RFN
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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
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% -$3.17K 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

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

RDA Financial Network's EPR Position: Q2 2026 in Review

RDA Financial Network reduced its EPR Properties (EPR) stake by 8.8% in Q2 2026, selling an estimated $33.2K and leaving 6,038 shares worth $350K. The position accounts for 0.08% of the portfolio, ranked #204.

RDA Financial Network first reported a position in EPR in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.22M in Q4 2019. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • RDA Financial Network held 6,038 shares of EPR Properties worth $350K as of Q2 2026.
  • RDA Financial Network sold 584 EPR Properties shares in Q2 2026, an estimated $33.2K.
  • EPR Properties made up 0.08% of RDA Financial Network's portfolio in Q2 2026, its #204 holding.
  • RDA Financial Network first reported a position in EPR Properties in Q1 2019 and has held it in 30 quarters since.
  • RDA Financial Network's EPR Properties position peaked at $1.22M in Q4 2019.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.