Vermillion & White Wealth Management Group’s Essential Properties Realty Trust EPRT Stock Holding History

Vermillion & White Wealth Management 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 Q1	–	Sell	-126	Closed	-$3.74K	–	218
2025 Q4	$3.74K	Buy	+126	New	+$3.84K	﹤0.01%	451
2025 Q3	–	Sell	-126	Closed	-$4.02K	–	594
2025 Q2	$4.02K	Sell	126 -4	-3%	-$128	﹤0.01%	421
2025 Q1	$4.24K	Buy	+130	New	+$4.13K	﹤0.01%	374

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vermillion & White Wealth Management Group's EPRT Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Essential Properties Realty Trust (EPRT) in Q1 2026, closing a stake of 126 shares — an estimated $3.74K sold.

Vermillion & White Wealth Management Group first reported a position in EPRT in Q1 2025 and held it in 3 quarters. The position peaked at $4.24K in Q1 2025. 381 funds tracked by Wall St. Rank hold EPRT as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining Essential Properties Realty Trust position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 126 Essential Properties Realty Trust shares in Q1 2026, an estimated $3.74K.
Vermillion & White Wealth Management Group first reported a position in Essential Properties Realty Trust in Q1 2025 and held it in 3 quarters.
Vermillion & White Wealth Management Group's Essential Properties Realty Trust position peaked at $4.24K in Q1 2025.
381 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.