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Salomon & Ludwin’s Essential Properties Realty Trust EPRT Stock Holding History

Salomon & Ludwin’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 		$51.8K Sell
1,726
-589
-25% -$18.3K ﹤0.01% 516
2026
Q1 		$71.4K Buy
2,315
+946
+69% +$30K 0.01% 345
2025
Q4 		$40.6K Sell
1,369
-169
-11% -$5.15K ﹤0.01% 476
2025
Q3 		$46K Buy
+1,538
New +$47.1K ﹤0.01% 404

Other funds holding EPRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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

Salomon & Ludwin's EPRT Position: Q2 2026 in Review

Salomon & Ludwin reduced its Essential Properties Realty Trust (EPRT) stake by 25% in Q2 2026, selling an estimated $18.3K and leaving 1,726 shares worth $51.8K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Salomon & Ludwin first reported a position in EPRT in Q3 2025 and has held it in 4 quarters since. The position peaked at $71.4K in Q1 2026. 378 funds tracked by Wall St. Rank hold EPRT as of Q2 2026.

  • Salomon & Ludwin held 1,726 shares of Essential Properties Realty Trust worth $51.8K as of Q2 2026.
  • Salomon & Ludwin sold 589 Essential Properties Realty Trust shares in Q2 2026, an estimated $18.3K.
  • Essential Properties Realty Trust made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #516 holding.
  • Salomon & Ludwin first reported a position in Essential Properties Realty Trust in Q3 2025 and has held it in 4 quarters since.
  • Salomon & Ludwin's Essential Properties Realty Trust position peaked at $71.4K in Q1 2026.
  • 378 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.