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Spirit of America Management Corp’s Essential Properties Realty Trust EPRT Stock Holding History

Spirit of America Management Corp’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 		$119K Hold
4,000
– – 0.02% 251
2026
Q1 		$121K Buy
+4,000
New +$127K 0.02% 260

Other funds holding EPRT

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State Street
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Spirit of America Management Corp's EPRT Position: Q2 2026 in Review

Spirit of America Management Corp held its Essential Properties Realty Trust (EPRT) position steady in Q2 2026 at 4,000 shares worth $119K. The position accounts for 0.02% of the portfolio, ranked #251.

Spirit of America Management Corp first reported a position in EPRT in Q1 2026 and has held it in 2 quarters since. The position peaked at $121K in Q1 2026. 156 funds tracked by Wall St. Rank hold EPRT as of Q2 2026.

  • Spirit of America Management Corp held 4,000 shares of Essential Properties Realty Trust worth $119K as of Q2 2026.
  • Spirit of America Management Corp left its Essential Properties Realty Trust share count unchanged in Q2 2026.
  • Essential Properties Realty Trust made up 0.02% of Spirit of America Management Corp's portfolio in Q2 2026, its #251 holding.
  • Spirit of America Management Corp first reported a position in Essential Properties Realty Trust in Q1 2026 and has held it in 2 quarters since.
  • Spirit of America Management Corp's Essential Properties Realty Trust position peaked at $121K in Q1 2026.
  • 156 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.