CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Essential Properties Realty Trust EPRT Stock Holding History

CAPTRUST Financial Advisors’s Portfolio EPRT Stock Details EPRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$249K Buy
2025
Q1 		$253K Buy
2024
Q4 		$230K Buy
2024
Q3 		$246K Buy
2024
Q1 		– Sell
2023
Q4 		$337K Sell
2023
Q3 		$323K Buy
2023
Q2 		– Sell
2023
Q1 		$207K Sell
2022
Q4 		$225K Buy