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FLP Wealth Management’s Essential Properties Realty Trust EPRT Stock Holding History

FLP Wealth Management’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
Q1 		– Sell
-1,102
Closed -$34.5K – 174
2024
Q4 		$34.5K Buy
+1,102
New +$36.1K 0.09% 128

Other funds holding EPRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FLP Wealth Management's EPRT Position: Q1 2025 in Review

FLP Wealth Management sold out of Essential Properties Realty Trust (EPRT) in Q1 2025, closing a stake of 1,102 shares — an estimated $34.5K sold.

FLP Wealth Management first reported a position in EPRT in Q4 2024 and held it in 1 quarter. The position peaked at $34.5K in Q4 2024. 355 funds tracked by Wall St. Rank hold EPRT as of Q1 2025.

  • FLP Wealth Management reported no remaining Essential Properties Realty Trust position as of Q1 2025 after selling out during the quarter.
  • FLP Wealth Management sold 1,102 Essential Properties Realty Trust shares in Q1 2025, an estimated $34.5K.
  • FLP Wealth Management first reported a position in Essential Properties Realty Trust in Q4 2024 and held it in 1 quarter.
  • FLP Wealth Management's Essential Properties Realty Trust position peaked at $34.5K in Q4 2024.
  • 355 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.