RDA Financial Network
EPR icon

RDA Financial Network’s EPR Properties EPR Stock Holding History

RDA Financial Network’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 		$336K Sell
5,983
-55
-0.9% -$3.3K 0.07% 193
2026
Q2 		$350K Sell
6,038
-584
-9% -$33.2K 0.08% 204
2026
Q1 		$331K Sell
6,622
-7,604
-53% -$418K 0.08% 201
2025
Q4 		$710K Sell
14,226
-45
-0.3% -$2.34K 0.17% 123
2025
Q3 		$828K Buy
14,271
+155
+1% +$8.71K 0.2% 114
2025
Q2 		$822K Sell
14,116
-243
-2% -$12.8K 0.22% 110
2025
Q1 		$755K Buy
14,359
+427
+3% +$20.9K 0.23% 107
2024
Q4 		$617K Sell
13,932
-22
-0.2% -$1.01K 0.18% 120
2024
Q3 		$684K Sell
13,954
-271
-2% -$12.4K 0.21% 110
2024
Q2 		$597K Sell
14,225
-80
-0.6% -$3.29K 0.2% 121
2024
Q1 		$607K Hold
14,305
– – 0.21% 115
2023
Q4 		$693K Sell
14,305
-77
-0.5% -$3.43K 0.26% 95
2023
Q3 		$597K Sell
14,382
-75
-0.5% -$3.3K 0.26% 95
2023
Q2 		$677K Sell
14,457
-75
-0.5% -$3.16K 0.28% 87
2023
Q1 		$554K Sell
14,532
-275
-2% -$11K 0.25% 97
2022
Q4 		$559K Buy
14,807
+591
+4% +$23K 0.28% 90
2022
Q3 		$510K Sell
14,216
-3,770
-21% -$178K 0.28% 94
2022
Q2 		$844K Buy
17,986
+140
+0.8% +$7.09K 0.43% 67
2022
Q1 		$976K Sell
17,846
-550
-3% -$26.6K 0.41% 64
2021
Q4 		$874K Sell
18,396
-378
-2% -$18.8K 0.36% 74
2021
Q3 		$927K Sell
18,774
-789
-4% -$40K 0.41% 67
2021
Q2 		$1.03M Sell
19,563
-66
-0.3% -$3.28K 0.46% 64
2021
Q1 		$915K Sell
19,629
-354
-2% -$14.9K 0.39% 71
2020
Q4 		$649K Buy
19,983
+1,377
+7% +$40.5K 0.29% 89
2020
Q3 		$512K Buy
18,606
+2,105
+13% +$65.8K 0.23% 103
2020
Q2 		$547K Sell
16,501
-42
-0.3% -$1.25K 0.27% 93
2020
Q1 		$401K Sell
16,543
-147
-0.9% -$8.43K 0.24% 99
2019
Q4 		$1.22M Buy
16,690
+578
+4% +$42.6K 0.49% 57
2019
Q3 		$1.2M Buy
16,112
+390
+2% +$29.7K 0.51% 52
2019
Q2 		$1.2M Buy
15,722
+421
+3% +$32.8K 0.54% 48
2019
Q1 		$1.22M Buy
+15,301
New +$1.11M 0.57% 43

Other funds holding EPR

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

RDA Financial Network's EPR Position: Q3 2026 in Review

RDA Financial Network reduced its EPR Properties (EPR) stake by 0.91% in Q3 2026, selling an estimated $3.3K and leaving 5,983 shares worth $336K. The position accounts for 0.07% of the portfolio, ranked #193.

RDA Financial Network first reported a position in EPR in Q1 2019 and has held it in 31 quarters since. The position peaked at $1.22M in Q4 2019. 97 funds tracked by Wall St. Rank hold EPR as of Q3 2026.

  • RDA Financial Network held 5,983 shares of EPR Properties worth $336K as of Q3 2026.
  • RDA Financial Network sold 55 EPR Properties shares in Q3 2026, an estimated $3.3K.
  • EPR Properties made up 0.07% of RDA Financial Network's portfolio in Q3 2026, its #193 holding.
  • RDA Financial Network first reported a position in EPR Properties in Q1 2019 and has held it in 31 quarters since.
  • RDA Financial Network's EPR Properties position peaked at $1.22M in Q4 2019.
  • 97 funds tracked by Wall St. Rank held EPR Properties as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.