Edgestream 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 | $6.55M | Buy |
205,320
+171,039
| +499% | +$5.46M | 0.18% | 215 |
|
|
2025
Q1 | $1.12M | Sell |
34,281
-123,833
| -78% | -$4.04M | 0.04% | 588 |
|
|
2024
Q4 | $4.95M | Buy |
+158,114
| New | +$4.95M | 0.21% | 156 |
|
|
2024
Q1 | – | Sell |
-20,843
| Closed | -$533K | – | 868 |
|
|
2023
Q4 | $533K | Buy |
+20,843
| New | +$533K | 0.04% | 599 |
|
|
2023
Q3 | – | Sell |
-51,295
| Closed | -$1.21M | – | 853 |
|
|
2023
Q2 | $1.21M | Buy |
+51,295
| New | +$1.21M | 0.11% | 314 |
|