Essential Properties Realty reit shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Essential Properties Realty reit (EPRT) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Essential Properties Realty reit
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Quarterly reported holdings in Essential Properties Realty reit by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $4.9M | 161k | 30.36 |
| 2025-12-31 | $300k | 10k | 29.66 |
| 2025-09-30 | $241k | 8.1k | 29.76 |
| 2025-06-30 | $249k | 7.8k | 31.91 |
| 2025-03-31 | $253k | 7.8k | 32.64 |
| 2024-12-31 | $230k | 7.4k | 31.28 |
| 2024-09-30 | $246k | 7.2k | 34.15 |
| 2023-12-31 | $337k | 13k | 25.56 |
| 2023-09-30 | $323k | 15k | 21.63 |
| 2023-03-31 | $207k | 8.3k | 24.85 |
| 2022-12-31 | $225k | 9.6k | 23.47 |
| 2022-06-30 | $137k | 6.4k | 21.44 |
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