Steward Partners Investment Advisory’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	$577	Hold	19	–	–	﹤0.01%	4252
2025 Q4	$564	Sell	19 -490	-96%	-$14.9K	﹤0.01%	4143
2025 Q3	$15.1K	Hold	509	–	–	﹤0.01%	3209
2025 Q2	$16.2K	Buy	509 +490	+2,579%	+$15.7K	﹤0.01%	3003
2025 Q1	$620	Buy	+19	New	+$603	﹤0.01%	3835
2024 Q2	–	Sell	-234	Closed	-$6.24K	–	3642
2024 Q1	$6.24K	Buy	+234	New	+$5.87K	﹤0.01%	2976
2020 Q4	–	Sell	-78	Closed	-$1K	–	2914
2020 Q3	$1K	Buy	+78	New	+$1.32K	﹤0.01%	2651
2019 Q4	–	Sell	-150	Closed	-$3K	–	2623
2019 Q3	$3K	Hold	150	–	–	﹤0.01%	2344
2019 Q2	$3K	Buy	+150	New	+$3.06K	﹤0.01%	2343