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YCM
Yousif Capital Management’s
Essential Properties Realty Trust
EPRT
Stock Holding History
Yousif 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
2026
Q1
$1.73M
Buy
56,936
+2,731
+5%
+$86.5K
0.02%
743
2025
Q4
$1.68M
Sell
54,205
-7,980
-13%
-$243K
0.02%
803
2025
Q3
$1.85M
Sell
62,185
-12,250
-16%
-$375K
0.02%
764
2025
Q2
$2.38M
Buy
74,435
+4,749
+7%
+$152K
0.03%
640
2025
Q1
$2.27M
Buy
69,686
+2,920
+4%
+$92.7K
0.03%
650
2024
Q4
$2.09M
Sell
66,766
-1,268
-2%
-$41.6K
0.02%
726
2024
Q3
$2.32M
Sell
68,034
-2,365
-3%
-$73.1K
0.03%
687
2024
Q2
$1.95M
Sell
70,399
-349
-0.5%
-$9.31K
0.02%
779
2024
Q1
$1.89M
Sell
70,748
-6,792
-9%
-$170K
0.02%
836
2023
Q4
$1.98M
Sell
77,540
-233
-0.3%
-$5.4K
0.02%
827
2023
Q3
$1.68M
Sell
77,773
-1,232
-2%
-$29.4K
0.02%
848
2023
Q2
$1.86M
Sell
79,005
-1,239
-2%
-$30.2K
0.02%
824
2023
Q1
$1.99M
Sell
80,244
-10,310
-11%
-$254K
0.03%
777
2022
Q4
$2.13M
Sell
90,554
-23,250
-20%
-$506K
0.03%
717
2022
Q3
$2.21M
Buy
113,804
+6,745
+6%
+$154K
0.03%
668
2022
Q2
$2.3M
Sell
107,059
-2,865
-3%
-$66.6K
0.03%
718
2022
Q1
$2.78M
Buy
109,924
+225
+0.2%
+$5.79K
0.03%
706
2021
Q4
$3.16M
Buy
+109,699
New
+$3.13M
0.03%
639
Other funds holding EPRT
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$5.7T AUM
30.48%
1-Year Est. Return
Cohen & Steers
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$57.6B AUM
8.03%
1-Year Est. Return
VPM
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$1.91T AUM
State Street
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$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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