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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
Q2 		$14.2K Buy
475
+4
+0.8% +$124 0.02% 151
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Wiser Advisor Group's EPRT Position: Q2 2026 in Review

Wiser Advisor Group increased its Essential Properties Realty Trust (EPRT) stake by 0.85% in Q2 2026, buying an estimated $124 and bringing the position to 475 shares worth $14.2K. The position accounts for 0.02% of the portfolio, ranked #151.

Wiser Advisor Group first reported a position in EPRT in Q4 2023 and has held it in 10 quarters since. The position peaked at $15.2K in Q3 2024. 378 funds tracked by Wall St. Rank hold EPRT as of Q2 2026.

  • Wiser Advisor Group held 475 shares of Essential Properties Realty Trust worth $14.2K as of Q2 2026.
  • Wiser Advisor Group bought 4 Essential Properties Realty Trust shares in Q2 2026, an estimated $124.
  • Essential Properties Realty Trust made up 0.02% of Wiser Advisor Group's portfolio in Q2 2026, its #151 holding.
  • Wiser Advisor Group first reported a position in Essential Properties Realty Trust in Q4 2023 and has held it in 10 quarters since.
  • Wiser Advisor Group's Essential Properties Realty Trust position peaked at $15.2K in Q3 2024.
  • 378 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.