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

HighTower 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 Q1	$605K	Buy	19,923 +1,652	+9%	+$52.3K	﹤0.01%	2564
2025 Q4	$542K	Sell	18,271 -75,347	-80%	-$2.3M	﹤0.01%	2549
2025 Q3	$2.79M	Buy	93,618 +17,104	+22%	+$523K	﹤0.01%	1454
2025 Q2	$2.44M	Buy	76,514 +53,045	+226%	+$1.69M	﹤0.01%	1454
2025 Q1	$766K	Buy	23,469 +9,976	+74%	+$317K	﹤0.01%	2145
2024 Q4	$422K	Sell	13,493 -8	-0.1%	-$262	﹤0.01%	2611
2024 Q3	$473K	Sell	13,501 -4,322	-24%	-$134K	﹤0.01%	2430
2024 Q2	$498K	Buy	+17,823	New	+$475K	﹤0.01%	2323
2019 Q4	–	Sell	-28,654	Closed	-$657K	–	2425
2019 Q3	$657K	Buy	+28,654	New	+$617K	﹤0.01%	1374

Other funds holding EPRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

HighTower Advisors's EPRT Position: Q1 2026 in Review

HighTower Advisors increased its Essential Properties Realty Trust (EPRT) stake by 9% in Q1 2026, buying an estimated $52.3K and bringing the position to 19,923 shares worth $605K. The position accounts for ﹤0.01% of the portfolio, ranked #2564.

HighTower Advisors first reported a position in EPRT in Q3 2019 and has held it in 9 quarters since. The position peaked at $2.79M in Q3 2025. 379 funds tracked by Wall St. Rank hold EPRT as of Q1 2026.

HighTower Advisors held 19,923 shares of Essential Properties Realty Trust worth $605K as of Q1 2026.
HighTower Advisors bought 1,652 Essential Properties Realty Trust shares in Q1 2026, an estimated $52.3K.
Essential Properties Realty Trust made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2564 holding.
HighTower Advisors first reported a position in Essential Properties Realty Trust in Q3 2019 and has held it in 9 quarters since.
HighTower Advisors's Essential Properties Realty Trust position peaked at $2.79M in Q3 2025.
379 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.