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 Q2	$432K	Sell	14,479 -5,444	-27%	-$169K	﹤0.01%	2874
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 $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

HighTower Advisors's EPRT Position: Q2 2026 in Review

HighTower Advisors reduced its Essential Properties Realty Trust (EPRT) stake by 27% in Q2 2026, selling an estimated $169K and leaving 14,479 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #2874.

HighTower Advisors first reported a position in EPRT in Q3 2019 and has held it in 10 quarters since. The position peaked at $2.79M in Q3 2025. 379 funds tracked by Wall St. Rank hold EPRT as of Q2 2026.

HighTower Advisors held 14,479 shares of Essential Properties Realty Trust worth $432K as of Q2 2026.
HighTower Advisors sold 5,444 Essential Properties Realty Trust shares in Q2 2026, an estimated $169K.
Essential Properties Realty Trust made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2874 holding.
HighTower Advisors first reported a position in Essential Properties Realty Trust in Q3 2019 and has held it in 10 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 Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.