Wealth Enhancement Advisory Services’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 Q2	$2.47M	Buy	46,194 +16,435	+55%	+$934K	﹤0.01%	1436
2026 Q1	$1.52M	Sell	29,759 -2,517	-8%	-$138K	﹤0.01%	1541
2025 Q4	$1.65M	Buy	32,276 +4,915	+18%	+$256K	﹤0.01%	1628
2025 Q3	$1.51M	Buy	27,361 +1,092	+4%	+$61.4K	﹤0.01%	1613
2025 Q2	$1.56M	Buy	26,269 +10,160	+63%	+$535K	﹤0.01%	1493
2025 Q1	$848K	Buy	16,109 +838	+5%	+$41.1K	﹤0.01%	1693
2024 Q4	$676K	Buy	15,271 +450	+3%	+$20.6K	﹤0.01%	1782
2024 Q3	$727K	Buy	14,821 +1,668	+13%	+$76.1K	﹤0.01%	1586
2024 Q2	$552K	Buy	13,153 +3,692	+39%	+$152K	﹤0.01%	1591
2024 Q1	$402K	Sell	9,461 -25	-0.3%	-$1.09K	﹤0.01%	1717
2023 Q4	$460K	Buy	9,486 +283	+3%	+$12.6K	﹤0.01%	1555
2023 Q3	$382K	Buy	+9,203	New	+$405K	﹤0.01%	1592
2018 Q1	–	Sell	-15,829	Closed	-$944K	–	155
2017 Q4	$944K	Buy	15,829 +3,027	+24%	+$207K	0.07%	116
2017 Q3	$899K	Buy	+12,802	New	+$902K	0.07%	116