Mount Yale Investment Advisors’s EPR Properties EPR Stock Holding History

Mount Yale Investment Advisors’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	$926K	Sell	15,880 -2,003	-11%	-$114K	0.02%	602
2026 Q1	$899K	Sell	17,883 -14,418	-45%	-$793K	0.02%	551
2025 Q4	$1.62M	Buy	32,301 +4,392	+16%	+$229K	0.08%	224
2025 Q3	$1.63M	Buy	27,909 +27,884	+111,536%	+$1.57M	0.11%	196
2025 Q2	$1.46K	Buy	+25	New	+$1.32K	﹤0.01%	1366
2018 Q3	–	Sell	-130	Closed	-$8K	–	955
2018 Q2	$8K	Hold	130	–	–	﹤0.01%	880
2018 Q1	$7K	Buy	+130	New	+$7.53K	﹤0.01%	882

Other funds holding EPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mount Yale Investment Advisors's EPR Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its EPR Properties (EPR) stake by 11% in Q2 2026, selling an estimated $114K and leaving 15,880 shares worth $926K. The position accounts for 0.02% of the portfolio, ranked #602.

Mount Yale Investment Advisors first reported a position in EPR in Q1 2018 and has held it in 7 quarters since. The position peaked at $1.63M in Q3 2025. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

Mount Yale Investment Advisors held 15,880 shares of EPR Properties worth $926K as of Q2 2026.
Mount Yale Investment Advisors sold 2,003 EPR Properties shares in Q2 2026, an estimated $114K.
EPR Properties made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #602 holding.
Mount Yale Investment Advisors first reported a position in EPR Properties in Q1 2018 and has held it in 7 quarters since.
Mount Yale Investment Advisors's EPR Properties position peaked at $1.63M in Q3 2025.
490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.