SOVF yields 0.84% · EPRT yields 3.92%● Live data
📍 EPRT pulled ahead of the other in Year 1
Combined, SOVF + EPRT cover 0 of 12 months — good coverage
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The fund invests primarily in common stock of publicly traded U.S. companies that are selected by the fund's investment adviser. The Adviser employs an active management strategy in seeking to achieve the fund’s objective.
Full SOVF Calculator →Essential Properties Realty Trust, Inc., a real estate company, acquires, owns, and manages single-tenant properties in the United States. The company leases its properties to middle-market companies, such as restaurants, car washes, automotive services, medical and dental services, convenience stores, equipment rental, entertainment, early childhood education, grocery, and health and fitness on a long-term basis. As of December 31, 2021, it had a portfolio of 1, 451 properties. The company qualifies as a real estate investment trust for federal income tax purposes. It generally would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. The company was founded in 2016 and is headquartered in Princeton, New Jersey.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.