Atom Investors’s Essential Properties Realty Trust EPRT Stock Holding History

Atom Investors’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	$521K	Buy	+17,462	New	+$542K	0.05%	552
2025 Q4	–	Sell	-39,556	Closed	-$1.18M	–	648
2025 Q3	$1.18M	Buy	+39,556	New	+$1.21M	0.09%	228
2025 Q2	–	Sell	-24,916	Closed	-$813K	–	661
2025 Q1	$813K	Buy	+24,916	New	+$791K	0.1%	234
2024 Q3	–	Sell	-36,967	Closed	-$1.02M	–	506
2024 Q2	$1.02M	Buy	36,967 +15,963	+76%	+$426K	0.1%	247
2024 Q1	$560K	Buy	+21,004	New	+$527K	0.07%	315
2023 Q2	–	Sell	-17,283	Closed	-$429K	–	321
2023 Q1	$429K	Buy	+17,283	New	+$426K	0.23%	110
2020 Q4	–	Sell	-10,206	Closed	-$187K	–	432
2020 Q3	$187K	Buy	+10,206	New	+$173K	0.02%	363

Other funds holding EPRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Atom Investors's EPRT Position: Q2 2026 in Review

Atom Investors opened a new position in Essential Properties Realty Trust (EPRT) in Q2 2026: 17,462 shares worth $521K. The stake represents 0.05% of the portfolio and ranks #552 among its holdings. This is a return to the name: Atom Investors previously reported a position in EPRT as recently as Q3 2025.

Atom Investors first reported a position in EPRT in Q3 2020 and has held it in 7 quarters since. The position peaked at $1.18M in Q3 2025. 379 funds tracked by Wall St. Rank hold EPRT as of Q2 2026.

Atom Investors held 17,462 shares of Essential Properties Realty Trust worth $521K as of Q2 2026.
Essential Properties Realty Trust was a new Atom Investors position in Q2 2026.
Essential Properties Realty Trust made up 0.05% of Atom Investors's portfolio in Q2 2026, its #552 holding.
Atom Investors first reported a position in Essential Properties Realty Trust in Q3 2020 and has held it in 7 quarters since.
Atom Investors's Essential Properties Realty Trust position peaked at $1.18M in Q3 2025.
379 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.