Stifel Financial’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 | $5.34M | Sell |
175,734
-117
| -0.1% | -$3.71K | ﹤0.01% | 1311 |
|
|
2025
Q4 | $5.22M | Sell |
175,851
-2,349
| -1% | -$71.6K | ﹤0.01% | 1309 |
|
|
2025
Q3 | $5.3M | Buy |
178,200
+653
| +0.4% | +$20K | ﹤0.01% | 1269 |
|
|
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% | +$105K | 0.01% | 1109 |
|
|
2024
Q4 | $5.44M | Buy |
174,026
+1,596
| +0.9% | +$52.3K | 0.01% | 1162 |
|
|
2024
Q3 | $5.89M | Sell |
172,430
-6,561
| -4% | -$203K | 0.01% | 1117 |
|
|
2024
Q2 | $4.96M | Buy |
178,991
+393
| +0.2% | +$10.5K | 0.01% | 1137 |
|
|
2024
Q1 | $4.76M | Buy |
178,598
+812
| +0.5% | +$20.4K | 0.01% | 1172 |
|
|
2023
Q4 | $4.54M | Sell |
177,786
-2,053
| -1% | -$47.6K | 0.01% | 1155 |
|
|
2023
Q3 | $3.89M | Buy |
179,839
+118,814
| +195% | +$2.83M | 0.01% | 1169 |
|
|
2023
Q2 | $1.44M | Buy |
61,025
+7,635
| +14% | +$186K | ﹤0.01% | 1838 |
|
|
2023
Q1 | $1.33M | Buy |
53,390
+3,570
| +7% | +$88K | ﹤0.01% | 1842 |
|
|
2022
Q4 | $1.17M | Sell |
49,820
-288
| -0.6% | -$6.27K | ﹤0.01% | 1882 |
|
|
2022
Q3 | $975K | Buy |
50,108
+7,243
| +17% | +$165K | ﹤0.01% | 1984 |
|
|
2022
Q2 | $921K | Buy |
42,865
+2,724
| +7% | +$63.3K | ﹤0.01% | 2062 |
|
|
2022
Q1 | $1.02M | Buy |
40,141
+2,887
| +8% | +$74.3K | ﹤0.01% | 2100 |
|
|
2021
Q4 | $1.07M | Buy |
37,254
+256
| +0.7% | +$7.32K | ﹤0.01% | 2070 |
|
|
2021
Q3 | $1.03M | Buy |
36,998
+344
| +0.9% | +$10.2K | ﹤0.01% | 2076 |
|
|
2021
Q2 | $991K | Buy |
36,654
+10,638
| +41% | +$276K | ﹤0.01% | 2105 |
|
|
2021
Q1 | $594K | Buy |
26,016
+859
| +3% | +$19.2K | ﹤0.01% | 2370 |
|
|
2020
Q4 | $533K | Buy |
25,157
+1,978
| +9% | +$38.7K | ﹤0.01% | 2285 |
|
|
2020
Q3 | $425K | Buy |
23,179
+12,836
| +124% | +$217K | ﹤0.01% | 2188 |
|
|
2020
Q2 | $153K | Buy |
+10,343
| New | +$142K | ﹤0.01% | 2646 |
|
Other funds holding EPRT
VPM
VCM
