PIA
Perennial Investment Advisors’s Essential Properties Realty Trust EPRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $877K | Sell |
27,494
-1,171
| -4% | -$37.4K | 0.08% | 190 |
|
|
2025
Q1 | $936K | Sell |
28,665
-328
| -1% | -$10.7K | 0.11% | 168 |
|
|
2024
Q4 | $907K | Hold |
28,993
| – | – | 0.11% | 161 |
|
|
2024
Q3 | $990K | Sell |
28,993
-150
| -0.5% | -$5.12K | 0.13% | 140 |
|
|
2024
Q2 | $808K | Hold |
29,143
| – | – | 0.12% | 147 |
|
|
2024
Q1 | $777K | Sell |
29,143
-82
| -0.3% | -$2.19K | 0.12% | 145 |
|
|
2023
Q4 | $747K | Sell |
29,225
-3,650
| -11% | -$93.3K | 0.12% | 138 |
|
|
2023
Q3 | $711K | Hold |
32,875
| – | – | 0.13% | 134 |
|
|
2023
Q2 | $774K | Hold |
32,875
| – | – | 0.14% | 129 |
|
|
2023
Q1 | $817K | Buy |
+32,875
| New | +$817K | 0.15% | 117 |
|