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Atwood & Palmer’s Essential Properties Realty Trust EPRT Stock Holding History

Atwood & Palmer’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
Q3 		– Sell
-375
Closed -$12K – 502
2025
Q2 		$12K Buy
+375
New +$12K ﹤0.01% 372

Other funds holding EPRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Atwood & Palmer's EPRT Position: Q3 2025 in Review

Atwood & Palmer sold out of Essential Properties Realty Trust (EPRT) in Q3 2025, closing a stake of 375 shares — an estimated $12K sold.

Atwood & Palmer first reported a position in EPRT in Q2 2025 and held it in 1 quarter. The position peaked at $12K in Q2 2025. 344 funds tracked by Wall St. Rank hold EPRT as of Q3 2025.

  • Atwood & Palmer reported no remaining Essential Properties Realty Trust position as of Q3 2025 after selling out during the quarter.
  • Atwood & Palmer sold 375 Essential Properties Realty Trust shares in Q3 2025, an estimated $12K.
  • Atwood & Palmer first reported a position in Essential Properties Realty Trust in Q2 2025 and held it in 1 quarter.
  • Atwood & Palmer's Essential Properties Realty Trust position peaked at $12K in Q2 2025.
  • 344 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q3 2025.

Based on Atwood & Palmer's 13F filing for Q3 2025, filed 15 Oct 2025.