Clear Investment Research’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	–	Hold	0	–	–	–	105
2025 Q3	–	Hold	0	–	–	–	256
2025 Q2	–	Hold	0	–	–	–	233
2025 Q1	–	Hold	0	–	–	–	229
2024 Q4	–	Hold	0	–	–	–	228
2024 Q3	–	Hold	0	–	–	–	227
2024 Q2	–	Hold	0	–	–	–	212
2024 Q1	–	Hold	0	–	–	–	233
2023 Q4	–	Sell	-595	Closed	-$13.8K	–	271
2023 Q3	$12.9K	Buy	595 +7	+1%	+$167	0.02%	125
2023 Q2	$13.9K	Buy	588 +6	+1%	+$146	0.02%	127
2023 Q1	$14.5K	Buy	582 +7	+1%	+$173	0.03%	123
2022 Q4	$14K	Buy	575 +8	+1%	+$174	0.03%	112
2022 Q3	$11K	Buy	567 +6	+1%	+$137	0.02%	116
2022 Q2	$12K	Buy	561 +6	+1%	+$140	0.03%	101
2022 Q1	$14K	Buy	555 +5	+0.9%	+$129	0.03%	109
2021 Q4	$16K	Buy	550 +5	+0.9%	+$143	0.02%	109
2021 Q3	$15K	Buy	545 +5	+0.9%	+$149	0.02%	110
2021 Q2	$15K	Buy	540 +5	+0.9%	+$130	0.03%	111
2021 Q1	$12K	Buy	535 +6	+1%	+$134	0.02%	101
2020 Q4	$11K	Buy	529 +6	+1%	+$117	0.02%	95
2020 Q3	$10K	Buy	523 +8	+2%	+$136	0.02%	88
2020 Q2	$8K	Buy	515 +11	+2%	+$151	0.02%	93
2020 Q1	$7K	Buy	504 +4	+0.8%	+$93	0.02%	89
2019 Q4	$12K	Buy	+500	New	+$12.6K	0.02%	86