Essential Properties Realty reit shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Essential Properties Realty reit (EPRT) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Essential Properties Realty reit
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Quarterly reported holdings in Essential Properties Realty reit by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $413k | 16k | 25.56 |
| 2023-09-30 | $338k | 16k | 21.63 |
| 2023-06-30 | $290k | 12k | 23.54 |
| 2023-03-31 | $274k | 11k | 24.85 |
| 2022-12-31 | $269k | 11k | 24.40 |
| 2022-09-30 | $214k | 11k | 19.41 |
| 2022-06-30 | $210k | 9.8k | 21.45 |
| 2022-03-31 | $232k | 9.2k | 25.27 |
| 2021-12-31 | $265k | 9.2k | 28.86 |
| 2021-09-30 | $256k | 9.2k | 27.88 |
| 2021-06-30 | $248k | 9.2k | 27.01 |
| 2021-03-31 | $199k | 8.7k | 22.84 |
| 2020-12-31 | $185k | 8.7k | 21.24 |
| 2020-09-30 | $146k | 8.0k | 18.31 |
| 2020-06-30 | $118k | 8.0k | 14.80 |
| 2020-03-31 | $104k | 8.0k | 13.05 |
| 2019-12-31 | $165k | 6.6k | 24.85 |
| 2019-09-30 | $141k | 6.2k | 22.91 |
| 2019-06-30 | $85k | 4.3k | 19.98 |
| 2019-03-31 | $57k | 2.9k | 19.43 |
| 2018-12-31 | $41k | 2.9k | 13.98 |
| 2018-09-30 | $42k | 2.9k | 14.32 |
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