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Moran Wealth Management’s Essential Properties Realty Trust EPRT Stock Holding History

Moran Wealth Management’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 		$1.06M Sell
35,444
-262
-0.7% -$8.14K 0.03% 382
2026
Q1 		$1.08M Sell
35,706
-16,610
-32% -$526K 0.03% 358
2025
Q4 		$1.55M Sell
52,316
-1,533
-3% -$46.7K 0.05% 312
2025
Q3 		$1.6M Sell
53,849
-581
-1% -$17.8K 0.05% 297
2025
Q2 		$1.74M Sell
54,430
-617
-1% -$19.7K 0.05% 292
2025
Q1 		$1.8M Sell
55,047
-678
-1% -$21.5K 0.06% 274
2024
Q4 		$1.74M Sell
55,725
-4,689
-8% -$154K 0.06% 261
2024
Q3 		$2.06M Buy
60,414
+135
+0.2% +$4.17K 0.06% 256
2024
Q2 		$1.67M Sell
60,279
-1,753
-3% -$46.7K 0.06% 256
2024
Q1 		$1.65M Sell
62,032
-1,291
-2% -$32.4K 0.05% 261
2023
Q4 		$1.62M Buy
+63,323
New +$1.47M 0.06% 263
2023
Q3 		– Sell
-13,644
Closed -$321K – 380
2023
Q2 		$321K Buy
+13,644
New +$332K 0.01% 337

Other funds holding EPRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Moran Wealth Management's EPRT Position: Q2 2026 in Review

Moran Wealth Management reduced its Essential Properties Realty Trust (EPRT) stake by 0.73% in Q2 2026, selling an estimated $8.14K and leaving 35,444 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #382.

Moran Wealth Management first reported a position in EPRT in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.06M in Q3 2024. 378 funds tracked by Wall St. Rank hold EPRT as of Q2 2026.

  • Moran Wealth Management held 35,444 shares of Essential Properties Realty Trust worth $1.06M as of Q2 2026.
  • Moran Wealth Management sold 262 Essential Properties Realty Trust shares in Q2 2026, an estimated $8.14K.
  • Essential Properties Realty Trust made up 0.03% of Moran Wealth Management's portfolio in Q2 2026, its #382 holding.
  • Moran Wealth Management first reported a position in Essential Properties Realty Trust in Q2 2023 and has held it in 12 quarters since.
  • Moran Wealth Management's Essential Properties Realty Trust position peaked at $2.06M in Q3 2024.
  • 378 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.