A detailed history of Creative Planning transactions in Epr Properties stock. As of the latest transaction made, Creative Planning holds 22,552 shares of EPR stock, worth $998,828. This represents 0.0% of its overall portfolio holdings.

Number of Shares
22,552
Previous 16,353 37.91%
Holding current value
$998,828
Previous $686,000 61.08%
% of portfolio
0.0%
Previous 0.0%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$41.26 - $49.58 $255,770 - $307,346
6,199 Added 37.91%
22,552 $1.11 Million
Q2 2024

Aug 15, 2024

BUY
$39.76 - $43.26 $108,664 - $118,229
2,733 Added 20.07%
16,353 $686,000
Q1 2024

May 10, 2024

BUY
$41.08 - $48.75 $56,813 - $67,421
1,383 Added 11.3%
13,620 $578,000
Q4 2023

Feb 14, 2024

BUY
$40.43 - $49.02 $40,268 - $48,823
996 Added 8.86%
12,237 $592,000
Q3 2023

Nov 16, 2023

SELL
$41.32 - $47.25 $56,029 - $64,071
-1,356 Reduced 10.76%
11,241 $466,000
Q2 2023

Jul 21, 2023

BUY
$37.77 - $46.97 $133,290 - $165,757
3,529 Added 38.92%
12,597 $589,000
Q1 2023

May 15, 2023

BUY
$34.43 - $43.51 $28,094 - $35,504
816 Added 9.89%
9,068 $345,000
Q4 2022

Feb 10, 2023

BUY
$35.8 - $41.61 $91,612 - $106,479
2,559 Added 44.95%
8,252 $311,000
Q3 2022

Nov 03, 2022

BUY
$30.6 - $53.81 $7,986 - $14,044
261 Added 4.8%
5,693 $204,000
Q2 2022

Aug 15, 2022

SELL
$43.56 - $55.89 $738,690 - $947,782
-16,958 Reduced 75.74%
5,432 $255,000
Q1 2022

May 16, 2022

BUY
$42.56 - $56.0 $168,792 - $222,096
3,966 Added 21.53%
22,390 $1.23 Million
Q4 2021

Feb 11, 2022

BUY
$43.66 - $53.85 $5,632 - $6,946
129 Added 0.71%
18,424 $875,000
Q3 2021

Nov 10, 2021

SELL
$47.21 - $55.33 $331,839 - $388,914
-7,029 Reduced 27.76%
18,295 $903,000
Q2 2021

Aug 04, 2021

SELL
$45.38 - $55.03 $416,769 - $505,395
-9,184 Reduced 26.61%
25,324 $1.33 Million
Q1 2021

Apr 30, 2021

BUY
$30.93 - $50.49 $181,992 - $297,083
5,884 Added 20.56%
34,508 $1.61 Million
Q4 2020

Jan 29, 2021

SELL
$21.55 - $40.48 $38,078 - $71,528
-1,767 Reduced 5.81%
28,624 $930,000
Q3 2020

Nov 05, 2020

BUY
$26.62 - $34.42 $9,716 - $12,563
365 Added 1.22%
30,391 $836,000
Q2 2020

Jul 23, 2020

SELL
$19.8 - $44.0 $48,153 - $107,008
-2,432 Reduced 7.49%
30,026 $995,000
Q1 2020

May 05, 2020

BUY
$13.92 - $73.17 $167,137 - $878,552
12,007 Added 58.71%
32,458 $786,000
Q4 2019

Jan 30, 2020

SELL
$67.95 - $79.51 $351,097 - $410,828
-5,167 Reduced 20.17%
20,451 $1.45 Million
Q3 2019

Nov 01, 2019

SELL
$73.14 - $79.45 $29,036 - $31,541
-397 Reduced 1.53%
25,618 $1.97 Million
Q2 2019

Jul 26, 2019

SELL
$74.31 - $80.28 $65,987 - $71,288
-888 Reduced 3.3%
26,015 $1.94 Million
Q1 2019

Apr 24, 2019

BUY
$63.12 - $77.47 $380,234 - $466,679
6,024 Added 28.85%
26,903 $2.07 Million
Q4 2018

Feb 01, 2019

BUY
$63.46 - $71.45 $26,018 - $29,294
410 Added 2.0%
20,879 $1.34 Million
Q3 2018

Oct 25, 2018

BUY
$64.6 - $70.35 $256,268 - $279,078
3,967 Added 24.04%
20,469 $1.4 Million
Q2 2018

Jul 20, 2018

BUY
$53.04 - $66.06 $392,708 - $489,108
7,404 Added 81.38%
16,502 $1.07 Million
Q1 2018

Apr 18, 2018

SELL
$53.18 - $64.49 $105,349 - $127,754
-1,981 Reduced 17.88%
9,098 $504,000
Q4 2017

Jan 17, 2018

SELL
$63.11 - $71.38 $502,544 - $568,398
-7,963 Reduced 41.82%
11,079 $725,000
Q3 2017

Oct 17, 2017

BUY
$67.08 - $72.68 $1.28 Million - $1.38 Million
19,042
19,042 $1.33 Million

Others Institutions Holding EPR

About EPR PROPERTIES


  • Ticker EPR
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Specialty
  • Shares Outstandng 75,014,704
  • Market Cap $3.32B
  • 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 ...
More about EPR
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