Summit Global Investments’s EPR Properties EPR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-14,851	Closed	-$658K	–	481
2024 Q4	$658K	Sell	14,851 -13,389	-47%	-$593K	0.04%	300
2024 Q3	$1.39M	Sell	28,240 -1,458	-5%	-$71.5K	0.09%	185
2024 Q2	$1.25M	Buy	+29,698	New	+$1.25M	0.08%	201