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MGP
Metis Global Partners’s
Essential Properties Realty Trust
EPRT
Stock Holding History
Metis Global 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
2026
Q1
$1.67M
Buy
54,985
+8,115
+17%
+$257K
0.04%
341
2025
Q4
$1.39M
Buy
46,870
+2,342
+5%
+$71.4K
0.03%
392
2025
Q3
$1.33M
Buy
44,528
+11,839
+36%
+$362K
0.03%
416
2025
Q2
$1.04M
Buy
32,689
+8,914
+37%
+$285K
0.03%
454
2025
Q1
$776K
Buy
23,775
+3,671
+18%
+$117K
0.02%
511
2024
Q4
$629K
Buy
20,104
+2,052
+11%
+$67.3K
0.02%
533
2024
Q3
$616K
Buy
18,052
+4,133
+30%
+$128K
0.02%
529
2024
Q2
$386K
Buy
13,919
+3,352
+32%
+$89.4K
0.01%
600
2024
Q1
$282K
Buy
10,567
+223
+2%
+$5.59K
0.01%
668
2023
Q4
$264K
Buy
+10,344
New
+$240K
0.01%
660
Other funds holding EPRT
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Cohen & Steers
New York
$57.6B AUM
8.03%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Daiwa Securities Group
Tokyo, Japan
$34.6B AUM
20.7%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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