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Winslow Evans & Crocker’s Essential Properties Realty Trust EPRT Stock Holding History

Winslow Evans & Crocker’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
2020
Q3 		– Sell
-1,125
Closed -$17K – 1109
2020
Q2 		$17K Sell
1,125
-1,201
-52% -$16.5K ﹤0.01% 640
2020
Q1 		$32K Sell
2,326
-1,600
-41% -$37.1K 0.01% 504
2019
Q4 		$98K Buy
+3,926
New +$98.7K 0.03% 399

Other funds holding EPRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Winslow Evans & Crocker's EPRT Position: Q3 2020 in Review

Winslow Evans & Crocker sold out of Essential Properties Realty Trust (EPRT) in Q3 2020, closing a stake of 1,125 shares — an estimated $17K sold.

Winslow Evans & Crocker first reported a position in EPRT in Q4 2019 and held it in 3 quarters. The position peaked at $98K in Q4 2019. 185 funds tracked by Wall St. Rank hold EPRT as of Q3 2020.

  • Winslow Evans & Crocker reported no remaining Essential Properties Realty Trust position as of Q3 2020 after selling out during the quarter.
  • Winslow Evans & Crocker sold 1,125 Essential Properties Realty Trust shares in Q3 2020, an estimated $17K.
  • Winslow Evans & Crocker first reported a position in Essential Properties Realty Trust in Q4 2019 and held it in 3 quarters.
  • Winslow Evans & Crocker's Essential Properties Realty Trust position peaked at $98K in Q4 2019.
  • 185 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q3 2020.

Based on Winslow Evans & Crocker's 13F filing for Q3 2020, filed 21 Oct 2020.