A detailed history of Venturi Wealth Management, LLC transactions in Epr Properties stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 1,474 shares of EPR stock, worth $64,251. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,474
Previous 1,036 42.28%
Holding current value
$64,251
Previous $43,000 67.44%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 04, 2024

BUY
$41.26 - $49.58 $18,071 - $21,716
438 Added 42.28%
1,474 $72,000
Q2 2024

Jul 19, 2024

BUY
$39.76 - $43.26 $20,714 - $22,538
521 Added 101.17%
1,036 $43,000
Q1 2024

Apr 23, 2024

SELL
$41.08 - $48.75 $12,652 - $15,015
-308 Reduced 37.42%
515 $21,000
Q4 2023

Jan 23, 2024

BUY
$40.43 - $49.02 $12,412 - $15,049
307 Added 59.5%
823 $39,000
Q3 2023

Nov 02, 2023

BUY
$41.32 - $47.25 $21,321 - $24,381
516 New
516 $21,000
Q3 2019

Oct 29, 2019

BUY
$73.14 - $79.45 $92,302 - $100,265
1,262 New
1,262 $97,000

Others Institutions Holding EPR

About EPR PROPERTIES


  • Ticker EPR
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Specialty
  • Shares Outstandng 75,014,704
  • Market Cap $3.27B
  • 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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