Polaris Capital Management’s Essential Properties Realty Trust EPRT Stock Holding History

Polaris Capital 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 Q2	$2.04M	Buy	68,400 +5,200	+8%	+$162K	0.19%	64
2026 Q1	$1.92M	Buy	63,200 +2,500	+4%	+$79.2K	0.16%	61
2025 Q4	$1.8M	Hold	60,700	–	–	0.15%	58
2025 Q3	$1.81M	Hold	60,700	–	–	0.12%	65
2025 Q2	$1.94M	Hold	60,700	–	–	0.13%	54
2025 Q1	$1.98M	Buy	60,700 +2,500	+4%	+$79.4K	0.11%	50
2024 Q4	$1.82M	Hold	58,200	–	–	0.09%	60
2024 Q3	$1.99M	Buy	+58,200	New	+$1.8M	0.1%	61

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

Polaris Capital Management's EPRT Position: Q2 2026 in Review

Polaris Capital Management increased its Essential Properties Realty Trust (EPRT) stake by 8.2% in Q2 2026, buying an estimated $162K and bringing the position to 68,400 shares worth $2.04M. The position accounts for 0.19% of the portfolio, ranked #64.

Polaris Capital Management first reported a position in EPRT in Q3 2024 and has held it in 8 quarters since. 380 funds tracked by Wall St. Rank hold EPRT as of Q2 2026.

Polaris Capital Management held 68,400 shares of Essential Properties Realty Trust worth $2.04M as of Q2 2026.
Polaris Capital Management bought 5,200 Essential Properties Realty Trust shares in Q2 2026, an estimated $162K.
Essential Properties Realty Trust made up 0.19% of Polaris Capital Management's portfolio in Q2 2026, its #64 holding.
Polaris Capital Management first reported a position in Essential Properties Realty Trust in Q3 2024 and has held it in 8 quarters since.
380 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q2 2026.

Based on Polaris Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.