Summit Trail Advisors’s EPR Properties EPR Stock Holding History

Summit Trail Advisors’s Portfolio EPR Stock Details EPR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.75M	Buy
2025 Q2	$2.24M	Buy
2025 Q1	$951K	Buy
2018 Q3	–	Sell
2018 Q2	$42K	Buy
2018 Q1	–	Sell
2017 Q4	$2K	Buy