Waverly Advisors’s EPR Properties EPR Stock Holding History

Waverly Advisors’s Portfolio EPR Stock Details EPR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$260K	Buy
2025 Q2	$254K	Buy
2014 Q1	–	Sell
2013 Q4	$25K	Hold
2013 Q3	$25K	Buy