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CAPTRUST FINANCIAL ADVISORS: EPRT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on EPRT, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 154,955 EPRT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 154,955 shares
    Change vs previous 13F -5,973 shares

    0.01% of the 13F portfolio, value $4,625,414.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 160,928 shares
    Change vs previous 13F +150,830 shares

    0.01% of the 13F portfolio, value $4,885,782.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,098 shares
    Change vs previous 13F +2,008 shares

    <0.01% of the 13F portfolio, value $299,514.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,090 shares
    Change vs previous 13F +288 shares

    <0.01% of the 13F portfolio, value $240,758.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,802 shares
    Change vs previous 13F +50 shares

    <0.01% of the 13F portfolio, value $248,962.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,752 shares
    Change vs previous 13F +392 shares

    <0.01% of the 13F portfolio, value $253,025.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,360 shares
    Change vs previous 13F +150 shares

    <0.01% of the 13F portfolio, value $230,221.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,210 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $246,222.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).