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

JPL 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
Q2 		$1.61K Hold
54
– – ﹤0.01% 1144
2026
Q1 		$1.64K Buy
+54
New +$1.71K ﹤0.01% 1037
2025
Q4 		– Sell
-54
Closed -$1.61K – 423
2025
Q3 		$1.61K Buy
+54
New +$1.65K ﹤0.01% 908

Other funds holding EPRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

JPL Wealth Management's EPRT Position: Q2 2026 in Review

JPL Wealth Management held its Essential Properties Realty Trust (EPRT) position steady in Q2 2026 at 54 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

JPL Wealth Management first reported a position in EPRT in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.64K in Q1 2026. 380 funds tracked by Wall St. Rank hold EPRT as of Q2 2026.

  • JPL Wealth Management held 54 shares of Essential Properties Realty Trust worth $1.61K as of Q2 2026.
  • JPL Wealth Management left its Essential Properties Realty Trust share count unchanged in Q2 2026.
  • Essential Properties Realty Trust made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1144 holding.
  • JPL Wealth Management first reported a position in Essential Properties Realty Trust in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Essential Properties Realty Trust position peaked at $1.64K in Q1 2026.
  • 380 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.