Next Level Wealth Planning’s Essential Properties Realty Trust EPRT Stock Holding History

Next Level 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	$6.91K	Buy	+268	New	+$8.08K	﹤0.01%	364

Other funds holding EPRT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Next Level Wealth Planning's EPRT Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Essential Properties Realty Trust (EPRT) in Q3 2026: 268 shares worth $6.91K. The stake represents ﹤0.01% of the portfolio and ranks #364 among its holdings.

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

Next Level Wealth Planning held 268 shares of Essential Properties Realty Trust worth $6.91K as of Q3 2026.
Essential Properties Realty Trust was a new Next Level Wealth Planning position in Q3 2026.
Essential Properties Realty Trust made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #364 holding.
145 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.