Steward Partners Investment Advisory’s EPR Properties 9.00% Series E Cumulative Convertible Preferred Shares EPR.PRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-100	Closed	-$2.56K	–	3505
2023 Q3	$2.56K	Hold	100	–	–	﹤0.01%	3033
2023 Q2	$2.84K	Sell	100 -200	-67%	-$5.67K	﹤0.01%	2956
2023 Q1	$7.94K	Buy	+300	New	+$7.94K	﹤0.01%	2628