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EP Wealth Advisors’s Essential Properties Realty Trust EPRT Stock Holding History

EP Wealth Advisors’s Portfolio EPRT Stock Details EPRT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$292K Buy
9,144
+632
+7% +$20.2K ﹤0.01% 1035
2025
Q1 		$278K Buy
8,512
+2,021
+31% +$66K ﹤0.01% 952
2024
Q4 		$203K Buy
+6,491
New +$203K ﹤0.01% 1078