Meriwether Wealth & Planning
EPRT icon

Meriwether Wealth & Planning’s Essential Properties Realty Trust EPRT Stock Holding History

Meriwether Wealth & Planning’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
Q3 		$258 Buy
+10
New +$302 ﹤0.01% 836

Other funds holding EPRT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Pensionfund DSM Netherlands
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Meriwether Wealth & Planning's EPRT Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Essential Properties Realty Trust (EPRT) in Q3 2026: 10 shares worth $258. The stake represents ﹤0.01% of the portfolio and ranks #836 among its holdings.

50 funds tracked by Wall St. Rank hold EPRT as of Q3 2026.

  • Meriwether Wealth & Planning held 10 shares of Essential Properties Realty Trust worth $258 as of Q3 2026.
  • Essential Properties Realty Trust was a new Meriwether Wealth & Planning position in Q3 2026.
  • Essential Properties Realty Trust made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #836 holding.
  • 50 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.