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
Q3 		– Sell
-7,057
Closed -$220K – 4290
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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Vanguard Capital Management
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Geode Capital Management
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Duff & Phelps Investment Management
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Wealth Enhancement Advisory Services's EPRT Position: Q3 2026 in Review

Wealth Enhancement Advisory Services sold out of Essential Properties Realty Trust (EPRT) in Q3 2026, closing a stake of 7,057 shares — an estimated $220K sold.

Wealth Enhancement Advisory Services first reported a position in EPRT in Q4 2025 and held it in 2 quarters. The position peaked at $225K in Q4 2025. 286 funds tracked by Wall St. Rank hold EPRT as of Q3 2026.

  • Wealth Enhancement Advisory Services reported no remaining Essential Properties Realty Trust position as of Q3 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 7,057 Essential Properties Realty Trust shares in Q3 2026, an estimated $220K.
  • Wealth Enhancement Advisory Services first reported a position in Essential Properties Realty Trust in Q4 2025 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's Essential Properties Realty Trust position peaked at $225K in Q4 2025.
  • 286 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.