Zacks Investment Management’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.95M | Buy |
119,227
+53,492
| +81% | +$3.12M | 0.06% | 194 |
|
|
2025
Q1 | $3.46M | Buy |
+65,735
| New | +$3.46M | 0.03% | 259 |
|
|
2024
Q3 | – | Sell |
-11,120
| Closed | -$467K | – | 708 |
|
|
2024
Q2 | $467K | Sell |
11,120
-104,241
| -90% | -$4.38M | 0.01% | 453 |
|
|
2024
Q1 | $4.9M | Buy |
115,361
+10,432
| +10% | +$443K | 0.05% | 207 |
|
|
2023
Q4 | $5.08M | Sell |
104,929
-10,138
| -9% | -$491K | 0.06% | 187 |
|
|
2023
Q3 | $4.78M | Sell |
115,067
-5,141
| -4% | -$214K | 0.06% | 188 |
|
|
2023
Q2 | $5.63M | Sell |
120,208
-4,173
| -3% | -$195K | 0.07% | 174 |
|
|
2023
Q1 | $4.74M | Buy |
124,381
+9,997
| +9% | +$381K | 0.06% | 191 |
|
|
2022
Q4 | $4.31M | Sell |
114,384
-8,090
| -7% | -$305K | 0.06% | 202 |
|
|
2022
Q3 | $4.39M | Sell |
122,474
-16,202
| -12% | -$581K | 0.07% | 185 |
|
|
2022
Q2 | $6.51M | Buy |
138,676
+36,118
| +35% | +$1.7M | 0.1% | 144 |
|
|
2022
Q1 | $5.61M | Buy |
102,558
+15,850
| +18% | +$867K | 0.08% | 177 |
|
|
2021
Q4 | $4.12M | Sell |
86,708
-13,313
| -13% | -$632K | 0.06% | 208 |
|
|
2021
Q3 | $4.94M | Buy |
100,021
+7,916
| +9% | +$391K | 0.08% | 185 |
|
|
2021
Q2 | $4.85M | Buy |
+92,105
| New | +$4.85M | 0.08% | 185 |
|
|
2020
Q1 | – | Sell |
-20,574
| Closed | -$1.45M | – | 526 |
|
|
2019
Q4 | $1.45M | Sell |
20,574
-367
| -2% | -$25.9K | 0.03% | 327 |
|
|
2019
Q3 | $1.61M | Buy |
20,941
+309
| +1% | +$23.7K | 0.03% | 302 |
|
|
2019
Q2 | $1.54M | Sell |
20,632
-239
| -1% | -$17.8K | 0.03% | 322 |
|
|
2019
Q1 | $1.61M | Buy |
+20,871
| New | +$1.61M | 0.03% | 300 |
|