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Ellevest, Inc.

SEC CIK
0001644128
Latest filing
Aug 10, 2026

EPRT holding history

Essential Properties Realty Trust, Inc. in every 13F filed by Ellevest, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EPRT overviewAll 13F holders of EPRTFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q3 2021
Holdings of EPRT by Ellevest, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−2,383−100.0%Sold outHolders
Q1 20232,383$59.2K<0.1%+43+1.8%AddedHolders
Q4 20222,340$54.9K<0.1%+1,498+177.9%AddedHolders
Q3 2022842$16.0K<0.1%+742+742.0%AddedHolders
Q2 2022100$2.00K<0.1%−9−8.3%ReducedHolders
Q1 2022109$3.00K<0.1%+109NewHolders
Q4 20210$00.0%−71−100.0%Sold outHolders
Q3 202171$2.00K<0.1%+71NewHolders