Evergreen Capital Management’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 | $275K | Buy |
8,529
+1,018
| +14% | +$32.8K | 0.01% | 841 |
|
|
2025
Q1 | $247K | Sell |
7,511
-39
| -0.5% | -$1.28K | 0.01% | 867 |
|
|
2024
Q4 | $238K | Buy |
7,550
+10
| +0.1% | +$316 | 0.01% | 870 |
|
|
2024
Q3 | $260K | Sell |
7,540
-65
| -0.9% | -$2.24K | 0.01% | 784 |
|
|
2024
Q2 | $213K | Buy |
+7,605
| New | +$213K | 0.01% | 831 |
|
|
2023
Q4 | – | Sell |
-10,851
| Closed | -$238K | – | 861 |
|
|
2023
Q3 | $238K | Buy |
10,851
+1,091
| +11% | +$23.9K | 0.01% | 643 |
|
|
2023
Q2 | $232K | Buy |
9,760
+1,058
| +12% | +$25.1K | 0.01% | 662 |
|
|
2023
Q1 | $218K | Buy |
+8,702
| New | +$218K | 0.01% | 625 |
|