Valley National Advisers’s EPR Properties EPR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-100	Closed	-$5K	–	935
2022 Q2	$5K	Hold	100	–	–	﹤0.01%	659
2022 Q1	$5K	Hold	100	–	–	﹤0.01%	693
2021 Q4	$5K	Hold	100	–	–	﹤0.01%	686
2021 Q3	$5K	Hold	100	–	–	﹤0.01%	656
2021 Q2	$5K	Sell	100 -40	-29%	-$1.99K	﹤0.01%	667
2021 Q1	$7K	Sell	140 -60	-30%	-$2.53K	﹤0.01%	587
2020 Q4	$7K	Sell	200 -45	-18%	-$1.32K	﹤0.01%	565
2020 Q3	$7K	Hold	245	–	–	﹤0.01%	512
2020 Q2	$8K	Hold	245	–	–	﹤0.01%	499
2020 Q1	$6K	Buy	245 +145	+145%	+$8.31K	﹤0.01%	523
2019 Q4	$7K	Hold	100	–	–	﹤0.01%	564
2019 Q3	$8K	Buy	+100	New	+$7.61K	﹤0.01%	528
2019 Q2	–	Hold	0	–	–	–	384
2018 Q3	–	Hold	0	–	–	–	471
2015 Q1	–	Hold	0	–	–	–	254