Presima Securities’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
$266K Hold
4,573
0.06% 50
2025
Q1
$241K Buy
+4,573
New +$241K 0.05% 48
2024
Q4
Sell
-4,400
Closed -$216K 52
2024
Q3
$216K Buy
+4,400
New +$216K 0.05% 50
2021
Q1
Sell
-81,500
Closed -$2.65M 55
2020
Q4
$2.65M Buy
81,500
+3,630
+5% +$118K 0.39% 33
2020
Q3
$2.14M Buy
77,870
+33,745
+76% +$928K 0.36% 34
2020
Q2
$1.46M Buy
44,125
+18,525
+72% +$614K 0.28% 25
2020
Q1
$620K Buy
25,600
+3,200
+14% +$77.5K 0.15% 27
2019
Q4
$1.58M Buy
+22,400
New +$1.58M 0.26% 28
2017
Q3
Sell
-53,500
Closed -$3.85M 30
2017
Q2
$3.85M Sell
53,500
-13,900
-21% -$999K 0.53% 21
2017
Q1
$4.96M Sell
67,400
-3,700
-5% -$272K 0.72% 18
2016
Q4
$5.1M Hold
71,100
0.76% 18
2016
Q3
$5.6M Sell
71,100
-5,100
-7% -$402K 0.85% 17
2016
Q2
$6.15M Buy
76,200
+300
+0.4% +$24.2K 0.97% 18
2016
Q1
$5.06M Buy
75,900
+14,800
+24% +$986K 0.8% 16
2015
Q4
$3.57M Sell
61,100
-4,100
-6% -$240K 0.65% 15
2015
Q3
$3.36M Hold
65,200
0.61% 20
2015
Q2
$3.57M Buy
65,200
+8,000
+14% +$438K 0.74% 14
2015
Q1
$3.43M Sell
57,200
-16,500
-22% -$991K 0.64% 14
2014
Q4
$4.25M Buy
73,700
+10,000
+16% +$576K 0.81% 15
2014
Q3
$3.23M Sell
63,700
-10,400
-14% -$527K 0.67% 17
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% -$63.9K 0.85% 15
2013
Q3
$3.68M Sell
75,400
-3,600
-5% -$175K 1.02% 13
2013
Q2
$3.97M Buy
+79,000
New +$3.97M 1% 14