Cornerstone Planning Group
EPRT icon

Cornerstone Planning Group’s Essential Properties Realty Trust EPRT Stock Holding History

Cornerstone Planning 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
2026
Q3 		– Sell
-141
Closed -$4.6K – 628
2026
Q2 		$4.6K Buy
141
+20
+17% +$621 ﹤0.01% 1105
2026
Q1 		$3.74K Buy
121
+48
+66% +$1.52K ﹤0.01% 1163
2025
Q4 		$2.14K Buy
73
+21
+40% +$640 ﹤0.01% 1182
2025
Q3 		$1.55K Buy
52
+1
+2% +$31 ﹤0.01% 1214
2025
Q2 		$1.58K Sell
51
-59
-54% -$1.88K ﹤0.01% 1001
2025
Q1 		$3.53K Buy
+110
New +$3.49K ﹤0.01% 829
2024
Q4 		– Sell
-10
Closed -$323 – 1428
2024
Q3 		$323 Buy
+10
New +$309 ﹤0.01% 1180

Other funds holding EPRT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Pensionfund DSM Netherlands
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Cornerstone Planning Group's EPRT Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Essential Properties Realty Trust (EPRT) in Q3 2026, closing a stake of 141 shares — an estimated $4.6K sold.

Cornerstone Planning Group first reported a position in EPRT in Q3 2024 and held it in 7 quarters. The position peaked at $4.6K in Q2 2026. 45 funds tracked by Wall St. Rank hold EPRT as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Essential Properties Realty Trust position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 141 Essential Properties Realty Trust shares in Q3 2026, an estimated $4.6K.
  • Cornerstone Planning Group first reported a position in Essential Properties Realty Trust in Q3 2024 and held it in 7 quarters.
  • Cornerstone Planning Group's Essential Properties Realty Trust position peaked at $4.6K in Q2 2026.
  • 45 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.