Zacks Investment Management’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	$6.56M	Buy	131,386 +16,960	+15%	+$932K	0.05%	191
2025 Q4	$5.71M	Sell	114,426 -9,703	-8%	-$505K	0.04%	216
2025 Q3	$7.2M	Buy	124,129 +4,902	+4%	+$275K	0.06%	193
2025 Q2	$6.95M	Buy	119,227 +53,492	+81%	+$2.82M	0.06%	194
2025 Q1	$3.46M	Buy	+65,735	New	+$3.22M	0.03%	259
2024 Q3	–	Sell	-11,120	Closed	-$467K	–	708
2024 Q2	$467K	Sell	11,120 -104,241	-90%	-$4.29M	0.01%	453
2024 Q1	$4.9M	Buy	115,361 +10,432	+10%	+$455K	0.05%	207
2023 Q4	$5.08M	Sell	104,929 -10,138	-9%	-$452K	0.06%	187
2023 Q3	$4.78M	Sell	115,067 -5,141	-4%	-$226K	0.06%	188
2023 Q2	$5.63M	Sell	120,208 -4,173	-3%	-$176K	0.07%	174
2023 Q1	$4.74M	Buy	124,381 +9,997	+9%	+$398K	0.06%	191
2022 Q4	$4.31M	Sell	114,384 -8,090	-7%	-$315K	0.06%	202
2022 Q3	$4.39M	Sell	122,474 -16,202	-12%	-$765K	0.07%	185
2022 Q2	$6.51M	Buy	138,676 +36,118	+35%	+$1.83M	0.1%	144
2022 Q1	$5.61M	Buy	102,558 +15,850	+18%	+$768K	0.08%	177
2021 Q4	$4.12M	Sell	86,708 -13,313	-13%	-$661K	0.06%	208
2021 Q3	$4.94M	Buy	100,021 +7,916	+9%	+$402K	0.08%	185
2021 Q2	$4.85M	Buy	+92,105	New	+$4.58M	0.08%	185
2020 Q1	–	Sell	-20,574	Closed	-$1.45M	–	526
2019 Q4	$1.45M	Sell	20,574 -367	-2%	-$27.1K	0.03%	327
2019 Q3	$1.61M	Buy	20,941 +309	+1%	+$23.5K	0.03%	302
2019 Q2	$1.54M	Sell	20,632 -239	-1%	-$18.6K	0.03%	322
2019 Q1	$1.6M	Buy	+20,871	New	+$1.52M	0.03%	300