Waterloo Capital’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 | $533K | Sell |
9,151
-832
| -8% | -$48.5K | 0.04% | 262 |
|
|
2025
Q1 | $525K | Sell |
9,983
-4,268
| -30% | -$225K | 0.05% | 238 |
|
|
2024
Q4 | $631K | Sell |
14,251
-803
| -5% | -$35.6K | 0.07% | 203 |
|
|
2024
Q3 | $738K | Sell |
15,054
-670
| -4% | -$32.9K | 0.08% | 188 |
|
|
2024
Q2 | $660K | Buy |
+15,724
| New | +$660K | 0.08% | 187 |
|