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NSIM
North Star Investment Management’s
Essential Properties Realty Trust
EPRT
Stock Holding History
North Star 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
2026
Q1
$15.2K
Hold
500
–
–
﹤0.01%
947
2025
Q4
$14.8K
Hold
500
–
–
﹤0.01%
888
2025
Q3
$14.9K
Hold
500
–
–
﹤0.01%
850
2025
Q2
$16K
Hold
500
–
–
﹤0.01%
821
2025
Q1
$16.3K
Hold
500
–
–
﹤0.01%
786
2024
Q4
$15.6K
Hold
500
–
–
﹤0.01%
797
2024
Q3
$17.1K
Hold
500
–
–
﹤0.01%
754
2024
Q2
$13.9K
Hold
500
–
–
﹤0.01%
770
2024
Q1
$13.3K
Hold
500
–
–
﹤0.01%
810
2023
Q4
$12.8K
Hold
500
–
–
﹤0.01%
786
2023
Q3
$10.8K
Hold
500
–
–
﹤0.01%
819
2023
Q2
$11.8K
Hold
500
–
–
﹤0.01%
824
2023
Q1
$12.4K
Hold
500
–
–
﹤0.01%
841
2022
Q4
$11.7K
Hold
500
–
–
﹤0.01%
824
2022
Q3
$10K
Hold
500
–
–
﹤0.01%
800
2022
Q2
$11K
Hold
500
–
–
﹤0.01%
799
2022
Q1
$13K
Hold
500
–
–
﹤0.01%
813
2021
Q4
$14K
Hold
500
–
–
﹤0.01%
827
2021
Q3
$14K
Hold
500
–
–
﹤0.01%
798
2021
Q2
$14K
Hold
500
–
–
﹤0.01%
792
2021
Q1
$11K
Hold
500
–
–
﹤0.01%
780
2020
Q4
$11K
Buy
+500
New
+$9.79K
﹤0.01%
756
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1-Year Est. Return
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1-Year Est. Return
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$1.61T AUM
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1-Year Est. Return
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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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