Samalin Investment Counsel’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	$570K	Sell	11,413 -1,245	-10%	-$68.5K	0.2%	145
2025 Q4	$632K	Buy	12,658 +821	+7%	+$42.7K	0.22%	131
2025 Q3	$687K	Sell	11,837 -783	-6%	-$44K	0.24%	123
2025 Q2	$735K	Buy	12,620 +263	+2%	+$13.9K	0.28%	101
2025 Q1	$650K	Sell	12,357 -1,248	-9%	-$61.2K	0.26%	114
2024 Q4	$602K	Buy	13,605 +58	+0.4%	+$2.66K	0.26%	110
2024 Q3	$664K	Buy	13,547 +492	+4%	+$22.5K	0.29%	106
2024 Q2	$548K	Buy	13,055 +1,029	+9%	+$42.3K	0.26%	124
2024 Q1	$511K	Buy	12,026 +2,424	+25%	+$106K	0.24%	131
2023 Q4	$465K	Buy	9,602 +3,266	+52%	+$146K	0.24%	142
2023 Q3	$263K	Buy	6,336 +655	+12%	+$28.8K	0.15%	191
2023 Q2	$266K	Buy	+5,681	New	+$240K	0.14%	203