Physician Wealth Advisors’s Essential Properties Realty Trust EPRT Stock Holding History

Physician Wealth 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	$359	Sell	12 -90	-88%	-$2.8K	﹤0.01%	2278
2026 Q1	$3.1K	Buy	102 +44	+76%	+$1.39K	﹤0.01%	1169
2025 Q4	$1.72K	Buy	+58	New	+$1.77K	﹤0.01%	1357
2025 Q3	–	Sell	-50	Closed	-$1.6K	–	1950
2025 Q2	$1.6K	Buy	+50	New	+$1.6K	﹤0.01%	1144

Other funds holding EPRT

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

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

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Physician Wealth Advisors's EPRT Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Essential Properties Realty Trust (EPRT) stake by 88% in Q2 2026, selling an estimated $2.8K and leaving 12 shares worth $359. The position accounts for ﹤0.01% of the portfolio, ranked #2278.

Physician Wealth Advisors first reported a position in EPRT in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.1K in Q1 2026. 106 funds tracked by Wall St. Rank hold EPRT as of Q2 2026.

Physician Wealth Advisors held 12 shares of Essential Properties Realty Trust worth $359 as of Q2 2026.
Physician Wealth Advisors sold 90 Essential Properties Realty Trust shares in Q2 2026, an estimated $2.8K.
Essential Properties Realty Trust made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2278 holding.
Physician Wealth Advisors first reported a position in Essential Properties Realty Trust in Q2 2025 and has held it in 4 quarters since.
Physician Wealth Advisors's Essential Properties Realty Trust position peaked at $3.1K in Q1 2026.
106 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.