WCM
EPRT icon

Weld Capital Management’s Essential Properties Realty Trust EPRT Stock Holding History

Weld Capital 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
2021
Q1 		– Sell
-10,052
Closed -$213K – 389
2020
Q4 		$213K Buy
+10,052
New +$197K 0.08% 381
2020
Q3 		– Sell
-63,746
Closed -$946K – 534
2020
Q2 		$946K Buy
+63,746
New +$878K 0.37% 79
2019
Q4 		– Sell
-38,810
Closed -$889K – 695
2019
Q3 		$889K Buy
38,810
+9,347
+32% +$201K 0.16% 193
2019
Q2 		$590K Buy
+29,463
New +$601K 0.11% 335

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PI
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State Street
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Deutsche Bank
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
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EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return