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McGuire Capital Advisors’s Essential Properties Realty Trust EPRT Stock Holding History

McGuire Capital Advisors’s Portfolio EPRT Stock Details EPRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$91K Sell
3,050
-295
-9% -$9.16K 0.05% 151
2026
Q1 		$102K Hold
3,345
– – 0.07% 129
2025
Q4 		$99.2K Buy
+3,345
New +$102K 0.06% 140

Other funds holding EPRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

McGuire Capital Advisors's EPRT Position: Q2 2026 in Review

McGuire Capital Advisors reduced its Essential Properties Realty Trust (EPRT) stake by 8.8% in Q2 2026, selling an estimated $9.16K and leaving 3,050 shares worth $91K. The position accounts for 0.05% of the portfolio, ranked #151.

McGuire Capital Advisors first reported a position in EPRT in Q4 2025 and has held it in 3 quarters since. The position peaked at $102K in Q1 2026. 376 funds tracked by Wall St. Rank hold EPRT as of Q2 2026.

  • McGuire Capital Advisors held 3,050 shares of Essential Properties Realty Trust worth $91K as of Q2 2026.
  • McGuire Capital Advisors sold 295 Essential Properties Realty Trust shares in Q2 2026, an estimated $9.16K.
  • Essential Properties Realty Trust made up 0.05% of McGuire Capital Advisors's portfolio in Q2 2026, its #151 holding.
  • McGuire Capital Advisors first reported a position in Essential Properties Realty Trust in Q4 2025 and has held it in 3 quarters since.
  • McGuire Capital Advisors's Essential Properties Realty Trust position peaked at $102K in Q1 2026.
  • 376 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q2 2026.

Based on McGuire Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.