Envestnet Portfolio Solutions
EPRT icon

Envestnet Portfolio Solutions’s Essential Properties Realty Trust EPRT Stock Holding History

Envestnet Portfolio Solutions’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 		$261K Buy
8,748
+1,187
+16% +$36.9K ﹤0.01% 1252
2026
Q1 		$230K Buy
+7,561
New +$240K ﹤0.01% 1223

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's EPRT Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Essential Properties Realty Trust (EPRT) stake by 16% in Q2 2026, buying an estimated $36.9K and bringing the position to 8,748 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

Envestnet Portfolio Solutions first reported a position in EPRT in Q1 2026 and has held it in 2 quarters since. 380 funds tracked by Wall St. Rank hold EPRT as of Q2 2026.

  • Envestnet Portfolio Solutions held 8,748 shares of Essential Properties Realty Trust worth $261K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 1,187 Essential Properties Realty Trust shares in Q2 2026, an estimated $36.9K.
  • Essential Properties Realty Trust made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1252 holding.
  • Envestnet Portfolio Solutions first reported a position in Essential Properties Realty Trust in Q1 2026 and has held it in 2 quarters since.
  • 380 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.