Samalin Investment Counsel’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 | $735K | Buy |
12,620
+263
| +2% | +$15.3K | 0.28% | 101 |
|
|
2025
Q1 | $650K | Sell |
12,357
-1,248
| -9% | -$65.7K | 0.26% | 114 |
|
|
2024
Q4 | $602K | Buy |
13,605
+58
| +0.4% | +$2.57K | 0.26% | 110 |
|
|
2024
Q3 | $664K | Buy |
13,547
+492
| +4% | +$24.1K | 0.29% | 106 |
|
|
2024
Q2 | $548K | Buy |
13,055
+1,029
| +9% | +$43.2K | 0.26% | 124 |
|
|
2024
Q1 | $511K | Buy |
12,026
+2,424
| +25% | +$103K | 0.24% | 131 |
|
|
2023
Q4 | $465K | Buy |
9,602
+3,266
| +52% | +$158K | 0.24% | 142 |
|
|
2023
Q3 | $263K | Buy |
6,336
+655
| +12% | +$27.2K | 0.15% | 191 |
|
|
2023
Q2 | $266K | Buy |
+5,681
| New | +$266K | 0.14% | 203 |
|