Sumitomo Mitsui DS Asset Management’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $980K | Buy |
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|
2025
Q1 | $805K | Hold |
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|
2024
Q4 | $678K | Hold |
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|
2024
Q3 | $751K | Buy |
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|
2024
Q2 | $529K | Hold |
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|
2024
Q1 | $535K | Hold |
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|
2023
Q4 | $611K | Buy |
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|
2023
Q3 | $468K | Hold |
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|
2023
Q2 | $527K | Hold |
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|
2023
Q1 | $429K | Hold |
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|
2022
Q4 | $425K | Buy |
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|
2022
Q3 | $344K | Buy |
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|
2022
Q2 | $412K | Buy |
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|
2022
Q1 | $436K | Buy |
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|
2021
Q4 | $330K | Hold |
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|
2021
Q3 | $343K | Buy |
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|
2021
Q2 | $319K | Buy |
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|
2021
Q1 | $243K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $262K | Buy |
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|
2019
Q3 | $227K | Hold |
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|
2019
Q2 | $220K | Hold |
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|
2019
Q1 | $227K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $234K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $244K | Sell |
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|
2016
Q4 | $244K | Buy |
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|
2016
Q3 | $205K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $327K | Sell |
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|
2014
Q1 | $441K | Sell |
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|
2013
Q4 | $567K | Hold |
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|
2013
Q3 | $562K | Sell |
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|
2013
Q2 | $585K | Buy |
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