MERITAGE PORTFOLIO MANAGEMENT
CIK
0000881432
City
OVERLAND PARK
State / Country
KS
Holdings in EPRT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,912,365 | 199,338 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $6,262,337 | 210,428 | Shares | Sole | 2025-10-28 |
| 2025-06-30 | $7,612,992 | 238,577 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $7,797,989 | 238,909 | Shares | Sole | 2025-04-28 |
| 2024-12-31 | $5,158,541 | 164,915 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $5,752,021 | 168,434 | Shares | Sole | 2024-11-04 |
| 2024-06-30 | $388,605 | 14,024 | Shares | Sole | 2024-08-09 |