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Farther Finance Advisors’s Essential Properties Realty Trust EPRT Stock Holding History

Farther Finance 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
2026
Q3 		$52.6K Buy
2,037
+154
+8% +$4.64K ﹤0.01% 3378
2026
Q2 		$56.2K Sell
1,883
-244
-11% -$7.58K ﹤0.01% 3160
2026
Q1 		$65.1K Buy
2,127
+244
+13% +$7.73K ﹤0.01% 2813
2025
Q4 		$55.9K Buy
1,883
+539
+40% +$16.4K ﹤0.01% 2744
2025
Q3 		$40K Buy
1,344
+212
+19% +$6.49K ﹤0.01% 2577
2025
Q2 		$36.1K Sell
1,132
-5
-0.4% -$160 ﹤0.01% 2308
2025
Q1 		$36.9K Sell
1,137
-2,480
-69% -$78.7K ﹤0.01% 2060
2024
Q4 		$113K Buy
3,617
+2,480
+218% +$81.3K ﹤0.01% 1254
2024
Q3 		$38.8K Buy
1,137
+12
+1% +$371 ﹤0.01% 1781
2024
Q2 		$30.9K Hold
1,125
– – ﹤0.01% 1603
2024
Q1 		$29.5K Buy
1,125
+5
+0.4% +$125 ﹤0.01% 1373
2023
Q4 		$28.6K Buy
1,120
+11
+1% +$255 ﹤0.01% 1227
2023
Q3 		$24K Hold
1,109
– – ﹤0.01% 1037
2023
Q2 		$26.1K Hold
1,109
– – 0.01% 908
2023
Q1 		$27.6K Buy
1,109
+1,100
+12,222% +$27.1K 0.01% 800
2022
Q4 		$211 Buy
+9
New +$196 ﹤0.01% 2033

Other funds holding EPRT

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Farther Finance Advisors's EPRT Position: Q3 2026 in Review

Farther Finance Advisors increased its Essential Properties Realty Trust (EPRT) stake by 8.2% in Q3 2026, buying an estimated $4.64K and bringing the position to 2,037 shares worth $52.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3378.

Farther Finance Advisors first reported a position in EPRT in Q4 2022 and has held it in 16 quarters since. The position peaked at $113K in Q4 2024. 10 funds tracked by Wall St. Rank hold EPRT as of Q3 2026.

  • Farther Finance Advisors held 2,037 shares of Essential Properties Realty Trust worth $52.6K as of Q3 2026.
  • Farther Finance Advisors bought 154 Essential Properties Realty Trust shares in Q3 2026, an estimated $4.64K.
  • Essential Properties Realty Trust made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3378 holding.
  • Farther Finance Advisors first reported a position in Essential Properties Realty Trust in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Essential Properties Realty Trust position peaked at $113K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.