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

Corient Private Wealth’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 		– Sell
2025
Q1 		$484K Sell
2024
Q4 		$526K Sell
2024
Q3 		$593K Sell
2024
Q2 		$487K Buy
2024
Q1 		$463K Buy
2023
Q4 		$438K Buy
2023
Q3 		$367K Buy
2023
Q2 		$380K Sell
2023
Q1 		$402K Buy