Commonwealth Equity Services
EPRT icon

Commonwealth Equity Services’s Essential Properties Realty Trust EPRT Stock Holding History

Commonwealth Equity Services’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
2026
Q1 		$422K Sell
13,907
-195
-1% -$6.18K ﹤0.01% 3367
2025
Q4 		$418K Buy
14,102
+1,542
+12% +$47K ﹤0.01% 3331
2025
Q3 		$374K Sell
12,560
-3,822
-23% -$117K ﹤0.01% 3437
2025
Q2 		$523K Buy
16,382
+1,240
+8% +$39.6K ﹤0.01% 3101
2025
Q1 		$494K Buy
15,142
+5,102
+51% +$162K ﹤0.01% 3031
2024
Q4 		$314K Sell
10,040
-4,089
-29% -$134K ﹤0.01% 3360
2024
Q3 		$483K Buy
14,129
+3,729
+36% +$115K ﹤0.01% 2918
2024
Q2 		$288K Sell
10,400
-396
-4% -$10.6K ﹤0.01% 3329
2024
Q1 		$288K Sell
10,796
-843
-7% -$21.1K ﹤0.01% 3315
2023
Q4 		$298K Buy
11,639
+361
+3% +$8.37K ﹤0.01% 3178
2023
Q3 		$244K Sell
11,278
-860
-7% -$20.5K ﹤0.01% 3208
2023
Q2 		$286K Buy
12,138
+1,059
+10% +$25.8K ﹤0.01% 3089
2023
Q1 		$275 Buy
+11,079
New +$273K ﹤0.01% 3036

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VCM
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Daiwa Securities Group
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Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return