EPRT — ESSENTIAL PROPERTIES REALTY TRUST, INC. CMN

Ownership history in FORA Capital, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which FORA Capital, LLC reported a position in ESSENTIAL PROPERTIES REALTY TRUST, INC. CMN (EPRT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.04% (2025 Q3)
Avg. % of fund
0.02%
First filed
2021 Q1
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 7,395 +448 +6.4% 0.04% $220K $29.45
2025 Q1 REDUCED 6,947 -1,917 -21.6% 0.02% $227K $31.68
2023 Q1 ADDED 8,864 +5,148 +138.5% 0.02% $220K $22.16
2021 Q2 ADDED 3,716 +1,702 +84.5% 0.02% $100K $22.32
2021 Q1 INITIATED 2,014 — — 0.02% $46K $18.67
% of Fund (quarterly)    EPRT price (monthly, adj. close)

Other funds also holding EPRT

As of 2025 Q4 — sorted by position size

Hazelview Securities Inc. 3Y 7Y 2.9% B&I Capital AG 3Y 2.67% GSI Capital Advisors LLC 3Y 7Y 2.45% Gillson Capital LP 3Y 7Y 1.76% Aurora Investment Counsel 3Y 7Y 1.55% PGGM Investments 3Y 7Y 1.29% DUFF & PHELPS INVESTMENT MANAGEMENT CO 3Y 7Y 1.15% COHEN & STEERS, INC. 3Y 7Y 1.0% Truvestments Capital LLC 3Y 7Y 0.68% CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 3Y 7Y 0.66%
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