Stifel Financial’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
$5.67M Buy
177,547
+218
+0.1% +$6.96K 0.01% 1190
2025
Q1
$5.78M Buy
177,329
+3,303
+2% +$108K 0.01% 1109
2024
Q4
$5.44M Buy
174,026
+1,596
+0.9% +$49.9K 0.01% 1162
2024
Q3
$5.89M Sell
172,430
-6,561
-4% -$224K 0.01% 1117
2024
Q2
$4.96M Buy
178,991
+393
+0.2% +$10.9K 0.01% 1137
2024
Q1
$4.76M Buy
178,598
+812
+0.5% +$21.6K 0.01% 1172
2023
Q4
$4.54M Sell
177,786
-2,053
-1% -$52.5K 0.01% 1155
2023
Q3
$3.89M Buy
179,839
+118,814
+195% +$2.57M 0.01% 1169
2023
Q2
$1.44M Buy
61,025
+7,635
+14% +$180K ﹤0.01% 1838
2023
Q1
$1.33M Buy
53,390
+3,570
+7% +$88.7K ﹤0.01% 1842
2022
Q4
$1.17M Sell
49,820
-288
-0.6% -$6.76K ﹤0.01% 1882
2022
Q3
$975K Buy
50,108
+7,243
+17% +$141K ﹤0.01% 1984
2022
Q2
$921K Buy
42,865
+2,724
+7% +$58.5K ﹤0.01% 2062
2022
Q1
$1.02M Buy
40,141
+2,887
+8% +$73.1K ﹤0.01% 2100
2021
Q4
$1.07M Buy
37,254
+256
+0.7% +$7.38K ﹤0.01% 2070
2021
Q3
$1.03M Buy
36,998
+344
+0.9% +$9.61K ﹤0.01% 2076
2021
Q2
$991K Buy
36,654
+10,638
+41% +$288K ﹤0.01% 2105
2021
Q1
$594K Buy
26,016
+859
+3% +$19.6K ﹤0.01% 2370
2020
Q4
$533K Buy
25,157
+1,978
+9% +$41.9K ﹤0.01% 2285
2020
Q3
$425K Buy
23,179
+12,836
+124% +$235K ﹤0.01% 2188
2020
Q2
$153K Buy
+10,343
New +$153K ﹤0.01% 2646