Pursue Wealth Partners’s Essential Properties Realty Trust EPRT Stock Holding History

Pursue Wealth Partners’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	$315K	Hold	10,560	–	–	0.18%	78
2026 Q1	$321K	Hold	10,560	–	–	0.19%	75
2025 Q4	$313K	Hold	10,560	–	–	0.15%	77
2025 Q3	$314K	Hold	10,560	–	–	0.17%	83
2025 Q2	$337K	Hold	10,560	–	–	0.19%	79
2025 Q1	$345K	Hold	10,560	–	–	0.21%	78
2024 Q4	$330K	Hold	10,560	–	–	0.19%	74
2024 Q3	$361K	Hold	10,560	–	–	0.2%	71
2024 Q2	$293K	Hold	10,560	–	–	0.16%	76
2024 Q1	$282K	Buy	+10,560	New	+$265K	0.17%	78

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

Pursue Wealth Partners's EPRT Position: Q2 2026 in Review

Pursue Wealth Partners held its Essential Properties Realty Trust (EPRT) position steady in Q2 2026 at 10,560 shares worth $315K. The position accounts for 0.18% of the portfolio, ranked #78.

Pursue Wealth Partners first reported a position in EPRT in Q1 2024 and has held it in 10 quarters since. The position peaked at $361K in Q3 2024. 379 funds tracked by Wall St. Rank hold EPRT as of Q2 2026.

Pursue Wealth Partners held 10,560 shares of Essential Properties Realty Trust worth $315K as of Q2 2026.
Pursue Wealth Partners left its Essential Properties Realty Trust share count unchanged in Q2 2026.
Essential Properties Realty Trust made up 0.18% of Pursue Wealth Partners's portfolio in Q2 2026, its #78 holding.
Pursue Wealth Partners first reported a position in Essential Properties Realty Trust in Q1 2024 and has held it in 10 quarters since.
Pursue Wealth Partners's Essential Properties Realty Trust position peaked at $361K in Q3 2024.
379 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q2 2026.

Based on Pursue Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.