United Capital Financial Advisors’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $336K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $804K | Sell |
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|
2019
Q1 | $888K | Sell |
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|
2018
Q4 | $953K | Sell |
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|
2018
Q3 | $1.2M | Sell |
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|
2018
Q2 | $1.21M | Sell |
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|
2018
Q1 | $1.1M | Buy |
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|
2017
Q4 | $1.07M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.17M | Sell |
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|
2016
Q2 | $1.24M | Buy |
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|
2016
Q1 | $851K | Buy |
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|
2015
Q4 | $591K | Buy |
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|
2015
Q3 | $328K | Buy |
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|
2015
Q2 | $202K | Buy |
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