Jackson Creek Investment Advisors’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 | $1.97M | Buy |
61,596
+8,436
| +16% | +$269K | 0.53% | 34 |
|
|
2025
Q1 | $1.74M | Sell |
53,160
-35
| -0.1% | -$1.14K | 0.55% | 24 |
|
|
2024
Q4 | $1.66M | Sell |
53,195
-1,649
| -3% | -$51.6K | 0.5% | 51 |
|
|
2024
Q3 | $1.87M | Buy |
54,844
+12,301
| +29% | +$420K | 0.55% | 23 |
|
|
2024
Q2 | $1.18M | Sell |
42,543
-68
| -0.2% | -$1.88K | 0.43% | 66 |
|
|
2024
Q1 | $1.14M | Buy |
+42,611
| New | +$1.14M | 0.41% | 83 |
|
|
2023
Q4 | – | Sell |
-41,068
| Closed | -$888K | – | 322 |
|
|
2023
Q3 | $888K | Sell |
41,068
-32
| -0.1% | -$692 | 0.38% | 123 |
|
|
2023
Q2 | $967K | Buy |
41,100
+3,030
| +8% | +$71.3K | 0.39% | 102 |
|
|
2023
Q1 | $946K | Buy |
+38,070
| New | +$946K | 0.4% | 76 |
|