Stifel Financial’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 | $1.84M | Buy |
31,622
+907
| +3% | +$52.8K | ﹤0.01% | 1898 |
|
|
2025
Q1 | $1.62M | Sell |
30,715
-795
| -3% | -$41.8K | ﹤0.01% | 1905 |
|
|
2024
Q4 | $1.4M | Buy |
31,510
+6,796
| +27% | +$301K | ﹤0.01% | 2035 |
|
|
2024
Q3 | $1.21M | Buy |
24,714
+8,922
| +56% | +$438K | ﹤0.01% | 2101 |
|
|
2024
Q2 | $663K | Sell |
15,792
-5,406
| -26% | -$227K | ﹤0.01% | 2435 |
|
|
2024
Q1 | $900K | Sell |
21,198
-1,404
| -6% | -$59.6K | ﹤0.01% | 2248 |
|
|
2023
Q4 | $1.1M | Buy |
22,602
+7,963
| +54% | +$386K | ﹤0.01% | 2086 |
|
|
2023
Q3 | $608K | Buy |
+14,639
| New | +$608K | ﹤0.01% | 2388 |
|
|
2020
Q4 | – | Sell |
-13,995
| Closed | -$385K | – | 3052 |
|
|
2020
Q3 | $385K | Sell |
13,995
-2,652
| -16% | -$73K | ﹤0.01% | 2244 |
|
|
2020
Q2 | $551K | Sell |
16,647
-8,104
| -33% | -$268K | ﹤0.01% | 1971 |
|
|
2020
Q1 | $594K | Sell |
24,751
-212
| -0.8% | -$5.09K | ﹤0.01% | 1759 |
|
|
2019
Q4 | $1.74M | Sell |
24,963
-3,335
| -12% | -$233K | ﹤0.01% | 1429 |
|
|
2019
Q3 | $2.17M | Buy |
28,298
+1,453
| +5% | +$112K | 0.01% | 1258 |
|
|
2019
Q2 | $2M | Buy |
26,845
+2,267
| +9% | +$168K | 0.01% | 1344 |
|
|
2019
Q1 | $1.9M | Buy |
24,578
+43
| +0.2% | +$3.32K | 0.01% | 1271 |
|
|
2018
Q4 | $1.57M | Sell |
24,535
-1,036
| -4% | -$66.3K | 0.01% | 1279 |
|
|
2018
Q3 | $1.75M | Sell |
25,571
-719
| -3% | -$49.1K | 0.01% | 1337 |
|
|
2018
Q2 | $1.7M | Buy |
26,290
+17,452
| +197% | +$1.13M | 0.01% | 1285 |
|
|
2018
Q1 | $486K | Sell |
8,838
-1,821
| -17% | -$100K | ﹤0.01% | 1989 |
|
|
2017
Q4 | $694K | Buy |
10,659
+1,977
| +23% | +$129K | ﹤0.01% | 1734 |
|
|
2017
Q3 | $601K | Sell |
8,682
-761
| -8% | -$52.7K | ﹤0.01% | 1774 |
|
|
2017
Q2 | $689K | Buy |
9,443
+805
| +9% | +$58.7K | ﹤0.01% | 1688 |
|
|
2017
Q1 | $638K | Sell |
8,638
-1,670
| -16% | -$123K | ﹤0.01% | 1677 |
|
|
2016
Q4 | $748K | Sell |
10,308
-4,214
| -29% | -$306K | ﹤0.01% | 1559 |
|
|
2016
Q3 | $1.15M | Sell |
14,522
-582
| -4% | -$46K | 0.01% | 1247 |
|
|
2016
Q2 | $1.22M | Sell |
15,104
-3,717
| -20% | -$300K | 0.01% | 1230 |
|
|
2016
Q1 | $1.25M | Sell |
18,821
-3,332
| -15% | -$222K | 0.01% | 1133 |
|
|
2015
Q4 | $1.3M | Buy |
22,153
+13,101
| +145% | +$766K | 0.01% | 1174 |
|
|
2015
Q3 | $467K | Buy |
9,052
+2,002
| +28% | +$103K | ﹤0.01% | 1596 |
|
|
2015
Q2 | $369K | Buy |
7,050
+3,210
| +84% | +$168K | ﹤0.01% | 1846 |
|
|
2015
Q1 | $231K | Buy |
+3,840
| New | +$231K | ﹤0.01% | 2040 |
|
|
2014
Q3 | – | Sell |
-4,540
| Closed | -$254K | – | 2201 |
|
|
2014
Q2 | $254K | Sell |
4,540
-3,046
| -40% | -$170K | ﹤0.01% | 1863 |
|
|
2014
Q1 | $405K | Buy |
+7,586
| New | +$405K | ﹤0.01% | 1541 |
|