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Northwestern Mutual Wealth Management’s
Essential Properties Realty Trust
EPRT
Stock Holding History
Northwestern Mutual 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
Q1
$10.7K
Buy
351
+7
+2%
+$222
﹤0.01%
3044
2025
Q4
$10.2K
Sell
344
-5
-1%
-$152
﹤0.01%
2982
2025
Q3
$10.4K
Buy
349
+9
+3%
+$275
﹤0.01%
2892
2025
Q2
$10.8K
Sell
340
-116
-25%
-$3.71K
﹤0.01%
2776
2025
Q1
$14.9K
Hold
456
–
–
﹤0.01%
2610
2024
Q4
$14.3K
Buy
456
+116
+34%
+$3.8K
﹤0.01%
2619
2024
Q3
$11.6K
Buy
+340
New
+$10.5K
﹤0.01%
2634
2023
Q1
–
Sell
-1,000
Closed
-$23.5K
–
3426
2022
Q4
$23.5K
Buy
+1,000
New
+$21.8K
﹤0.01%
2197
2021
Q4
–
Sell
-23
Closed
-$1K
–
3194
2021
Q3
$1K
Sell
23
-7
-23%
-$208
﹤0.01%
2916
2021
Q2
$1K
Sell
30
-8
-21%
-$208
﹤0.01%
2878
2021
Q1
$1K
Buy
+38
New
+$850
﹤0.01%
2673
2020
Q4
–
Sell
-70
Closed
-$1K
–
2735
2020
Q3
$1K
Buy
+70
New
+$1.19K
﹤0.01%
2437
Other funds holding EPRT
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Cohen & Steers
New York
$57.6B AUM
8.03%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
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
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Daiwa Securities Group
Tokyo, Japan
$34.6B AUM
20.7%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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