Sound Stewardship’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 | $636K | Buy |
10,922
+5,296
| +94% | +$309K | 0.33% | 38 |
|
|
2025
Q1 | $296K | Buy |
5,626
+757
| +16% | +$39.8K | 0.17% | 50 |
|
|
2024
Q4 | $216K | Buy |
+4,869
| New | +$216K | 0.13% | 59 |
|
|
2024
Q3 | – | Sell |
-9,189
| Closed | -$386K | – | 61 |
|
|
2024
Q2 | $386K | Hold |
9,189
| – | – | 0.23% | 43 |
|
|
2024
Q1 | $390K | Buy |
9,189
+1,580
| +21% | +$67.1K | 0.24% | 44 |
|
|
2023
Q4 | $369K | Hold |
7,609
| – | – | 0.24% | 49 |
|
|
2023
Q3 | $316K | Hold |
7,609
| – | – | 0.21% | 51 |
|
|
2023
Q2 | $356K | Hold |
7,609
| – | – | 0.23% | 48 |
|
|
2023
Q1 | $290K | Buy |
7,609
+1,325
| +21% | +$50.5K | 0.2% | 55 |
|
|
2022
Q4 | $237K | Buy |
+6,284
| New | +$237K | 0.18% | 55 |
|