Winton Group’s Essential Properties Realty Trust EPRT Stock Holding History

Winton Group’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	$618K	Buy	+20,700	New	+$643K	0.02%	637
2020 Q4	–	Sell	-130,052	Closed	-$2.38M	–	1366
2020 Q3	$2.38M	Sell	130,052 -38,169	-23%	-$647K	0.08%	441
2020 Q2	$2.5M	Buy	168,221 +65,921	+64%	+$908K	0.06%	539
2020 Q1	$1.34M	Buy	102,300 +85,718	+517%	+$1.99M	0.04%	690
2019 Q4	$411K	Sell	16,582 -40,756	-71%	-$1.02M	0.01%	1289
2019 Q3	$1.31M	Sell	57,338 -14,587	-20%	-$314K	0.02%	721
2019 Q2	$1.44M	Buy	71,925 +30,793	+75%	+$628K	0.03%	327
2019 Q1	$803K	Buy	+41,132	New	+$672K	0.02%	403

Other funds holding EPRT

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Winton Group's EPRT Position: Q2 2026 in Review

Winton Group opened a new position in Essential Properties Realty Trust (EPRT) in Q2 2026: 20,700 shares worth $618K. The stake represents 0.02% of the portfolio and ranks #637 among its holdings. This is a return to the name: Winton Group previously reported a position in EPRT as recently as Q3 2020.

Winton Group first reported a position in EPRT in Q1 2019 and has held it in 8 quarters since. The position peaked at $2.5M in Q2 2020. 380 funds tracked by Wall St. Rank hold EPRT as of Q2 2026.

Winton Group held 20,700 shares of Essential Properties Realty Trust worth $618K as of Q2 2026.
Essential Properties Realty Trust was a new Winton Group position in Q2 2026.
Essential Properties Realty Trust made up 0.02% of Winton Group's portfolio in Q2 2026, its #637 holding.
Winton Group first reported a position in Essential Properties Realty Trust in Q1 2019 and has held it in 8 quarters since.
Winton Group's Essential Properties Realty Trust position peaked at $2.5M in Q2 2020.
380 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.