Plante Moran Financial Advisors’s Essential Properties Realty Trust EPRT Stock Holding History

Plante Moran Financial 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	$1.01K	Buy	+34	New	+$1.06K	﹤0.01%	899

Other funds holding EPRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Plante Moran Financial Advisors's EPRT Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Essential Properties Realty Trust (EPRT) in Q2 2026: 34 shares worth $1.01K. The stake represents ﹤0.01% of the portfolio and ranks #899 among its holdings.

378 funds tracked by Wall St. Rank hold EPRT as of Q2 2026.

Plante Moran Financial Advisors held 34 shares of Essential Properties Realty Trust worth $1.01K as of Q2 2026.
Essential Properties Realty Trust was a new Plante Moran Financial Advisors position in Q2 2026.
Essential Properties Realty Trust made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #899 holding.
378 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.