TAX MANAGED SMALL CAP PORTFOLIO EPRT Holdings History
TAX MANAGED SMALL CAP PORTFOLIO's Essential Properties Realty Trust Inc Holding Summary
As of 2025-04-30, TAX MANAGED SMALL CAP PORTFOLIO held 144,926.00 shares of Essential Properties Realty Trust Inc(EPRT), totaling $4.66 Mil. This investment constitutes 2.49% of their stock portfolio, and TAX MANAGED SMALL CAP PORTFOLIO now holds 0.07% of the outstanding Essential Properties Realty Trust Inc(EPRT) stock.
The initial trade took place in 2021Q4. And since then TAX MANAGED SMALL CAP PORTFOLIO has made 4 purchases of EPRT, at an average price of $27.72, for a total of 194,237.00 shares. In addition, there have been 3 sales at an average price of $31.38 for 49,311.00 shares. Based on historical transaction data and EPRT's current price of $31.15, TAX MANAGED SMALL CAP PORTFOLIO's estimated gain on his EPRT holdings is $678,503.71, reflecting a 12.60% gain to date.
TAX MANAGED SMALL CAP PORTFOLIO EPRT ($31.15) Holding Chart
TAX MANAGED SMALL CAP PORTFOLIO EPRT ($31.15) 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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