Wellington Management Group’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $26.4M | Sell |
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|
2025
Q2 | $68M | Buy |
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|
2025
Q1 | $21.2M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $208K | Sell |
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|
2024
Q2 | $792K | Sell |
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|
2024
Q1 | $1.33M | Sell |
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|
2023
Q4 | $81.9M | Buy |
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|
2023
Q3 | $18M | Buy |
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|
2023
Q2 | $15.4M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $2.73M | Buy |
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|
2022
Q1 | $760K | Buy |
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|
2021
Q4 | $217K | Buy |
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|
2021
Q3 | $213K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.84M | Hold |
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|
2018
Q4 | $1.53M | Hold |
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|
2018
Q3 | $1.64M | Sell |
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|
2018
Q2 | $2.21M | Buy |
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