A detailed history of Robertson Stephens Wealth Management, LLC transactions in Epr Properties stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 4,700 shares of EPR stock, worth $210,090. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,700
Previous 4,750 1.05%
Holding current value
$210,090
Previous $199,000 15.58%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

SELL
$41.26 - $49.58 $2,063 - $2,479
-50 Reduced 1.05%
4,700 $230,000
Q2 2024

Aug 13, 2024

BUY
$39.76 - $43.26 $1,988 - $2,163
50 Added 1.06%
4,750 $199,000
Q1 2024

May 15, 2024

SELL
$41.08 - $48.75 $985 - $1,170
-24 Reduced 0.51%
4,700 $199,000
Q4 2023

Feb 06, 2024

BUY
$40.43 - $49.02 $190,991 - $231,570
4,724 New
4,724 $228,000
Q2 2023

Aug 11, 2023

BUY
$37.77 - $46.97 $177,632 - $220,899
4,703 New
4,703 $220,000
Q4 2021

Feb 14, 2022

BUY
$43.66 - $53.85 $205,201 - $253,095
4,700 New
4,700 $224,000

Others Institutions Holding EPR

About EPR PROPERTIES


  • Ticker EPR
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Specialty
  • Shares Outstandng 75,014,704
  • Market Cap $3.35B
  • 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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