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Root Financial Partners’s Essential Properties Realty Trust EPRT Stock Holding History

Root Financial 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 		– Sell
-73
Closed -$2.22K – 1255
2026
Q1 		$2.22K Buy
+73
New +$2.31K ﹤0.01% 2275

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

Root Financial Partners's EPRT Position: Q2 2026 in Review

Root Financial Partners sold out of Essential Properties Realty Trust (EPRT) in Q2 2026, closing a stake of 73 shares — an estimated $2.22K sold.

Root Financial Partners first reported a position in EPRT in Q1 2026 and held it in 1 quarter. The position peaked at $2.22K in Q1 2026. 379 funds tracked by Wall St. Rank hold EPRT as of Q2 2026.

  • Root Financial Partners reported no remaining Essential Properties Realty Trust position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 73 Essential Properties Realty Trust shares in Q2 2026, an estimated $2.22K.
  • Root Financial Partners first reported a position in Essential Properties Realty Trust in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Essential Properties Realty Trust position peaked at $2.22K in Q1 2026.
  • 379 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.