Blue Trust Inc’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
2025 Q4	–	Sell	-9	Closed	-$268	–	2582
2025 Q3	$268	Hold	9	–	–	﹤0.01%	2495
2025 Q2	$287	Hold	9	–	–	﹤0.01%	2362
2025 Q1	$294	Hold	9	–	–	﹤0.01%	2403
2024 Q4	$282	Sell	9 -809	-99%	-$26.5K	﹤0.01%	2366
2024 Q3	$22.7K	Buy	818 +399	+95%	+$12.3K	﹤0.01%	1894
2024 Q2	$11.2K	Buy	+419	New	+$11.2K	﹤0.01%	1896
2024 Q1	–	Sell	-244	Closed	-$5K	–	2345
2023 Q4	$5K	Buy	+244	New	+$5.66K	﹤0.01%	1827
2023 Q3	–	Sell	-8	Closed	–	–	2107
2023 Q2	$0	Sell	8 -5	-38%	-$122	﹤0.01%	2152
2023 Q1	$0	Sell	13 -24	-65%	-$592	﹤0.01%	2400
2022 Q4	$1K	Buy	37 +7	+23%	+$152	﹤0.01%	2047
2022 Q3	$1K	Buy	+30	New	+$683	﹤0.01%	1913