Summit Trail Advisors’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 | $2.24M | Buy |
38,330
+20,356
| +113% | +$1.19M | 0.04% | 242 |
|
|
2025
Q1 | $951K | Buy |
+17,974
| New | +$951K | 0.03% | 164 |
|
|
2018
Q3 | – | Sell |
-650
| Closed | -$42K | – | 335 |
|
|
2018
Q2 | $42K | Buy |
+650
| New | +$42K | 0.01% | 317 |
|
|
2018
Q1 | – | Sell |
-38
| Closed | -$2K | – | 800 |
|
|
2017
Q4 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 1631 |
|