Perennial Investment 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
2025
Q2
$877K Sell
2025
Q1
$936K Sell
2024
Q4
$907K Hold
2024
Q3
$990K Sell
2024
Q2
$808K Hold
2024
Q1
$777K Sell
2023
Q4
$747K Sell
2023
Q3
$711K Hold
2023
Q2
$774K Hold
2023
Q1
$817K Buy