WANY
EPRT icon

Wealthspire Advisors (New York)’s Essential Properties Realty Trust EPRT Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-284
Closed -$8.45K – 1585
2025
Q3 		$8.45K Buy
+284
New +$8.69K ﹤0.01% 2103

Other funds holding EPRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Wealthspire Advisors (New York)'s EPRT Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Essential Properties Realty Trust (EPRT) in Q4 2025, closing a stake of 284 shares — an estimated $8.45K sold.

Wealthspire Advisors (New York) first reported a position in EPRT in Q3 2025 and held it in 1 quarter. The position peaked at $8.45K in Q3 2025. 357 funds tracked by Wall St. Rank hold EPRT as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Essential Properties Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 284 Essential Properties Realty Trust shares in Q4 2025, an estimated $8.45K.
  • Wealthspire Advisors (New York) first reported a position in Essential Properties Realty Trust in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Essential Properties Realty Trust position peaked at $8.45K in Q3 2025.
  • 357 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.