AlphaCore Capital
EPR icon

AlphaCore Capital’s EPR Properties EPR Stock Holding History

AlphaCore Capital’s Portfolio EPR Stock Details EPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$553K Buy
+9,833
New +$591K 0.01% 763
2025
Q1 		– Sell
-9,254
Closed -$410K – 777
2024
Q4 		$410K Buy
+9,254
New +$424K 0.09% 136

Other funds holding EPR

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AlphaCore Capital's EPR Position: Q3 2026 in Review

AlphaCore Capital opened a new position in EPR Properties (EPR) in Q3 2026: 9,833 shares worth $553K. The stake represents 0.01% of the portfolio and ranks #763 among its holdings. This is a return to the name: AlphaCore Capital previously reported a position in EPR as recently as Q4 2024.

AlphaCore Capital first reported a position in EPR in Q4 2024 and has held it in 2 quarters since. 236 funds tracked by Wall St. Rank hold EPR as of Q3 2026.

  • AlphaCore Capital held 9,833 shares of EPR Properties worth $553K as of Q3 2026.
  • EPR Properties was a new AlphaCore Capital position in Q3 2026.
  • EPR Properties made up 0.01% of AlphaCore Capital's portfolio in Q3 2026, its #763 holding.
  • AlphaCore Capital first reported a position in EPR Properties in Q4 2024 and has held it in 2 quarters since.
  • 236 funds tracked by Wall St. Rank held EPR Properties as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.