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MERITAGE PORTFOLIO MANAGEMENT: EPRT position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 199,338 EPRT shares at 2025-12-31 per its 13F-HR filed 2026-01-27.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 199,338 shares
    Change vs previous 13F -11,090 shares

    0.39% of the 13F portfolio, value $5,912,365.

    13F-HR 0000881432-26-000002 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 210,428 shares
    Change vs previous 13F -28,149 shares

    0.42% of the 13F portfolio, value $6,262,337.

    13F-HR 0000881432-25-000015 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 238,577 shares
    Change vs previous 13F -332 shares

    0.48% of the 13F portfolio, value $7,612,992.

    13F-HR 0000881432-25-000011 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 238,909 shares
    Change vs previous 13F +73,994 shares

    0.52% of the 13F portfolio, value $7,797,990.

    13F-HR 0000881432-25-000006 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 164,915 shares
    Change vs previous 13F -3,519 shares

    0.32% of the 13F portfolio, value $5,158,541.

    13F-HR 0000881432-25-000002 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 168,434 shares
    Change vs previous 13F +154,410 shares

    0.35% of the 13F portfolio, value $5,752,000.

    13F-HR 0000881432-24-000018 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 14,024 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $389,000.

    13F-HR 0000881432-24-000011 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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