Synergy Investment Management’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	–	Sell	-544	Closed	-$28.6K	–	225
2025 Q1	$28.6K	Sell	544 -68	-11%	-$3.58K	0.01%	276
2024 Q4	$27.1K	Buy	+612	New	+$27.1K	0.01%	292