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	+6,729	New	+$370K	﹤0.01%	1281
2019 Q3	–	Sell	-10,776	Closed	-$804K	–	1366
2019 Q2	$804K	Sell	10,776 -773	-7%	-$60.3K	0.01%	883
2019 Q1	$888K	Sell	11,549 -3,316	-22%	-$241K	0.01%	806
2018 Q4	$953K	Sell	14,865 -2,932	-16%	-$202K	0.01%	729
2018 Q3	$1.2M	Sell	17,797 -924	-5%	-$62.8K	0.01%	729
2018 Q2	$1.21M	Sell	18,721 -1,056	-5%	-$62.5K	0.01%	716
2018 Q1	$1.1M	Buy	19,777 +3,412	+21%	+$198K	0.01%	758
2017 Q4	$1.07M	Buy	+16,365	New	+$1.12M	0.01%	764
2016 Q4	–	Sell	-14,836	Closed	-$1.17M	–	1269
2016 Q3	$1.17M	Sell	14,836 -450	-3%	-$36K	0.01%	732
2016 Q2	$1.24M	Buy	15,286 +2,509	+20%	+$176K	0.01%	672
2016 Q1	$851K	Buy	12,777 +2,659	+26%	+$162K	0.01%	739
2015 Q4	$591K	Buy	10,118 +3,762	+59%	+$210K	0.01%	847
2015 Q3	$328K	Buy	6,356 +2,660	+72%	+$144K	﹤0.01%	1037
2015 Q2	$202K	Buy	+3,696	New	+$215K	﹤0.01%	1187