Superior Planning, LLC’s Essential Properties Realty Trust EPRT Stock Holding History

Superior Planning, LLC’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 Q3	$748	Buy	+29	New	+$875	﹤0.01%	1820

Other funds holding EPRT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Superior Planning, LLC's EPRT Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Essential Properties Realty Trust (EPRT) in Q3 2026: 29 shares worth $748. The stake represents ﹤0.01% of the portfolio and ranks #1820 among its holdings.

230 funds tracked by Wall St. Rank hold EPRT as of Q3 2026.

Superior Planning, LLC held 29 shares of Essential Properties Realty Trust worth $748 as of Q3 2026.
Essential Properties Realty Trust was a new Superior Planning, LLC position in Q3 2026.
Essential Properties Realty Trust made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1820 holding.
230 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.