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Anchor Investment Management’s Essential Properties Realty Trust EPRT Stock Holding History

Anchor Investment Management’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
2022
Q4 		– Sell
-120
Closed -$2.33K – 957
2022
Q3 		$2.33K Buy
+120
New +$2.73K ﹤0.01% 876

Other funds holding EPRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Anchor Investment Management's EPRT Position: Q4 2022 in Review

Anchor Investment Management sold out of Essential Properties Realty Trust (EPRT) in Q4 2022, closing a stake of 120 shares — an estimated $2.33K sold.

Anchor Investment Management first reported a position in EPRT in Q3 2022 and held it in 1 quarter. The position peaked at $2.33K in Q3 2022. 228 funds tracked by Wall St. Rank hold EPRT as of Q4 2022.

  • Anchor Investment Management reported no remaining Essential Properties Realty Trust position as of Q4 2022 after selling out during the quarter.
  • Anchor Investment Management sold 120 Essential Properties Realty Trust shares in Q4 2022, an estimated $2.33K.
  • Anchor Investment Management first reported a position in Essential Properties Realty Trust in Q3 2022 and held it in 1 quarter.
  • Anchor Investment Management's Essential Properties Realty Trust position peaked at $2.33K in Q3 2022.
  • 228 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q4 2022.

Based on Anchor Investment Management's 13F filing for Q4 2022, filed 2 Jan 2024.