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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Cornerstone Planning Group's EPRT Position: Q2 2026 in Review

Cornerstone Planning Group increased its Essential Properties Realty Trust (EPRT) stake by 17% in Q2 2026, buying an estimated $621 and bringing the position to 141 shares worth $4.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

Cornerstone Planning Group first reported a position in EPRT in Q3 2024 and has held it in 7 quarters since. 380 funds tracked by Wall St. Rank hold EPRT as of Q2 2026.

  • Cornerstone Planning Group held 141 shares of Essential Properties Realty Trust worth $4.6K as of Q2 2026.
  • Cornerstone Planning Group bought 20 Essential Properties Realty Trust shares in Q2 2026, an estimated $621.
  • Essential Properties Realty Trust made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1105 holding.
  • Cornerstone Planning Group first reported a position in Essential Properties Realty Trust in Q3 2024 and has held it in 7 quarters since.
  • 380 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.