Sheaff Brock 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
Q1
$714K Sell
21,862
-81
-0.4% -$2.64K 0.07% 213
2024
Q4
$686K Sell
21,943
-346
-2% -$10.8K 0.06% 214
2024
Q3
$761K Sell
22,289
-264
-1% -$9.02K 0.07% 201
2024
Q2
$625K Buy
+22,553
New +$625K 0.06% 218