LFA
EPRT icon

LGT Financial Advisors’s Essential Properties Realty Trust EPRT Stock Holding History

LGT Financial 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
Q1 		– Sell
-313
Closed -$9.79K – 436
2024
Q4 		$9.79K Hold
313
– – 0.02% 438
2024
Q3 		$10.7K Hold
313
– – 0.03% 406
2024
Q2 		$8.67K Hold
313
– – 0.02% 505
2024
Q1 		$8.35K Hold
313
– – 0.01% 526
2023
Q4 		$8K Hold
313
– – 0.01% 530
2023
Q3 		$6.77K Buy
+313
New +$7.46K 0.01% 557

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LGT Financial Advisors's EPRT Position: Q1 2025 in Review

LGT Financial Advisors sold out of Essential Properties Realty Trust (EPRT) in Q1 2025, closing a stake of 313 shares — an estimated $9.79K sold.

LGT Financial Advisors first reported a position in EPRT in Q3 2023 and held it in 6 quarters. The position peaked at $10.7K in Q3 2024. 355 funds tracked by Wall St. Rank hold EPRT as of Q1 2025.

  • LGT Financial Advisors reported no remaining Essential Properties Realty Trust position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 313 Essential Properties Realty Trust shares in Q1 2025, an estimated $9.79K.
  • LGT Financial Advisors first reported a position in Essential Properties Realty Trust in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Essential Properties Realty Trust position peaked at $10.7K in Q3 2024.
  • 355 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.