Wellington Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258M | Sell |
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|
2025
Q1 | $278M | Buy |
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|
2024
Q4 | $265M | Sell |
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|
2024
Q3 | $332M | Sell |
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|
2024
Q2 | $274M | Sell |
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|
2024
Q1 | $273M | Buy |
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|
2023
Q4 | $254M | Buy |
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|
2023
Q3 | $181M | Sell |
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|
2023
Q2 | $208M | Sell |
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|
2023
Q1 | $220M | Sell |
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|
2022
Q4 | $211M | Sell |
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|
2022
Q3 | $223M | Buy |
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|
2022
Q2 | $238M | Sell |
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|
2022
Q1 | $281M | Buy |
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|
2021
Q4 | $318M | Sell |
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|
2021
Q3 | $315M | Sell |
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|
2021
Q2 | $326M | Sell |
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|
2021
Q1 | $288M | Buy |
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|
2020
Q4 | $255M | Buy |
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|
2020
Q3 | $188M | Buy |
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|
2020
Q2 | $101M | Buy |
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|
2020
Q1 | $58.9M | Buy |
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|
2019
Q4 | $63.2M | Buy |
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|
2019
Q3 | $57.3M | Buy |
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|
2019
Q2 | $865K | Sell |
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|
2019
Q1 | $871K | Buy |
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