EPRT — Essential Properties Realty Trust Inc

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  14 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported Essential Properties Realty Trust Inc (EPRT) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows EPRT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EPRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in Essential Properties Realty Trust Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EPRT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EPRT stock page MassMutual Private Wealth & Trust, FSB fund profile MassMutual Private Wealth & Trust, FSB full holdings
How MassMutual Private Wealth & Trust, FSB held EPRT — position size vs. price
% of Fund (quarterly)    EPRT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 908 +49 +5.7% 0.00% $28K 2026-04-13 $32.14
2025 Q4 ADDED 859 +22 +2.6% 0.00% $25K 2026-01-07 $29.61
2025 Q3 REDUCED 837 -86 -9.3% 0.00% $25K 2025-10-22 $30.73
2025 Q2 REDUCED 923 -27 -2.8% 0.00% $29K 2025-07-09 $30.03
2025 Q1 REDUCED 950 -146 -13.3% 0.00% $31K 2025-04-01 $31.16
2024 Q4 ADDED 1,096 +468 +74.5% 0.00% $34K 2025-01-16 $30.26
2024 Q3 ADDED 628 +94 +17.6% 0.00% $21K 2024-10-02 $30.89
2024 Q2 ADDED 534 +502 +1568.8% 0.00% $15K 2024-07-02 $25.89
2023 Q4 REDUCED 32 -45 -58.4% 0.00% $818 2024-01-03 $23.47
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EPRT

As of 2026 Q1 — sorted by position size

Pensionfund PDN 3Y 7Y 1.06% Pensionfund Sabic 3Y 7Y 1.01% PURSUE WEALTH PARTNERS LLC 3Y 0.19% Lifestyle Asset Management, Inc. 3Y 0.13% Gilman Hill Asset Management, LLC 3Y 7Y 0.03% GAMMA Investing LLC 0.01% Versant Capital Management, Inc 3Y 7Y 0.0% MATHER GROUP, LLC. 3Y 7Y 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0% Ares Financial Consulting, LLC 0.0%

FAQ About MassMutual Private Wealth & Trust, FSB and EPRT

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning EPRT?

MassMutual Private Wealth & Trust, FSB reported EPRT across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EPRT position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for EPRT was 0.00% in 2024 Q4.

What is the latest reported EPRT position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 908 shares, equal to 0.00% of portfolio, with an estimated market value of $28K.

What does the chart on this EPRT ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly EPRT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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