Lido Advisors
EPRT icon

Lido Advisors’s Essential Properties Realty Trust EPRT Stock Holding History

Lido 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
2024
Q4 		– Sell
-700
Closed -$119K – 1525
2024
Q3 		$119K Buy
+700
New +$21.6K ﹤0.01% 1389

Other funds holding EPRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Lido Advisors's EPRT Position: Q1 2026 in Review

Lido Advisors increased its Essential Properties Realty Trust (EPRT) stake by 17% in Q1 2026, buying an estimated $53.4K and bringing the position to 11,398 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #1488.

Lido Advisors first reported a position in EPRT in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.19M in Q3 2024. 379 funds tracked by Wall St. Rank hold EPRT as of Q1 2026.

  • Lido Advisors held 11,398 shares of Essential Properties Realty Trust worth $350K as of Q1 2026.
  • Lido Advisors bought 1,684 Essential Properties Realty Trust shares in Q1 2026, an estimated $53.4K.
  • Essential Properties Realty Trust made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1488 holding.
  • Lido Advisors first reported a position in Essential Properties Realty Trust in Q4 2023 and has held it in 10 quarters since.
  • Lido Advisors's Essential Properties Realty Trust position peaked at $6.19M in Q3 2024.
  • 379 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.