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

IFP 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
2025
Q2 		– Sell
-270
Closed -$8.62K – 2619
2025
Q1 		$8.81K Hold
270
– – ﹤0.01% 2621
2024
Q4 		$8.45K Hold
270
– – ﹤0.01% 2592
2024
Q3 		$9.22K Buy
+270
New +$8.34K ﹤0.01% 2457
2023
Q4 		– Sell
-12
Closed -$260 – 3130
2023
Q3 		$260 Hold
12
– – ﹤0.01% 3167
2023
Q2 		$282 Hold
12
– – ﹤0.01% 3277
2023
Q1 		$164 Sell
12
-828
-99% -$20.4K ﹤0.01% 3285
2022
Q4 		$12K Buy
840
+12
+1% +$261 ﹤0.01% 3256
2022
Q3 		$11K Buy
+828
New +$18.9K ﹤0.01% 3567

Other funds holding EPRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IFP Advisors's EPRT Position: Q2 2025 in Review

IFP Advisors sold out of Essential Properties Realty Trust (EPRT) in Q2 2025, closing a stake of 270 shares — an estimated $8.62K sold.

IFP Advisors first reported a position in EPRT in Q3 2022 and held it in 8 quarters. The position peaked at $12K in Q4 2022. 350 funds tracked by Wall St. Rank hold EPRT as of Q2 2025.

  • IFP Advisors reported no remaining Essential Properties Realty Trust position as of Q2 2025 after selling out during the quarter.
  • IFP Advisors sold 270 Essential Properties Realty Trust shares in Q2 2025, an estimated $8.62K.
  • IFP Advisors first reported a position in Essential Properties Realty Trust in Q3 2022 and held it in 8 quarters.
  • IFP Advisors's Essential Properties Realty Trust position peaked at $12K in Q4 2022.
  • 350 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.