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Mount Yale Investment Advisors’s Essential Properties Realty Trust EPRT Stock Holding History

Mount Yale Investment 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
Q1 		$241K Buy
+7,896
New +$250K 0.01% 987
2025
Q3 		– Sell
-3,379
Closed -$108K – 940
2025
Q2 		$108K Buy
+3,379
New +$108K 0.01% 641

Other funds holding EPRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Mount Yale Investment Advisors's EPRT Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Essential Properties Realty Trust (EPRT) in Q1 2026: 7,896 shares worth $241K. The stake represents 0.01% of the portfolio and ranks #987 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in EPRT as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in EPRT in Q2 2025 and has held it in 2 quarters since. 379 funds tracked by Wall St. Rank hold EPRT as of Q1 2026.

  • Mount Yale Investment Advisors held 7,896 shares of Essential Properties Realty Trust worth $241K as of Q1 2026.
  • Essential Properties Realty Trust was a new Mount Yale Investment Advisors position in Q1 2026.
  • Essential Properties Realty Trust made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #987 holding.
  • Mount Yale Investment Advisors first reported a position in Essential Properties Realty Trust in Q2 2025 and has held it in 2 quarters since.
  • 379 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.