James Small Cap Fund EPR Holdings History
James Small Cap Fund's EPR Properties Holding Summary
As of 2025-03-31, JAMES ADVANTAGE FUNDS held 5,860.00 shares of EPR Properties(EPR), totaling $308,290.00. This investment constitutes 0.65% of their stock portfolio, and JAMES ADVANTAGE FUNDS now holds 0.01% of the outstanding EPR Properties(EPR) stock.
The initial trade took place in 2025Q1. And since then James Small Cap Fund has made 1 purchases of EPR, at an average price of $49.05, for a total of 5,860.00 shares. Based on historical transaction data and EPR's current price of $58.33, James Small Cap Fund's estimated gain on his EPR holdings is $54,380.80, reflecting a 18.92% gain to date.
James Small Cap Fund EPR ($58.33) Holding Chart
James Small Cap Fund EPR ($58.33) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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