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Jaffetilchin Investment Partners’s Essential Properties Realty Trust EPRT Stock Holding History

Jaffetilchin Investment Partners’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
2024
Q4 		– Sell
-84
Closed -$2.86K – 639
2024
Q3 		$2.86K Buy
+84
New +$2.6K ﹤0.01% 1129

Other funds holding EPRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jaffetilchin Investment Partners's EPRT Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Essential Properties Realty Trust (EPRT) in Q4 2024, closing a stake of 84 shares — an estimated $2.86K sold.

Jaffetilchin Investment Partners first reported a position in EPRT in Q3 2024 and held it in 1 quarter. The position peaked at $2.86K in Q3 2024. 332 funds tracked by Wall St. Rank hold EPRT as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Essential Properties Realty Trust position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 84 Essential Properties Realty Trust shares in Q4 2024, an estimated $2.86K.
  • Jaffetilchin Investment Partners first reported a position in Essential Properties Realty Trust in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Essential Properties Realty Trust position peaked at $2.86K in Q3 2024.
  • 332 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.