Toth Financial Advisory
EPR icon

Toth Financial Advisory’s EPR Properties EPR Stock Holding History

Toth Financial Advisory’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 		$95.4K Hold
1,700
– – 0.01% 301
2026
Q2 		$98.6K Hold
1,700
– – 0.01% 298
2026
Q1 		$84.9K Hold
1,700
– – 0.01% 294
2025
Q4 		$84.8K Hold
1,700
– – 0.01% 280
2025
Q3 		$98.6K Buy
1,700
+1,664
+4,622% +$93.5K 0.01% 268
2025
Q2 		$2.1K Buy
+36
New +$1.9K ﹤0.01% 635

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State of Alaska Department of Revenue
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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
Pensionfund DSM Netherlands
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Toth Financial Advisory's EPR Position: Q3 2026 in Review

Toth Financial Advisory held its EPR Properties (EPR) position steady in Q3 2026 at 1,700 shares worth $95.4K. The position accounts for 0.01% of the portfolio, ranked #301.

Toth Financial Advisory first reported a position in EPR in Q2 2025 and has held it in 6 quarters since. The position peaked at $98.6K in Q2 2026. 79 funds tracked by Wall St. Rank hold EPR as of Q3 2026.

  • Toth Financial Advisory held 1,700 shares of EPR Properties worth $95.4K as of Q3 2026.
  • Toth Financial Advisory left its EPR Properties share count unchanged in Q3 2026.
  • EPR Properties made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #301 holding.
  • Toth Financial Advisory first reported a position in EPR Properties in Q2 2025 and has held it in 6 quarters since.
  • Toth Financial Advisory's EPR Properties position peaked at $98.6K in Q2 2026.
  • 79 funds tracked by Wall St. Rank held EPR Properties as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.