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Ares Financial Consulting’s Essential Properties Realty Trust EPRT Stock Holding History

Ares Financial Consulting’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 		$2.03K Hold
68
– – ﹤0.01% 881
2026
Q1 		$2.08K Hold
68
– – ﹤0.01% 835
2025
Q4 		$2.02K Buy
+68
New +$2.07K ﹤0.01% 654

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DPIM
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Principal Financial Group
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Bank of New York Mellon
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Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
SO
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Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Ares Financial Consulting's EPRT Position: Q2 2026 in Review

Ares Financial Consulting held its Essential Properties Realty Trust (EPRT) position steady in Q2 2026 at 68 shares worth $2.03K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

Ares Financial Consulting first reported a position in EPRT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.08K in Q1 2026. 122 funds tracked by Wall St. Rank hold EPRT as of Q2 2026.

  • Ares Financial Consulting held 68 shares of Essential Properties Realty Trust worth $2.03K as of Q2 2026.
  • Ares Financial Consulting left its Essential Properties Realty Trust share count unchanged in Q2 2026.
  • Essential Properties Realty Trust made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #881 holding.
  • Ares Financial Consulting first reported a position in Essential Properties Realty Trust in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Essential Properties Realty Trust position peaked at $2.08K in Q1 2026.
  • 122 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.