UMB Bank’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	$33.1K	Buy	1,089 +54	+5%	+$1.71K	﹤0.01%	1420
2025 Q4	$30.7K	Buy	1,035 +227	+28%	+$6.92K	﹤0.01%	1417
2025 Q3	$24K	Sell	808 -8	-1%	-$245	﹤0.01%	1387
2025 Q2	$26K	Buy	816 +148	+22%	+$4.73K	﹤0.01%	1307
2025 Q1	$21.8K	Buy	668 +207	+45%	+$6.57K	﹤0.01%	1301
2024 Q4	$14.4K	Hold	461	–	–	﹤0.01%	1365
2024 Q3	$15.7K	Buy	461 +274	+147%	+$8.46K	﹤0.01%	1320
2024 Q2	$5.18K	Buy	187 +119	+175%	+$3.17K	﹤0.01%	1425
2024 Q1	$1.81K	Buy	+68	New	+$1.71K	﹤0.01%	1568
2022 Q2	–	Sell	-41	Closed	-$1K	–	1931
2022 Q1	$1K	Hold	41	–	–	﹤0.01%	1897
2021 Q4	$1K	Buy	+41	New	+$1.17K	﹤0.01%	1904