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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$53.1K	Hold	1,750	–	–	﹤0.01%	319
2025 Q4	$51.9K	Buy	1,750 +200	+13%	+$6.1K	﹤0.01%	318
2025 Q3	$46.1K	Hold	1,550	–	–	﹤0.01%	305
2025 Q2	$49.5K	Hold	1,550	–	–	﹤0.01%	296
2025 Q1	$50.6K	Hold	1,550	–	–	﹤0.01%	302
2024 Q4	$48.5K	Hold	1,550	–	–	﹤0.01%	310
2024 Q3	$52.9K	Hold	1,550	–	–	﹤0.01%	323
2024 Q2	$43K	Hold	1,550	–	–	﹤0.01%	323
2024 Q1	$41.3K	Buy	1,550 +350	+29%	+$8.77K	﹤0.01%	341
2023 Q4	$30.7K	Buy	1,200 +500	+71%	+$11.6K	﹤0.01%	378
2023 Q3	$15.1K	Buy	+700	New	+$16.7K	﹤0.01%	398