Wealth Enhancement Advisory Services
EPRT icon

Wealth Enhancement Advisory Services’s Essential Properties Realty Trust EPRT Stock Holding History

Wealth Enhancement Advisory Services’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 		$220K Buy
+7,057
New +$219K ﹤0.01% 3498
2026
Q1 		– Sell
-7,589
Closed -$225K – 3671
2025
Q4 		$225K Buy
+7,589
New +$231K ﹤0.01% 3176

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State Street
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Vanguard Capital Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
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Invesco
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Wellington Management Group
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Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Wealth Enhancement Advisory Services's EPRT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Essential Properties Realty Trust (EPRT) in Q2 2026: 7,057 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #3498 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in EPRT as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in EPRT in Q4 2025 and has held it in 2 quarters since. The position peaked at $225K in Q4 2025. 379 funds tracked by Wall St. Rank hold EPRT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 7,057 shares of Essential Properties Realty Trust worth $220K as of Q2 2026.
  • Essential Properties Realty Trust was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Essential Properties Realty Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3498 holding.
  • Wealth Enhancement Advisory Services first reported a position in Essential Properties Realty Trust in Q4 2025 and has held it in 2 quarters since.
  • Wealth Enhancement Advisory Services's Essential Properties Realty Trust position peaked at $225K in Q4 2025.
  • 379 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.