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 Q1	$2.22K	Buy	+73	New	+$2.31K	﹤0.01%	2275

Other funds holding EPRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Root Financial Partners's EPRT Position: Q1 2026 in Review

Root Financial Partners opened a new position in Essential Properties Realty Trust (EPRT) in Q1 2026: 73 shares worth $2.22K. The stake represents ﹤0.01% of the portfolio and ranks #2275 among its holdings.

379 funds tracked by Wall St. Rank hold EPRT as of Q1 2026.

Root Financial Partners held 73 shares of Essential Properties Realty Trust worth $2.22K as of Q1 2026.
Essential Properties Realty Trust was a new Root Financial Partners position in Q1 2026.
Essential Properties Realty Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2275 holding.
379 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.