CIBC Private Wealth Group
EPRT icon

CIBC Private Wealth Group’s Essential Properties Realty Trust EPRT Stock Holding History

CIBC Private Wealth Group’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
Q4 		$6.26K Buy
211
+125
+145% +$3.81K ﹤0.01% 2571
2025
Q3 		$2.56K Sell
86
-2,012
-96% -$61.6K ﹤0.01% 2694
2025
Q2 		$66.9K Buy
2,098
+42
+2% +$1.34K ﹤0.01% 1551
2025
Q1 		$58.5K Buy
2,056
+56
+3% +$1.78K ﹤0.01% 1578
2024
Q4 		$63.2K Hold
2,000
– – ﹤0.01% 1600
2024
Q3 		$68.3K Hold
2,000
– – ﹤0.01% 1657
2024
Q2 		$56.6K Hold
2,000
– – ﹤0.01% 1630
2024
Q1 		$52.4K Buy
+2,000
New +$50.1K ﹤0.01% 1660

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

CIBC Private Wealth Group's EPRT Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Essential Properties Realty Trust (EPRT) stake by 145% in Q4 2025, buying an estimated $3.81K and bringing the position to 211 shares worth $6.26K. The position accounts for ﹤0.01% of the portfolio, ranked #2571.

CIBC Private Wealth Group first reported a position in EPRT in Q1 2024 and has held it in 8 quarters since. The position peaked at $68.3K in Q3 2024. 357 funds tracked by Wall St. Rank hold EPRT as of Q4 2025.

  • CIBC Private Wealth Group held 211 shares of Essential Properties Realty Trust worth $6.26K as of Q4 2025.
  • CIBC Private Wealth Group bought 125 Essential Properties Realty Trust shares in Q4 2025, an estimated $3.81K.
  • Essential Properties Realty Trust made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2571 holding.
  • CIBC Private Wealth Group first reported a position in Essential Properties Realty Trust in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's Essential Properties Realty Trust position peaked at $68.3K in Q3 2024.
  • 357 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.