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Triumph Capital Management’s Essential Properties Realty Trust EPRT Stock Holding History

Triumph Capital Management’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
-237
Closed -$7.28K – 1877
2026
Q1 		$7.28K Sell
237
-100
-30% -$3.17K ﹤0.01% 1202
2025
Q4 		$10K Buy
+337
New +$10.3K ﹤0.01% 1078

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

Triumph Capital Management's EPRT Position: Q2 2026 in Review

Triumph Capital Management sold out of Essential Properties Realty Trust (EPRT) in Q2 2026, closing a stake of 237 shares — an estimated $7.28K sold.

Triumph Capital Management first reported a position in EPRT in Q4 2025 and held it in 2 quarters. The position peaked at $10K in Q4 2025. 378 funds tracked by Wall St. Rank hold EPRT as of Q2 2026.

  • Triumph Capital Management reported no remaining Essential Properties Realty Trust position as of Q2 2026 after selling out during the quarter.
  • Triumph Capital Management sold 237 Essential Properties Realty Trust shares in Q2 2026, an estimated $7.28K.
  • Triumph Capital Management first reported a position in Essential Properties Realty Trust in Q4 2025 and held it in 2 quarters.
  • Triumph Capital Management's Essential Properties Realty Trust position peaked at $10K in Q4 2025.
  • 378 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.