Private Advisor Group’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 | $938K | Buy |
18,783
+879
| +5% | +$48.3K | ﹤0.01% | 1467 |
|
|
2025
Q4 | $893K | Sell |
17,904
-2,760
| -13% | -$144K | ﹤0.01% | 1467 |
|
|
2025
Q3 | $1.2M | Buy |
20,664
+3,133
| +18% | +$176K | 0.01% | 1267 |
|
|
2025
Q2 | $1.02M | Sell |
17,531
-332
| -2% | -$17.5K | 0.01% | 1301 |
|
|
2025
Q1 | $940K | Buy |
17,863
+45
| +0.3% | +$2.21K | 0.01% | 1277 |
|
|
2024
Q4 | $789K | Buy |
17,818
+1,521
| +9% | +$69.7K | ﹤0.01% | 1340 |
|
|
2024
Q3 | $799K | Buy |
16,297
+350
| +2% | +$16K | 0.01% | 1353 |
|
|
2024
Q2 | $669K | Buy |
15,947
+8,792
| +123% | +$362K | ﹤0.01% | 1418 |
|
|
2024
Q1 | $304K | Sell |
7,155
-748
| -9% | -$32.6K | ﹤0.01% | 1823 |
|
|
2023
Q4 | $383K | Buy |
7,903
+1,899
| +32% | +$84.7K | ﹤0.01% | 1633 |
|
|
2023
Q3 | $249K | Buy |
6,004
+144
| +2% | +$6.34K | ﹤0.01% | 1754 |
|
|
2023
Q2 | $274K | Sell |
5,860
-75
| -1% | -$3.17K | ﹤0.01% | 1682 |
|
|
2023
Q1 | $226K | Buy |
+5,935
| New | +$237K | ﹤0.01% | 1723 |
|
|
2020
Q3 | – | Sell |
-1,640
| Closed | -$54K | – | 2118 |
|
|
2020
Q2 | $54K | Buy |
+1,640
| New | +$48.7K | ﹤0.01% | 2059 |
|
|
2019
Q3 | – | Sell |
-10,044
| Closed | -$618K | – | 1692 |
|
|
2019
Q2 | $618K | Buy |
10,044
+5,328
| +113% | +$416K | 0.01% | 952 |
|
|
2019
Q1 | $295K | Buy |
4,716
+1,195
| +34% | +$86.9K | 0.01% | 1199 |
|
|
2018
Q4 | $225K | Sell |
3,521
-1,387
| -28% | -$95.4K | 0.01% | 1149 |
|
|
2018
Q3 | $336K | Sell |
4,908
-198
| -4% | -$13.5K | 0.01% | 1162 |
|
|
2018
Q2 | $330K | Buy |
+5,106
| New | +$302K | 0.01% | 944 |
|
|
2017
Q3 | – | Sell |
-2,943
| Closed | -$207K | – | 1480 |
|
|
2017
Q2 | $207K | Buy |
2,943
+218
| +8% | +$15.9K | 0.01% | 1251 |
|
|
2017
Q1 | $201K | Buy |
+2,725
| New | +$201K | 0.01% | 1274 |
|
Other funds holding EPR
VPM
VCM
QCM
