Keating Financial Advisory Services’s Essential Properties Realty Trust EPRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.55K Sell
253
-114
-31% -$3.54K ﹤0.01% 1358
2026
Q1
$11.1K Buy
367
+106
+41% +$3.36K ﹤0.01% 1096
2025
Q4
$7.74K Buy
+261
New +$7.96K ﹤0.01% 1166

Other funds holding EPRT

Keating Financial Advisory Services's EPRT Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its Essential Properties Realty Trust (EPRT) stake by 31% in Q2 2026, selling an estimated $3.54K and leaving 253 shares worth $7.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1358.

Keating Financial Advisory Services first reported a position in EPRT in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.1K in Q1 2026. 378 funds tracked by Wall St. Rank hold EPRT as of Q2 2026.

  • Keating Financial Advisory Services held 253 shares of Essential Properties Realty Trust worth $7.55K as of Q2 2026.
  • Keating Financial Advisory Services sold 114 Essential Properties Realty Trust shares in Q2 2026, an estimated $3.54K.
  • Essential Properties Realty Trust made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1358 holding.
  • Keating Financial Advisory Services first reported a position in Essential Properties Realty Trust in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's Essential Properties Realty Trust position peaked at $11.1K in Q1 2026.
  • 378 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.