WWM
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Whalen Wealth Management’s Essential Properties Realty Trust EPRT Stock Holding History

Whalen Wealth Management’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
-14,151
Closed -$422K – 221
2026
Q2 		$422K Buy
+14,151
New +$440K 0.19% 129
2025
Q4 		– Sell
-9,307
Closed -$277K – 202
2025
Q3 		$277K Buy
+9,307
New +$285K 0.16% 144

Other funds holding EPRT

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Whalen Wealth Management's EPRT Position: Q3 2026 in Review

Whalen Wealth Management sold out of Essential Properties Realty Trust (EPRT) in Q3 2026, closing a stake of 14,151 shares — an estimated $422K sold.

Whalen Wealth Management first reported a position in EPRT in Q3 2025 and held it in 2 quarters. The position peaked at $422K in Q2 2026. 10 funds tracked by Wall St. Rank hold EPRT as of Q3 2026.

  • Whalen Wealth Management reported no remaining Essential Properties Realty Trust position as of Q3 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 14,151 Essential Properties Realty Trust shares in Q3 2026, an estimated $422K.
  • Whalen Wealth Management first reported a position in Essential Properties Realty Trust in Q3 2025 and held it in 2 quarters.
  • Whalen Wealth Management's Essential Properties Realty Trust position peaked at $422K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.