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Pinnacle Wealth Planning Services’s Essential Properties Realty Trust EPRT Stock Holding History

Pinnacle Wealth Planning Services’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 		$107K Buy
3,597
+226
+7% +$7.02K 0.01% 831
2026
Q1 		$102K Buy
3,371
+16
+0.5% +$507 0.01% 787
2025
Q4 		$99.5K Buy
+3,355
New +$102K 0.01% 794
2021
Q1 		– Sell
-77
Closed -$2K – 846
2020
Q4 		$2K Buy
+77
New +$1.51K ﹤0.01% 1924

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

Pinnacle Wealth Planning Services's EPRT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Essential Properties Realty Trust (EPRT) stake by 6.7% in Q2 2026, buying an estimated $7.02K and bringing the position to 3,597 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #831.

Pinnacle Wealth Planning Services first reported a position in EPRT in Q4 2020 and has held it in 4 quarters since. 380 funds tracked by Wall St. Rank hold EPRT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,597 shares of Essential Properties Realty Trust worth $107K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 226 Essential Properties Realty Trust shares in Q2 2026, an estimated $7.02K.
  • Essential Properties Realty Trust made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #831 holding.
  • Pinnacle Wealth Planning Services first reported a position in Essential Properties Realty Trust in Q4 2020 and has held it in 4 quarters since.
  • 380 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.