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KFI
Key Financial Inc’s
Essential Properties Realty Trust
EPRT
Stock Holding History
Key Financial Inc’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
Q1
$4.62K
Hold
152
–
–
﹤0.01%
1047
2025
Q4
$4.51K
Hold
152
–
–
﹤0.01%
1052
2025
Q3
$4.55K
Hold
152
–
–
﹤0.01%
1059
2025
Q2
$4.85K
Hold
152
–
–
﹤0.01%
1039
2025
Q1
$4.96K
Hold
152
–
–
﹤0.01%
999
2024
Q4
$4.75K
Hold
152
–
–
﹤0.01%
1009
2024
Q3
$5.19K
Hold
152
–
–
﹤0.01%
966
2024
Q2
$4.21K
Hold
152
–
–
﹤0.01%
998
2024
Q1
$4.05K
Hold
152
–
–
﹤0.01%
1000
2023
Q4
$3.88K
Hold
152
–
–
﹤0.01%
1002
2023
Q3
$3.29K
Hold
152
–
–
﹤0.01%
1040
2023
Q2
$3.58K
Buy
+152
New
+$3.7K
﹤0.01%
1058
Other funds holding EPRT
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$5.7T AUM
30.48%
1-Year Est. Return
Cohen & Steers
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$57.6B AUM
8.03%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Daiwa Securities Group
Tokyo, Japan
$34.6B AUM
20.7%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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