Alpine Woods Capital Investors’s EPR Properties EPR Stock Holding History

Alpine Woods Capital Investors’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
2018 Q2	–	Sell	-7,512	Closed	-$416K	–	289
2018 Q1	$416K	Sell	7,512 -1,500	-17%	-$86.9K	0.02%	319
2017 Q4	$590K	Hold	9,012	–	–	0.03%	292
2017 Q3	$628K	Hold	9,012	–	–	0.03%	289
2017 Q2	$648K	Hold	9,012	–	–	0.03%	277
2017 Q1	$664K	Hold	9,012	–	–	0.04%	283
2016 Q4	$647K	Hold	9,012	–	–	0.04%	285
2016 Q3	$710K	Hold	9,012	–	–	0.04%	280
2016 Q2	$727K	Hold	9,012	–	–	0.04%	273
2016 Q1	$600K	Hold	9,012	–	–	0.03%	285
2015 Q4	$527K	Hold	9,012	–	–	0.03%	321
2015 Q3	$465K	Hold	9,012	–	–	0.03%	336
2015 Q2	$494K	Hold	9,012	–	–	0.03%	321
2015 Q1	$541K	Sell	9,012 -2,000	-18%	-$123K	0.03%	315
2014 Q4	$635K	Hold	11,012	–	–	0.03%	293
2014 Q3	$558K	Sell	11,012 -6,000	-35%	-$332K	0.03%	324
2014 Q2	$950	Hold	17,012	–	–	0.02%	230
2014 Q1	$908K	Hold	17,012	–	–	0.05%	220
2013 Q4	$836K	Hold	17,012	–	–	0.05%	221
2013 Q3	$829K	Hold	17,012	–	–	0.05%	214
2013 Q2	$855K	Buy	+17,012	New	+$923K	0.05%	200

Other funds holding EPR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Alpine Woods Capital Investors's EPR Position: Q2 2018 in Review

Alpine Woods Capital Investors sold out of EPR Properties (EPR) in Q2 2018, closing a stake of 7,512 shares — an estimated $416K sold.

Alpine Woods Capital Investors first reported a position in EPR in Q2 2013 and held it in 20 quarters. The position peaked at $908K in Q1 2014. 348 funds tracked by Wall St. Rank hold EPR as of Q2 2018.

Alpine Woods Capital Investors reported no remaining EPR Properties position as of Q2 2018 after selling out during the quarter.
Alpine Woods Capital Investors sold 7,512 EPR Properties shares in Q2 2018, an estimated $416K.
Alpine Woods Capital Investors first reported a position in EPR Properties in Q2 2013 and held it in 20 quarters.
Alpine Woods Capital Investors's EPR Properties position peaked at $908K in Q1 2014.
348 funds tracked by Wall St. Rank held EPR Properties as of Q2 2018.

Based on Alpine Woods Capital Investors's 13F filing for Q2 2018, filed 9 Aug 2018.