Cerity Partners’s Essential Properties Realty Trust EPRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Sell |
8,980
-1,129
| -11% | -$36K | ﹤0.01% | 2172 |
|
|
2025
Q1 | $330K | Sell |
10,109
-7,756
| -43% | -$253K | ﹤0.01% | 1969 |
|
|
2024
Q4 | $575K | Buy |
17,865
+6,168
| +53% | +$199K | ﹤0.01% | 1681 |
|
|
2024
Q3 | $399K | Buy |
11,697
+4,289
| +58% | +$146K | ﹤0.01% | 1898 |
|
|
2024
Q2 | $205K | Buy |
+7,408
| New | +$205K | ﹤0.01% | 2017 |
|
|
2023
Q2 | – | Sell |
-1,915
| Closed | -$892K | – | 1739 |
|
|
2023
Q1 | $892K | Buy |
+1,915
| New | +$892K | ﹤0.01% | 1027 |
|