WhitTier Trust Company’s Essential Properties Realty Trust EPRT Stock Holding History

WhitTier Trust Company’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	$12.3K	Sell	394 -35	-8%	-$1.09K	﹤0.01%	1033
2026 Q1	$13.3K	Sell	429 -87	-17%	-$2.76K	﹤0.01%	999
2025 Q4	$15.3K	Hold	516	–	–	﹤0.01%	961
2025 Q3	$15.4K	Buy	516 +350	+211%	+$10.7K	﹤0.01%	952
2025 Q2	$5.29K	Buy	166 +79	+91%	+$2.52K	﹤0.01%	1203
2025 Q1	$2.84K	Buy	87 +54	+164%	+$1.71K	﹤0.01%	1242
2024 Q4	$1.03K	Hold	33	–	–	﹤0.01%	1276
2024 Q3	$1.13K	Hold	33	–	–	﹤0.01%	1267
2024 Q2	$912	Sell	33 -56	-63%	-$1.49K	﹤0.01%	1214
2024 Q1	$2.37K	Buy	89 +57	+178%	+$1.43K	﹤0.01%	1118
2023 Q4	$815	Sell	32 -9	-22%	-$209	﹤0.01%	1165
2023 Q3	$885	Hold	41	–	–	﹤0.01%	1123
2023 Q2	$964	Hold	41	–	–	﹤0.01%	1133
2023 Q1	$1.02K	Buy	+41	New	+$1.01K	﹤0.01%	1115

Other funds holding EPRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

WhitTier Trust Company's EPRT Position: Q2 2026 in Review

WhitTier Trust Company reduced its Essential Properties Realty Trust (EPRT) stake by 8.2% in Q2 2026, selling an estimated $1.09K and leaving 394 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

WhitTier Trust Company first reported a position in EPRT in Q1 2023 and has held it in 14 quarters since. The position peaked at $15.4K in Q3 2025. 145 funds tracked by Wall St. Rank hold EPRT as of Q2 2026.

WhitTier Trust Company held 394 shares of Essential Properties Realty Trust worth $12.3K as of Q2 2026.
WhitTier Trust Company sold 35 Essential Properties Realty Trust shares in Q2 2026, an estimated $1.09K.
Essential Properties Realty Trust made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #1033 holding.
WhitTier Trust Company first reported a position in Essential Properties Realty Trust in Q1 2023 and has held it in 14 quarters since.
WhitTier Trust Company's Essential Properties Realty Trust position peaked at $15.4K in Q3 2025.
145 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.