
2015
Q4
$3.57M Sell
61,100
-4,100
-6% -$229K 0.65% 15
2015
Q3
$3.36M Hold
65,200
0.61% 21
2015
Q2
$3.57M Buy
65,200
+8,000
+14% +$465K 0.74% 14
2015
Q1
$3.43M Sell
57,200
-16,500
-22% -$1.01M 0.64% 14
2014
Q4
$4.25M Buy
73,700
+10,000
+16% +$555K 0.81% 15
2014
Q3
$3.23M Sell
63,700
-10,400
-14% -$575K 0.67% 18
2014
Q2
$4.14M Hold
74,100
0.77% 16
2014
Q1
$3.96M Hold
74,100
0.77% 18
2013
Q4
$3.64M Sell
74,100
-1,300
-2% -$65.1K 0.85% 15
2013
Q3
$3.67M Sell
75,400
-3,600
-5% -$181K 1.02% 13
2013
Q2
$3.97M Buy
+79,000
New +$4.29M 1% 15

Other funds holding EPR