Waverly Advisors’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	$254K	Buy	+4,368	New	+$254K	﹤0.01%	1035
2014 Q1	–	Sell	-510	Closed	-$25K	–	731
2013 Q4	$25K	Hold	510	–	–	0.01%	423
2013 Q3	$25K	Buy	+510	New	+$25K	0.01%	333