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Alpine Bank Wealth Management’s EPR Properties EPR Stock Holding History

Alpine Bank Wealth Management’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
Q2 		$20K Buy
+344
New +$19.6K ﹤0.01% 350
2025
Q4 		– Sell
-385
Closed -$22.3K – 238
2025
Q3 		$22.3K Buy
+385
New +$21.6K ﹤0.01% 326

Other funds holding EPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Alpine Bank Wealth Management's EPR Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in EPR Properties (EPR) in Q2 2026: 344 shares worth $20K. The stake represents ﹤0.01% of the portfolio and ranks #350 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in EPR as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in EPR in Q3 2025 and has held it in 2 quarters since. The position peaked at $22.3K in Q3 2025. 254 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Alpine Bank Wealth Management held 344 shares of EPR Properties worth $20K as of Q2 2026.
  • EPR Properties was a new Alpine Bank Wealth Management position in Q2 2026.
  • EPR Properties made up ﹤0.01% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #350 holding.
  • Alpine Bank Wealth Management first reported a position in EPR Properties in Q3 2025 and has held it in 2 quarters since.
  • Alpine Bank Wealth Management's EPR Properties position peaked at $22.3K in Q3 2025.
  • 254 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.