Bell Investment Advisors’s Essential Properties Realty Trust EPRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.5K	Sell	512 -60	-10%	-$1.9K	﹤0.01%	519
2025 Q4	$17K	Sell	572 -17	-3%	-$518	﹤0.01%	500
2025 Q3	$17.5K	Buy	589 +17	+3%	+$520	﹤0.01%	446
2025 Q2	$18.3K	Sell	572 -125	-18%	-$3.99K	﹤0.01%	452
2025 Q1	$22.8K	Buy	697 +125	+22%	+$3.97K	﹤0.01%	353
2024 Q4	$17.9K	Sell	572 -27	-5%	-$885	﹤0.01%	421
2024 Q3	$20.5K	Sell	599 -23	-4%	-$711	﹤0.01%	396
2024 Q2	$17.2K	Buy	622 +38	+7%	+$1.01K	﹤0.01%	430
2024 Q1	$15.6K	Buy	584 +38	+7%	+$953	﹤0.01%	437
2023 Q4	$14K	Buy	546 +261	+92%	+$6.05K	﹤0.01%	449
2023 Q3	$6.17K	Buy	285 +47	+20%	+$1.12K	﹤0.01%	706
2023 Q2	$5.6K	Sell	238 -23	-9%	-$560	﹤0.01%	759
2023 Q1	$6.49K	Sell	261 -7	-3%	-$173	﹤0.01%	655
2022 Q4	$6.29K	Buy	268 +74	+38%	+$1.61K	﹤0.01%	691
2022 Q3	$4K	Sell	194 -301	-61%	-$6.86K	﹤0.01%	773
2022 Q2	$11K	Buy	+495	New	+$11.5K	﹤0.01%	397
2021 Q4	$1K	Sell	18 -3	-14%	-$86	﹤0.01%	1420
2021 Q3	$1K	Buy	+21	New	+$625	﹤0.01%	1360