Mercer Global Advisors’s Essential Properties Realty Trust EPRT Stock Holding History

Mercer Global 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
2026 Q2	$866K	Buy	29,021 +3,126	+12%	+$97.1K	﹤0.01%	1857
2026 Q1	$786K	Sell	25,895 -59	-0.2%	-$1.87K	﹤0.01%	1692
2025 Q4	$770K	Buy	25,954 +1,962	+8%	+$59.8K	﹤0.01%	1599
2025 Q3	$714K	Sell	23,992 -12,742	-35%	-$390K	﹤0.01%	1539
2025 Q2	$1.17M	Sell	36,734 -2,272	-6%	-$72.6K	﹤0.01%	1130
2025 Q1	$1.27M	Buy	39,006 +4,615	+13%	+$147K	﹤0.01%	1013
2024 Q4	$1.08M	Buy	+34,391	New	+$1.13M	﹤0.01%	1081
2024 Q1	–	Sell	-17,463	Closed	-$446K	–	2058
2023 Q4	$446K	Buy	17,463 +4,939	+39%	+$115K	﹤0.01%	1387
2023 Q3	$271K	Buy	+12,524	New	+$299K	﹤0.01%	1596
2021 Q3	–	Sell	-12,787	Closed	-$346K	–	1772
2021 Q2	$346K	Buy	+12,787	New	+$332K	﹤0.01%	1322

Other funds holding EPRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Mercer Global Advisors's EPRT Position: Q2 2026 in Review

Mercer Global Advisors increased its Essential Properties Realty Trust (EPRT) stake by 12% in Q2 2026, buying an estimated $97.1K and bringing the position to 29,021 shares worth $866K. The position accounts for ﹤0.01% of the portfolio, ranked #1857.

Mercer Global Advisors first reported a position in EPRT in Q2 2021 and has held it in 10 quarters since. The position peaked at $1.27M in Q1 2025. 379 funds tracked by Wall St. Rank hold EPRT as of Q2 2026.

Mercer Global Advisors held 29,021 shares of Essential Properties Realty Trust worth $866K as of Q2 2026.
Mercer Global Advisors bought 3,126 Essential Properties Realty Trust shares in Q2 2026, an estimated $97.1K.
Essential Properties Realty Trust made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1857 holding.
Mercer Global Advisors first reported a position in Essential Properties Realty Trust in Q2 2021 and has held it in 10 quarters since.
Mercer Global Advisors's Essential Properties Realty Trust position peaked at $1.27M in Q1 2025.
379 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.