Steward Partners Investment Advisory’s Essential Properties Realty Trust EPRT Stock Holding History

Steward Partners Investment Advisory’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	$551K	Buy	18,452 +18,433	+97,016%	+$573K	﹤0.01%	1637
2026 Q1	$577	Hold	19	–	–	﹤0.01%	4252
2025 Q4	$564	Sell	19 -490	-96%	-$14.9K	﹤0.01%	4143
2025 Q3	$15.1K	Hold	509	–	–	﹤0.01%	3209
2025 Q2	$16.2K	Buy	509 +490	+2,579%	+$15.7K	﹤0.01%	3003
2025 Q1	$620	Buy	+19	New	+$603	﹤0.01%	3835
2024 Q2	–	Sell	-234	Closed	-$6.24K	–	3642
2024 Q1	$6.24K	Buy	+234	New	+$5.87K	﹤0.01%	2976
2020 Q4	–	Sell	-78	Closed	-$1K	–	2914
2020 Q3	$1K	Buy	+78	New	+$1.32K	﹤0.01%	2651
2019 Q4	–	Sell	-150	Closed	-$3K	–	2623
2019 Q3	$3K	Hold	150	–	–	﹤0.01%	2344
2019 Q2	$3K	Buy	+150	New	+$3.06K	﹤0.01%	2343

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

Steward Partners Investment Advisory's EPRT Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Essential Properties Realty Trust (EPRT) stake by 97,016% in Q2 2026, buying an estimated $573K and bringing the position to 18,452 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #1637.

Steward Partners Investment Advisory first reported a position in EPRT in Q2 2019 and has held it in 10 quarters since. 378 funds tracked by Wall St. Rank hold EPRT as of Q2 2026.

Steward Partners Investment Advisory held 18,452 shares of Essential Properties Realty Trust worth $551K as of Q2 2026.
Steward Partners Investment Advisory bought 18,433 Essential Properties Realty Trust shares in Q2 2026, an estimated $573K.
Essential Properties Realty Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1637 holding.
Steward Partners Investment Advisory first reported a position in Essential Properties Realty Trust in Q2 2019 and has held it in 10 quarters since.
378 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.