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JFS Wealth Advisors’s Essential Properties Realty Trust EPRT Stock Holding History

JFS Wealth 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 		$1.09K Buy
+36
New +$1.12K ﹤0.01% 1784

Other funds holding EPRT

Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

JFS Wealth Advisors's EPRT Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Essential Properties Realty Trust (EPRT) in Q2 2026: 36 shares worth $1.09K. The stake represents ﹤0.01% of the portfolio and ranks #1784 among its holdings.

71 funds tracked by Wall St. Rank hold EPRT as of Q2 2026.

  • JFS Wealth Advisors held 36 shares of Essential Properties Realty Trust worth $1.09K as of Q2 2026.
  • Essential Properties Realty Trust was a new JFS Wealth Advisors position in Q2 2026.
  • Essential Properties Realty Trust made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1784 holding.
  • 71 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.