UMB Bank’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
$26K Buy
816
+148
+22% +$4.72K ﹤0.01% 1307
2025
Q1
$21.8K Buy
668
+207
+45% +$6.76K ﹤0.01% 1301
2024
Q4
$14.4K Hold
461
﹤0.01% 1365
2024
Q3
$15.7K Buy
461
+274
+147% +$9.36K ﹤0.01% 1320
2024
Q2
$5.18K Buy
187
+119
+175% +$3.3K ﹤0.01% 1425
2024
Q1
$1.81K Buy
+68
New +$1.81K ﹤0.01% 1568
2022
Q2
Sell
-41
Closed -$1K 1931
2022
Q1
$1K Hold
41
﹤0.01% 1897
2021
Q4
$1K Buy
+41
New +$1K ﹤0.01% 1904