Principal Financial Group’s Essential Properties Realty Trust EPRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $82.5M | Sell |
2,764,279
-7,619
| -0.3% | -$237K | 0.04% | 357 |
|
|
2026
Q1 | $84.2M | Buy |
2,771,898
+103,311
| +4% | +$3.27M | 0.04% | 331 |
|
|
2025
Q4 | $79.2M | Sell |
2,668,587
-24,271
| -0.9% | -$740K | 0.04% | 338 |
|
|
2025
Q3 | $80.1M | Sell |
2,692,858
-268,686
| -9% | -$8.22M | 0.04% | 337 |
|
|
2025
Q2 | $94.5M | Sell |
2,961,544
-73,652
| -2% | -$2.35M | 0.05% | 294 |
|
|
2025
Q1 | $99.1M | Buy |
3,035,196
+86,244
| +3% | +$2.74M | 0.06% | 275 |
|
|
2024
Q4 | $92.2M | Buy |
2,948,952
+171,034
| +6% | +$5.61M | 0.05% | 306 |
|
|
2024
Q3 | $94.9M | Buy |
2,777,918
+123,077
| +5% | +$3.8M | 0.05% | 300 |
|
|
2024
Q2 | $73.6M | Sell |
2,654,841
-42,238
| -2% | -$1.13M | 0.04% | 343 |
|
|
2024
Q1 | $71.9M | Buy |
2,697,079
+187,256
| +7% | +$4.69M | 0.04% | 362 |
|
|
2023
Q4 | $64.2M | Sell |
2,509,823
-47,462
| -2% | -$1.1M | 0.04% | 364 |
|
|
2023
Q3 | $55.3M | Sell |
2,557,285
-34,893
| -1% | -$832K | 0.04% | 378 |
|
|
2023
Q2 | $61M | Sell |
2,592,178
-43,834
| -2% | -$1.07M | 0.04% | 361 |
|
|
2023
Q1 | $65.5M | Buy |
2,636,012
+1,715,238
| +186% | +$42.3M | 0.05% | 338 |
|
|
2022
Q4 | $21.6M | Buy |
920,774
+11,276
| +1% | +$246K | 0.02% | 775 |
|
|
2022
Q3 | $17.7M | Sell |
909,498
-7,804
| -0.9% | -$178K | 0.01% | 846 |
|
|
2022
Q2 | $19.7M | Sell |
917,302
-65,590
| -7% | -$1.53M | 0.01% | 823 |
|
|
2022
Q1 | $24.9M | Sell |
982,892
-58,615
| -6% | -$1.51M | 0.02% | 778 |
|
|
2021
Q4 | $30M | Sell |
1,041,507
-74,175
| -7% | -$2.12M | 0.02% | 671 |
|
|
2021
Q3 | $31.1M | Sell |
1,115,682
-28,722
| -3% | -$855K | 0.02% | 639 |
|
|
2021
Q2 | $30.9M | Buy |
1,144,404
+156,568
| +16% | +$4.07M | 0.02% | 661 |
|
|
2021
Q1 | $22.6M | Sell |
987,836
-321,899
| -25% | -$7.2M | 0.02% | 816 |
|
|
2020
Q4 | $27.8M | Sell |
1,309,735
-3,476,926
| -73% | -$68.1M | 0.02% | 597 |
|
|
2020
Q3 | $87.7M | Sell |
4,786,661
-2,480,489
| -34% | -$42M | 0.07% | 254 |
|
|
2020
Q2 | $108M | Sell |
7,267,150
-3,561,853
| -33% | -$49M | 0.1% | 219 |
|
|
2020
Q1 | $141M | Buy |
10,829,003
+4,217,034
| +64% | +$97.7M | 0.16% | 163 |
|
|
2019
Q4 | $164M | Buy |
6,611,969
+495,362
| +8% | +$12.5M | 0.14% | 189 |
|
|
2019
Q3 | $140M | Buy |
6,116,607
+4,365,976
| +249% | +$94M | 0.12% | 207 |
|
|
2019
Q2 | $35.1M | Sell |
1,750,631
-79,340
| -4% | -$1.62M | 0.03% | 489 |
|
|
2019
Q1 | $35.7M | Buy |
1,829,971
+596,461
| +48% | +$9.74M | 0.03% | 483 |
|
|
2018
Q4 | $17.1M | Sell |
1,233,510
-1,208,029
| -49% | -$16.8M | 0.02% | 807 |
|
|
2018
Q3 | $34.6M | Buy |
2,441,539
+50,288
| +2% | +$707K | 0.03% | 544 |
|
|
2018
Q2 | $32.4M | Buy |
+2,391,251
| New | +$32.6M | 0.03% | 550 |
|
Other funds holding EPRT
Principal Financial Group's EPRT Position: Q2 2026 in Review
Principal Financial Group reduced its Essential Properties Realty Trust (EPRT) stake by 0.27% in Q2 2026, selling an estimated $237K and leaving 2,764,279 shares worth $82.5M. The position accounts for 0.04% of the portfolio, ranked #357.
Principal Financial Group first reported a position in EPRT in Q2 2018 and has held it in 33 quarters since. The position peaked at $164M in Q4 2019. 380 funds tracked by Wall St. Rank hold EPRT as of Q2 2026.
- Principal Financial Group held 2,764,279 shares of Essential Properties Realty Trust worth $82.5M as of Q2 2026.
- Principal Financial Group sold 7,619 Essential Properties Realty Trust shares in Q2 2026, an estimated $237K.
- Essential Properties Realty Trust made up 0.04% of Principal Financial Group's portfolio in Q2 2026, its #357 holding.
- Principal Financial Group first reported a position in Essential Properties Realty Trust in Q2 2018 and has held it in 33 quarters since.
- Principal Financial Group's Essential Properties Realty Trust position peaked at $164M in Q4 2019.
- 380 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q2 2026.
Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.