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Whipplewood Advisors’s EPR Properties EPR Stock Holding History

Whipplewood Advisors’s Portfolio EPR Stock Details EPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$990 Sell
17
-15
-47% -$874 ﹤0.01% 1024
2025
Q1 		$894 Buy
32
+15
+88% +$419 ﹤0.01% 1043
2024
Q4 		$753 Buy
+17
New +$753 ﹤0.01% 1059