Cerity Partners’s Essential Properties Realty Trust EPRT Stock Holding History

Cerity Partners’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	$385K	Buy	12,907 +2,198	+21%	+$68.3K	﹤0.01%	2613
2026 Q1	$325K	Buy	+10,709	New	+$339K	﹤0.01%	2557
2025 Q3	–	Sell	-8,980	Closed	-$287K	–	2789
2025 Q2	$287K	Sell	8,980 -1,129	-11%	-$36.1K	﹤0.01%	2173
2025 Q1	$330K	Sell	10,109 -7,756	-43%	-$246K	﹤0.01%	1975
2024 Q4	$575K	Buy	17,865 +6,168	+53%	+$202K	﹤0.01%	1681
2024 Q3	$399K	Buy	11,697 +4,289	+58%	+$133K	﹤0.01%	1898
2024 Q2	$205K	Buy	+7,408	New	+$198K	﹤0.01%	2019
2023 Q2	–	Sell	-1,915	Closed	-$892K	–	1741
2023 Q1	$892K	Buy	+1,915	New	+$47.2K	﹤0.01%	1029

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 $3.38T AUM 44.17% 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

Cerity Partners's EPRT Position: Q2 2026 in Review

Cerity Partners increased its Essential Properties Realty Trust (EPRT) stake by 21% in Q2 2026, buying an estimated $68.3K and bringing the position to 12,907 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #2613.

Cerity Partners first reported a position in EPRT in Q1 2023 and has held it in 8 quarters since. The position peaked at $892K in Q1 2023. 380 funds tracked by Wall St. Rank hold EPRT as of Q2 2026.

Cerity Partners held 12,907 shares of Essential Properties Realty Trust worth $385K as of Q2 2026.
Cerity Partners bought 2,198 Essential Properties Realty Trust shares in Q2 2026, an estimated $68.3K.
Essential Properties Realty Trust made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2613 holding.
Cerity Partners first reported a position in Essential Properties Realty Trust in Q1 2023 and has held it in 8 quarters since.
Cerity Partners's Essential Properties Realty Trust position peaked at $892K in Q1 2023.
380 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.