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

BCO 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 Q3	$249K	Hold	9,650	–	–	0.13%	37
2026 Q2	$288K	Hold	9,650	–	–	0.16%	37
2026 Q1	$293K	Hold	9,650	–	–	0.18%	28
2025 Q4	$286K	Hold	9,650	–	–	0.18%	30
2025 Q3	$287K	Hold	9,650	–	–	0.19%	29
2025 Q2	$308K	Hold	9,650	–	–	0.22%	27
2025 Q1	$315K	Hold	9,650	–	–	0.25%	25
2024 Q4	$302K	Buy	+9,650	New	+$316K	0.25%	27

Other funds holding EPRT

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

BCO Wealth Management's EPRT Position: Q3 2026 in Review

BCO Wealth Management held its Essential Properties Realty Trust (EPRT) position steady in Q3 2026 at 9,650 shares worth $249K. The position accounts for 0.13% of the portfolio, ranked #37.

BCO Wealth Management first reported a position in EPRT in Q4 2024 and has held it in 8 quarters since. The position peaked at $315K in Q1 2025. 87 funds tracked by Wall St. Rank hold EPRT as of Q3 2026.

BCO Wealth Management held 9,650 shares of Essential Properties Realty Trust worth $249K as of Q3 2026.
BCO Wealth Management left its Essential Properties Realty Trust share count unchanged in Q3 2026.
Essential Properties Realty Trust made up 0.13% of BCO Wealth Management's portfolio in Q3 2026, its #37 holding.
BCO Wealth Management first reported a position in Essential Properties Realty Trust in Q4 2024 and has held it in 8 quarters since.
BCO Wealth Management's Essential Properties Realty Trust position peaked at $315K in Q1 2025.
87 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q3 2026.

Based on BCO Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.