Prime Capital Investment 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 | $990K | Sell |
19,825
-76
| -0.4% | -$4.18K | 0.01% | 504 |
|
|
2025
Q4 | $993K | Buy |
19,901
+454
| +2% | +$23.6K | 0.01% | 496 |
|
|
2025
Q3 | $1.13M | Sell |
19,447
-19
| -0.1% | -$1.07K | 0.01% | 456 |
|
|
2025
Q2 | $1.13M | Sell |
19,466
-201
| -1% | -$10.6K | 0.02% | 442 |
|
|
2025
Q1 | $1.03M | Buy |
19,667
+451
| +2% | +$22.1K | 0.01% | 493 |
|
|
2024
Q4 | $851K | Buy |
19,216
+90
| +0.5% | +$4.12K | 0.01% | 457 |
|
|
2024
Q3 | $938K | Sell |
19,126
-864
| -4% | -$39.4K | 0.01% | 453 |
|
|
2024
Q2 | $839K | Sell |
19,990
-47
| -0.2% | -$1.93K | 0.01% | 466 |
|
|
2024
Q1 | $851K | Buy |
20,037
+563
| +3% | +$24.5K | 0.01% | 493 |
|
|
2023
Q4 | $944K | Buy |
19,474
+297
| +2% | +$13.2K | 0.01% | 441 |
|
|
2023
Q3 | $797K | Buy |
19,177
+13
| +0.1% | +$572 | 0.02% | 381 |
|
|
2023
Q2 | $897K | Buy |
19,164
+1,158
| +6% | +$48.9K | 0.02% | 381 |
|
|
2023
Q1 | $686K | Buy |
18,006
+3,942
| +28% | +$157K | 0.03% | 299 |
|
|
2022
Q4 | $530K | Sell |
14,064
-756
| -5% | -$29.4K | 0.02% | 326 |
|
|
2022
Q3 | $531K | Hold |
14,820
| – | – | 0.03% | 230 |
|
|
2022
Q2 | $696K | Buy |
14,820
+7,993
| +117% | +$405K | 0.04% | 202 |
|
|
2022
Q1 | $324K | Hold |
6,827
| – | – | 0.02% | 288 |
|
|
2021
Q4 | $324K | Hold |
6,827
| – | – | 0.02% | 288 |
|
|
2021
Q3 | $337K | Sell |
6,827
-1,455
| -18% | -$73.8K | 0.02% | 245 |
|
|
2021
Q2 | $436K | Buy |
+8,282
| New | +$412K | 0.03% | 257 |
|
|
2021
Q1 | – | Sell |
-5,723
| Closed | -$186K | – | 473 |
|
|
2020
Q4 | $186K | Hold |
5,723
| – | – | 0.01% | 243 |
|
|
2020
Q3 | $157K | Buy |
5,723
+3,293
| +136% | +$103K | 0.01% | 253 |
|
|
2020
Q2 | $81K | Sell |
2,430
-2,665
| -52% | -$79.1K | 0.01% | 289 |
|
|
2020
Q1 | $123K | Buy |
5,095
+2,898
| +132% | +$166K | 0.01% | 224 |
|
|
2019
Q4 | $155K | Hold |
2,197
| – | – | 0.02% | 209 |
|
|
2019
Q3 | $169K | Buy |
2,197
+232
| +12% | +$17.7K | 0.03% | 208 |
|
|
2019
Q2 | $147K | Hold |
1,965
| – | – | 0.03% | 181 |
|
|
2019
Q1 | $151K | Buy |
+1,965
| New | +$143K | 0.04% | 141 |
|
|
2018
Q4 | – | Sell |
-965
| Closed | -$66K | – | 373 |
|
|
2018
Q3 | $66K | Sell |
965
-1,764
| -65% | -$120K | 0.02% | 189 |
|
|
2018
Q2 | $177K | Buy |
2,729
+2,069
| +313% | +$122K | 0.07% | 126 |
|
|
2018
Q1 | $37K | Hold |
660
| – | – | 0.03% | 173 |
|
|
2017
Q4 | $43K | Buy |
+660
| New | +$45.1K | 0.03% | 165 |
|
Other funds holding EPR
VPM
VCM
QCM
Prime Capital Investment Advisors's EPR Position: Q1 2026 in Review
Prime Capital Investment Advisors reduced its EPR Properties (EPR) stake by 0.38% in Q1 2026, selling an estimated $4.18K and leaving 19,825 shares worth $990K. The position accounts for 0.01% of the portfolio, ranked #504.
Prime Capital Investment Advisors first reported a position in EPR in Q4 2017 and has held it in 32 quarters since. The position peaked at $1.13M in Q2 2025. 463 funds tracked by Wall St. Rank hold EPR as of Q1 2026.
- Prime Capital Investment Advisors held 19,825 shares of EPR Properties worth $990K as of Q1 2026.
- Prime Capital Investment Advisors sold 76 EPR Properties shares in Q1 2026, an estimated $4.18K.
- EPR Properties made up 0.01% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #504 holding.
- Prime Capital Investment Advisors first reported a position in EPR Properties in Q4 2017 and has held it in 32 quarters since.
- Prime Capital Investment Advisors's EPR Properties position peaked at $1.13M in Q2 2025.
- 463 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.
Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.