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Keystone Financial Services (Colorado)’s EPR Properties EPR Stock Holding History

Keystone Financial Services (Colorado)’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 		$220K Buy
+3,796
New +$216K 0.06% 123
2025
Q4 		– Sell
-3,670
Closed -$213K – 129
2025
Q3 		$213K Buy
3,670
+101
+3% +$5.67K 0.07% 117
2025
Q2 		$208K Buy
+3,569
New +$188K 0.07% 110

Other funds holding EPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Keystone Financial Services (Colorado)'s EPR Position: Q2 2026 in Review

Keystone Financial Services (Colorado) opened a new position in EPR Properties (EPR) in Q2 2026: 3,796 shares worth $220K. The stake represents 0.06% of the portfolio and ranks #123 among its holdings. This is a return to the name: Keystone Financial Services (Colorado) previously reported a position in EPR as recently as Q3 2025.

Keystone Financial Services (Colorado) first reported a position in EPR in Q2 2025 and has held it in 3 quarters since. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Keystone Financial Services (Colorado) held 3,796 shares of EPR Properties worth $220K as of Q2 2026.
  • EPR Properties was a new Keystone Financial Services (Colorado) position in Q2 2026.
  • EPR Properties made up 0.06% of Keystone Financial Services (Colorado)'s portfolio in Q2 2026, its #123 holding.
  • Keystone Financial Services (Colorado) first reported a position in EPR Properties in Q2 2025 and has held it in 3 quarters since.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.