Aigen Investment Management’s Essential Properties Realty Trust EPRT Stock Holding History

Aigen Investment 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
2025 Q4	–	Sell	-34,139	Closed	-$1.02M	–	699
2025 Q3	$1.02M	Buy	34,139 +25,287	+286%	+$774K	0.16%	193
2025 Q2	$282K	Buy	+8,852	New	+$283K	0.04%	552
2024 Q3	–	Sell	-14,579	Closed	-$404K	–	807
2024 Q2	$404K	Buy	+14,579	New	+$389K	0.08%	379
2022 Q3	–	Sell	-32,947	Closed	-$708K	–	631
2022 Q2	$708K	Sell	32,947 -3,990	-11%	-$92.8K	0.12%	233
2022 Q1	$935K	Buy	+36,937	New	+$951K	0.16%	176
2020 Q1	–	Sell	-36,778	Closed	-$912K	–	1340
2019 Q4	$912K	Buy	+36,778	New	+$925K	0.15%	198

Other funds holding EPRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Aigen Investment Management's EPRT Position: Q4 2025 in Review

Aigen Investment Management sold out of Essential Properties Realty Trust (EPRT) in Q4 2025, closing a stake of 34,139 shares — an estimated $1.02M sold.

Aigen Investment Management first reported a position in EPRT in Q4 2019 and held it in 6 quarters. The position peaked at $1.02M in Q3 2025. 357 funds tracked by Wall St. Rank hold EPRT as of Q4 2025.

Aigen Investment Management reported no remaining Essential Properties Realty Trust position as of Q4 2025 after selling out during the quarter.
Aigen Investment Management sold 34,139 Essential Properties Realty Trust shares in Q4 2025, an estimated $1.02M.
Aigen Investment Management first reported a position in Essential Properties Realty Trust in Q4 2019 and held it in 6 quarters.
Aigen Investment Management's Essential Properties Realty Trust position peaked at $1.02M in Q3 2025.
357 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q4 2025.

Based on Aigen Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.