Steward Partners Investment Advisory’s EPR Properties 5.75% Series C Cumulative Convertible Preferred Shares EPR.PRC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-456	Closed	-$10.5K	–	4159
2025 Q1	$10.5K	Sell	456 -482	-51%	-$11.1K	﹤0.01%	3074
2024 Q4	$19.5K	Buy	+938	New	+$19.5K	﹤0.01%	2810