William Blair & Company’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
Q1
$240K Buy
4,799
+75
+2% +$4.12K ﹤0.01% 1412
2025
Q4
$236K Buy
+4,724
New +$246K ﹤0.01% 1403
2024
Q1
Sell
-4,765
Closed -$231K 1808
2023
Q4
$231K Buy
+4,765
New +$212K ﹤0.01% 1347
2023
Q3
Sell
-4,965
Closed -$232K 1800
2023
Q2
$232K Buy
+4,965
New +$210K ﹤0.01% 1357
2022
Q3
Sell
-8,265
Closed -$388K 1841
2022
Q2
$388K Buy
8,265
+911
+12% +$46.2K ﹤0.01% 1155
2022
Q1
$402K Buy
7,354
+2,596
+55% +$126K ﹤0.01% 1244
2021
Q4
$226K Buy
+4,758
New +$236K ﹤0.01% 1521
2015
Q3
Sell
-315,862
Closed -$17.3M 1448
2015
Q2
$17.3M Buy
315,862
+18,165
+6% +$1.06M 0.03% 702
2015
Q1
$17.9M Buy
297,697
+29,119
+11% +$1.79M 0.03% 645
2014
Q4
$15.5M Buy
268,578
+72,365
+37% +$4.02M 0.03% 685
2014
Q3
$9.94M Buy
196,213
+1,329
+0.7% +$73.5K 0.02% 842
2014
Q2
$10.9M Sell
194,884
-15,414
-7% -$835K 0.02% 819
2014
Q1
$11.2M Buy
210,298
+205,139
+3,976% +$10.6M 0.02% 787
2013
Q4
$254K Sell
5,159
-215
-4% -$10.8K ﹤0.01% 1795
2013
Q3
$262K Hold
5,374
﹤0.01% 1785
2013
Q2
$270K Buy
+5,374
New +$292K ﹤0.01% 1713

Other funds holding EPR