Wiser Advisor Group’s Essential Properties Realty Trust EPRT Stock Holding History

Wiser Advisor 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 Q1	$14.3K	Buy	471 +5	+1%	+$158	0.02%	149
2025 Q4	$13.8K	Buy	466 +5	+1%	+$152	0.02%	153
2025 Q3	$13.7K	Buy	+461	New	+$14.1K	0.02%	157
2025 Q2	–	Sell	-453	Closed	-$14.8K	–	108
2025 Q1	$14.8K	Buy	453 +5	+1%	+$159	0.02%	160
2024 Q4	$14K	Buy	448 +4	+0.9%	+$131	0.02%	165
2024 Q3	$15.2K	Buy	444 +4	+0.9%	+$124	0.02%	168
2024 Q2	$12.2K	Buy	440 +6	+1%	+$160	0.02%	179
2024 Q1	$11.6K	Buy	434 +4	+0.9%	+$100	0.02%	176
2023 Q4	$11K	Buy	+430	New	+$9.97K	0.02%	176

Other funds holding EPRT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group

Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return