Principal 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
$151K Buy
2,591
+1,295
+100% +$75.4K ﹤0.01% 1362
2025
Q1
$57.4K Hold
1,296
﹤0.01% 1699
2024
Q4
$57.4K Buy
1,296
+457
+54% +$20.2K ﹤0.01% 1698
2024
Q3
$41.2K Buy
839
+255
+44% +$12.5K ﹤0.01% 1778
2024
Q2
$24.5K Sell
584
-120
-17% -$5.04K ﹤0.01% 1963
2024
Q1
$29.9K Buy
704
+67
+11% +$2.84K ﹤0.01% 1808
2023
Q4
$30.9K Buy
+637
New +$30.9K ﹤0.01% 1705