Question 1

Which hedge funds and institutional investors hold EPRT?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for EPRT shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for EPRT whale holdings?

Accepted Answer

Conviction level reflects how significant EPRT is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to EPRT, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for EPRT?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about EPRT?

Accepted Answer

QoQ changes for EPRT show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	11.5M	$351.6M	0.0%	$2896.4B
Two Sigma	5.2M	$157.4M	0.1%	$123.9B
Balyasny	2.6M	$78.0M	0.1%	$77.1B
Capital World	1.1M	$34.9M	0.0%	$732.9B
American Century	1.1M	$32.6M	0.0%	$194.3B
Tudor	1.0M	$30.6M	0.1%	$53.9B
Marshall Wace	840.3K	$25.5M	0.0%	$100.4B
Geode Capital	744.1K	$22.6M	0.0%	$1607.5B
Wellington	575.1K	$17.5M	0.0%	$535.5B
Adage Capital	400.0K	$12.1M	0.0%	$64.8B
Millennium	181.6K	$5.5M	0.0%	$240.3B
Citadel	105.6K	$3.2M	0.0%	$618.5B
Caxton	76.3K	$2.3M	0.1%	$4.4B
DFA	60.9K	$1.8M	0.0%	$481.4B
Northern Trust	55.4K	$1.7M	0.0%	$756.6B
Brevan Howard	45.3K	$1.4M	0.0%	$11.3B
Franklin Templeton	11.4K	$345K	0.0%	$408.3B
Gotham Asset	10.3K	$312K	0.0%	$32.7B
Hudson Bay	10.1K	$306K	0.0%	$29.0B
Citadel	7.8K	$237K	—	$618.5B
Neuberger Berman (Eisman)	5.5K	$168K	0.0%	$131.4B
Fidelity (FMR)	3.4K	$103K	—	$1898.4B
BlackRock	430	$13K	—	$5723.5B
AQR Capital	21	$638	—	$218.4B

EPRT

Who Holds EPRT

Changes This Quarter