Sumitomo Mitsui Trust Group
EPRT icon

Sumitomo Mitsui Trust Group’s Essential Properties Realty Trust EPRT Stock Holding History

Sumitomo Mitsui Trust Group’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 		$6.92M Buy
231,731
+3,008
+1% +$93.4K ﹤0.01% 697
2026
Q1 		$6.94M Buy
228,723
+13,534
+6% +$429K ﹤0.01% 695
2025
Q4 		$6.38M Sell
215,189
-3,028
-1% -$92.3K ﹤0.01% 713
2025
Q3 		$6.49M Buy
218,217
+2,139
+1% +$65.5K ﹤0.01% 712
2025
Q2 		$6.9M Sell
216,078
-35,515
-14% -$1.13M ﹤0.01% 695
2025
Q1 		$8.21M Buy
251,593
+13,041
+5% +$414K 0.01% 704
2024
Q4 		$7.46M Sell
238,552
-5,872
-2% -$193K 0.01% 726
2024
Q3 		$8.35M Buy
244,424
+51,196
+26% +$1.58M 0.01% 725
2024
Q2 		$5.35M Buy
193,228
+16,978
+10% +$453K ﹤0.01% 749
2024
Q1 		$4.7M Sell
176,250
-7,623
-4% -$191K ﹤0.01% 821
2023
Q4 		$4.7M Buy
183,873
+11,830
+7% +$274K ﹤0.01% 824
2023
Q3 		$3.72M Buy
172,043
+4,741
+3% +$113K ﹤0.01% 857
2023
Q2 		$3.94M Buy
167,302
+5,225
+3% +$127K ﹤0.01% 853
2023
Q1 		$4.03M Buy
162,077
+4,011
+3% +$98.9K ﹤0.01% 855
2022
Q4 		$3.71M Sell
158,066
-11,276
-7% -$246K ﹤0.01% 868
2022
Q3 		$3.29M Buy
169,342
+16,693
+11% +$380K ﹤0.01% 891
2022
Q2 		$3.28M Sell
152,649
-5,367
-3% -$125K ﹤0.01% 903
2022
Q1 		$4M Sell
158,016
-8,084
-5% -$208K ﹤0.01% 880
2021
Q4 		$4.79M Sell
166,100
-46
-0% -$1.31K ﹤0.01% 838
2021
Q3 		$4.64M Sell
166,146
-81,300
-33% -$2.42M ﹤0.01% 846
2021
Q2 		$6.69M Sell
247,446
-27,020
-10% -$702K ﹤0.01% 829
2021
Q1 		$6.27M Sell
274,466
-25,781
-9% -$577K ﹤0.01% 822
2020
Q4 		$6.37M Sell
300,247
-31,272
-9% -$612K ﹤0.01% 815
2020
Q3 		$6.07M Sell
331,519
-80,700
-20% -$1.37M ﹤0.01% 803
2020
Q2 		$6.12M Sell
412,219
-48,543
-11% -$668K ﹤0.01% 785
2020
Q1 		$6.02M Buy
460,762
+312,791
+211% +$7.25M 0.01% 771
2019
Q4 		$3.67M Buy
147,971
+41,606
+39% +$1.05M ﹤0.01% 832
2019
Q3 		$2.44M Buy
106,365
+49,337
+87% +$1.06M ﹤0.01% 859
2019
Q2 		$1.14M Buy
57,028
+26,642
+88% +$543K ﹤0.01% 886
2019
Q1 		$593K Sell
30,386
-4,923
-14% -$80.4K ﹤0.01% 888
2018
Q4 		$488K Buy
+35,309
New +$491K ﹤0.01% 871

Other funds holding EPRT

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group's EPRT Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group increased its Essential Properties Realty Trust (EPRT) stake by 1.3% in Q2 2026, buying an estimated $93.4K and bringing the position to 231,731 shares worth $6.92M. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Sumitomo Mitsui Trust Group first reported a position in EPRT in Q4 2018 and has held it in 31 quarters since. The position peaked at $8.35M in Q3 2024. 89 funds tracked by Wall St. Rank hold EPRT as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 231,731 shares of Essential Properties Realty Trust worth $6.92M as of Q2 2026.
  • Sumitomo Mitsui Trust Group bought 3,008 Essential Properties Realty Trust shares in Q2 2026, an estimated $93.4K.
  • Essential Properties Realty Trust made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #697 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Essential Properties Realty Trust in Q4 2018 and has held it in 31 quarters since.
  • Sumitomo Mitsui Trust Group's Essential Properties Realty Trust position peaked at $8.35M in Q3 2024.
  • 89 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.