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Vise Technologies’s Essential Properties Realty Trust EPRT Stock Holding History

Vise Technologies’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 		$411K Hold
13,865
– – 0.01% 984
2025
Q4 		$411K Buy
+13,865
New +$423K 0.01% 990

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VPM
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State Street
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VCM
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Vise Technologies's EPRT Position: Q1 2026 in Review

Vise Technologies held its Essential Properties Realty Trust (EPRT) position steady in Q1 2026 at 13,865 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #984.

Vise Technologies first reported a position in EPRT in Q4 2025 and has held it in 2 quarters since. 379 funds tracked by Wall St. Rank hold EPRT as of Q1 2026.

  • Vise Technologies held 13,865 shares of Essential Properties Realty Trust worth $411K as of Q1 2026.
  • Vise Technologies left its Essential Properties Realty Trust share count unchanged in Q1 2026.
  • Essential Properties Realty Trust made up 0.01% of Vise Technologies's portfolio in Q1 2026, its #984 holding.
  • Vise Technologies first reported a position in Essential Properties Realty Trust in Q4 2025 and has held it in 2 quarters since.
  • 379 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.