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Crewe Advisors’s Essential Properties Realty Trust EPRT Stock Holding History

Crewe Advisors’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
Q3 		– Sell
-13
Closed -$415 – 991
2025
Q2 		$415 Sell
13
-1
-7% -$32 ﹤0.01% 664
2025
Q1 		$457 Hold
14
– – ﹤0.01% 632
2024
Q4 		$438 Buy
+14
New +$459 ﹤0.01% 569

Other funds holding EPRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Crewe Advisors's EPRT Position: Q3 2025 in Review

Crewe Advisors sold out of Essential Properties Realty Trust (EPRT) in Q3 2025, closing a stake of 13 shares — an estimated $415 sold.

Crewe Advisors first reported a position in EPRT in Q4 2024 and held it in 3 quarters. The position peaked at $457 in Q1 2025. 344 funds tracked by Wall St. Rank hold EPRT as of Q3 2025.

  • Crewe Advisors reported no remaining Essential Properties Realty Trust position as of Q3 2025 after selling out during the quarter.
  • Crewe Advisors sold 13 Essential Properties Realty Trust shares in Q3 2025, an estimated $415.
  • Crewe Advisors first reported a position in Essential Properties Realty Trust in Q4 2024 and held it in 3 quarters.
  • Crewe Advisors's Essential Properties Realty Trust position peaked at $457 in Q1 2025.
  • 344 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q3 2025.

Based on Crewe Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.