Polaris Capital Management, LLC EPRT ESSENTIAL PROPERTIES REALTY

Ownership history in Polaris Capital Management, LLC  ·  7 quarters on record

AI Ownership Summary

Polaris Capital Management, LLC reported ESSENTIAL PROPERTIES REALTY (EPRT) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.16% in 2026 Q1. The latest visible filing shows EPRT at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EPRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Polaris Capital Management, LLC's position in ESSENTIAL PROPERTIES REALTY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EPRT was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Polaris Capital Management, LLC held EPRT — position size vs. price
% of Fund (quarterly)    EPRT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 63,200 +2,500 +4.1% 0.16% $1.9M 2026-04-27 $31.10
2025 Q4 UNCHANGED 60,700 0% 0.15% $1.8M 2026-01-29 $29.75
2025 Q3 UNCHANGED 60,700 0% 0.12% $1.8M 2025-10-27 $30.33
2025 Q2 UNCHANGED 60,700 0% 0.13% $1.9M 2025-07-21 $29.55
2025 Q1 ADDED 60,700 +2,500 +4.3% 0.11% $2.0M 2025-05-14 $30.00
2024 Q4 UNCHANGED 58,200 0% 0.09% $1.8M 2025-01-29 $29.96
2024 Q3 INITIATED 58,200 0.10% $2.0M 2024-11-13 $31.18

FAQ About Polaris Capital Management, LLC and EPRT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Polaris Capital Management, LLC reported owning EPRT?

Polaris Capital Management, LLC reported EPRT across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported EPRT position in Polaris Capital Management, LLC's portfolio?

The largest reported portfolio weight for EPRT was 0.16% in 2026 Q1.

What is the latest reported EPRT position on this page?

The most recent filing on this page is 2026 Q1, when Polaris Capital Management, LLC reported 63,200 shares, equal to 0.16% of portfolio, with an estimated market value of $1.9M.

What does the chart on this EPRT ownership page compare?

The chart compares Polaris Capital Management, LLC's quarterly EPRT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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