GWM
EPRT icon

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

Gilpin 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
2026
Q3 		$1.96K Buy
76
+53
+230% +$1.6K ﹤0.01% 607
2026
Q2 		$687 Sell
23
-11
-32% -$342 ﹤0.01% 580
2026
Q1 		$1.03K Buy
34
+28
+467% +$887 ﹤0.01% 472
2025
Q4 		$178 Buy
+6
New +$183 ﹤0.01% 689

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 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

Gilpin Wealth Management's EPRT Position: Q3 2026 in Review

Gilpin Wealth Management increased its Essential Properties Realty Trust (EPRT) stake by 230% in Q3 2026, buying an estimated $1.6K and bringing the position to 76 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

Gilpin Wealth Management first reported a position in EPRT in Q4 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold EPRT as of Q3 2026.

  • Gilpin Wealth Management held 76 shares of Essential Properties Realty Trust worth $1.96K as of Q3 2026.
  • Gilpin Wealth Management bought 53 Essential Properties Realty Trust shares in Q3 2026, an estimated $1.6K.
  • Essential Properties Realty Trust made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #607 holding.
  • Gilpin Wealth Management first reported a position in Essential Properties Realty Trust in Q4 2025 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.