CIBC Private Wealth Group’s Essential Properties Realty Trust EPRT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$66.9K Buy
2,098
+42
+2% +$1.34K ﹤0.01% 1551
2025
Q1
$58.5K Buy
2,056
+56
+3% +$1.59K ﹤0.01% 1578
2024
Q4
$63.2K Hold
2,000
﹤0.01% 1600
2024
Q3
$68.3K Hold
2,000
﹤0.01% 1657
2024
Q2
$56.6K Hold
2,000
﹤0.01% 1630
2024
Q1
$52.4K Buy
+2,000
New +$52.4K ﹤0.01% 1660