Ae Wealth Management LLC Epr Properties Transaction History

Ae Wealth Management LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$40.43 - $49.02 $61,979 - $75,147	1,533 Added 22.23%	8,429 $408,000
Q3 2023 Oct 11, 2023	BUY	$41.32 - $47.25 $284,942 - $325,836	6,896 New	6,896 $286,000
Q2 2021 Jul 21, 2021	SELL	$45.38 - $55.03 $279,087 - $338,434	-6,150 Closed	0 $0
Q1 2021 Apr 27, 2021	SELL	$30.93 - $50.49 $4,082 - $6,664	-132 Reduced 2.1%	6,150 $287,000
Q4 2020 Feb 01, 2021	BUY	$21.55 - $40.48 $135,377 - $254,295	6,282 New	6,282 $204,000
Q3 2020 Nov 06, 2020	SELL	$26.62 - $34.42 $195,497 - $252,780	-7,344 Closed	0 $0
Q2 2020 Aug 05, 2020	BUY	$19.8 - $44.0 $145,411 - $323,136	7,344 New	7,344 $243,000
Q1 2020 May 07, 2020	SELL	$13.92 - $73.17 $140,967 - $740,992	-10,127 Closed	0 $0
Q4 2019 Jan 15, 2020	BUY	$67.95 - $79.51 $98,255 - $114,971	1,446 Added 16.66%	10,127 $715,000
Q3 2019 Nov 05, 2019	BUY	$73.14 - $79.45 $32,986 - $35,831	451 Added 5.48%	8,681 $667,000
Q2 2019 Jul 22, 2019	BUY	$74.31 - $80.28 $373,779 - $403,808	5,030 Added 157.19%	8,230 $614,000
Q1 2019 May 14, 2019	BUY	$63.12 - $77.47 $201,984 - $247,904	3,200 New	3,200 $246,000

385

51.7M

276K

375K

Ticker EPR
Exchange NYSE
Sector Real Estate
Industry REIT—Specialty
Shares Outstandng 75,014,704
Market Cap $3.37B
Description
EPR Properties is a leading experiential net lease real estate investment trust (REIT), specializing in select enduring experiential properties in the real estate industry. We focus on real estate venues which create value by facilitating out of home leisure and recreation experiences where consumers choose to spend their discretionary time and ...

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

Stay updated on Ae Wealth Management LLC with notifications on news.