Calvert Small Cap Fund EPRT Holdings History
Calvert Small Cap Fund's Essential Properties Realty Trust Inc Holding Summary
As of 2025-03-31, Calvert Small Cap Fund held 1.83 Mil shares of Essential Properties Realty Trust Inc(EPRT), totaling $59.73 Mil. This investment constitutes 2.4% of their stock portfolio, and Calvert Small Cap Fund now holds 0.93% of the outstanding Essential Properties Realty Trust Inc(EPRT) stock.
The initial trade took place in 2019Q4. And since then Calvert Small Cap Fund has made 15 purchases of EPRT, at an average price of $22.71, for a total of 4.39 Mil shares. In addition, there have been 5 sales at an average price of $25.28 for 2.56 Mil shares. Based on historical transaction data and EPRT's current price of $30.65, Calvert Small Cap Fund's estimated gain on his EPRT holdings is $21.07 Mil, reflecting a 21.16% gain to date.
Calvert Small Cap Fund EPRT ($30.65) Holding Chart
Calvert Small Cap Fund EPRT ($30.65) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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