Ownership history in SUMMIT SECURITIES GROUP LLC · 9 quarters on record
This page tracks every 13F SEC filing in which SUMMIT SECURITIES GROUP LLC reported a position in EPR PPTYS (EPR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 600 | +400 | +200.0% | 0.01% | $35K | $56.41 |
| 2025 Q2 | REDUCED | 200 | -334 | -62.5% | 0.00% | $12K | $55.77 |
| 2022 Q4 | ADDED | 534 | +33 | +6.6% | 0.00% | $20K | $29.89 |
| 2022 Q3 | REDUCED | 501 | -2,699 | -84.3% | 0.00% | $18K | $27.82 |
| 2022 Q2 | REDUCED | 3,200 | -3,300 | -50.8% | 0.02% | $150K | $35.73 |
| 2022 Q1 | REDUCED | 6,500 | -3,400 | -34.3% | 0.04% | $356K | $40.98 |
| 2021 Q4 | ADDED | 9,900 | +4,300 | +76.8% | 0.02% | $470K | $35.01 |
| 2021 Q3 | REDUCED | 5,600 | -3,400 | -37.8% | 0.02% | $277K | $35.84 |
| 2019 Q1 | INITIATED | 9,000 | — | — | 0.13% | $692 | — |
As of 2025 Q4 — sorted by position size