Abound Wealth Management’s Essential Properties Realty Trust EPRT Stock Holding History

Abound Wealth Management’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	$299	Hold	10	–	–	﹤0.01%	1028
2026 Q1	$304	Hold	10	–	–	﹤0.01%	1128
2025 Q4	$297	Hold	10	–	–	﹤0.01%	1050
2025 Q3	$298	Hold	10	–	–	﹤0.01%	1010
2025 Q2	$320	Hold	10	–	–	﹤0.01%	908
2025 Q1	$327	Hold	10	–	–	﹤0.01%	861
2024 Q4	$313	Sell	10 -9	-47%	-$295	﹤0.01%	882
2024 Q3	$649	Sell	19 -2	-10%	-$62	﹤0.01%	820
2024 Q2	$582	Hold	21	–	–	﹤0.01%	787
2024 Q1	$560	Sell	21 -61	-74%	-$1.53K	﹤0.01%	858
2023 Q4	$2.1K	Buy	82 +61	+290%	+$1.41K	﹤0.01%	646
2023 Q3	$455	Hold	21	–	–	﹤0.01%	834
2023 Q2	$495	Buy	+21	New	+$511	﹤0.01%	844

Other funds holding EPRT

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return

BCO Wealth Management Carlsbad, New Mexico $183M AUM 15.82% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return