Clear Investment Research’s Essential Properties Realty Trust EPRT Stock Holding History

Clear Investment Research’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
2023 Q4	–	Sell	-595	Closed	-$13.8K	–	269
2023 Q3	$12.9K	Buy	595 +7	+1%	+$167	0.02%	125
2023 Q2	$13.9K	Buy	588 +6	+1%	+$146	0.02%	127
2023 Q1	$14.5K	Buy	582 +7	+1%	+$173	0.03%	123
2022 Q4	$14K	Buy	575 +8	+1%	+$174	0.03%	112
2022 Q3	$11K	Buy	567 +6	+1%	+$137	0.02%	116
2022 Q2	$12K	Buy	561 +6	+1%	+$140	0.03%	101
2022 Q1	$14K	Buy	555 +5	+0.9%	+$129	0.03%	109
2021 Q4	$16K	Buy	550 +5	+0.9%	+$143	0.02%	109
2021 Q3	$15K	Buy	545 +5	+0.9%	+$149	0.02%	110
2021 Q2	$15K	Buy	540 +5	+0.9%	+$130	0.03%	111
2021 Q1	$12K	Buy	535 +6	+1%	+$134	0.02%	101
2020 Q4	$11K	Buy	529 +6	+1%	+$117	0.02%	95
2020 Q3	$10K	Buy	523 +8	+2%	+$136	0.02%	88
2020 Q2	$8K	Buy	515 +11	+2%	+$151	0.02%	93
2020 Q1	$7K	Buy	504 +4	+0.8%	+$93	0.02%	89
2019 Q4	$12K	Buy	+500	New	+$12.6K	0.02%	86

Other funds holding EPRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clear Investment Research's EPRT Position: Q4 2023 in Review

Clear Investment Research sold out of Essential Properties Realty Trust (EPRT) in Q4 2023, closing a stake of 595 shares — an estimated $13.8K sold.

Clear Investment Research first reported a position in EPRT in Q4 2019 and held it in 16 quarters. The position peaked at $16K in Q4 2021. 274 funds tracked by Wall St. Rank hold EPRT as of Q4 2023.

Clear Investment Research reported no remaining Essential Properties Realty Trust position as of Q4 2023 after selling out during the quarter.
Clear Investment Research sold 595 Essential Properties Realty Trust shares in Q4 2023, an estimated $13.8K.
Clear Investment Research first reported a position in Essential Properties Realty Trust in Q4 2019 and held it in 16 quarters.
Clear Investment Research's Essential Properties Realty Trust position peaked at $16K in Q4 2021.
274 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q4 2023.

Based on Clear Investment Research's 13F filing for Q4 2023, filed 12 Feb 2024.