A detailed history of Ever Source Wealth Advisors, LLC transactions in Essential Properties Realty Trust, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 663 shares of EPRT stock, worth $21,772. This represents 0.0% of its overall portfolio holdings.

Number of Shares
663
Previous 1,266 47.63%
Holding current value
$21,772
Previous $35,000 37.14%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$27.45 - $34.49 $16,552 - $20,797
-603 Reduced 47.63%
663 $22,000
Q2 2024

Aug 13, 2024

SELL
$24.76 - $27.95 $10,844 - $12,242
-438 Reduced 25.7%
1,266 $35,000
Q1 2024

Jun 11, 2024

SELL
$23.78 - $26.66 $10,867 - $12,183
-457 Reduced 21.15%
1,704 $45,000
Q4 2023

Feb 09, 2024

SELL
$20.49 - $26.08 $5,409 - $6,885
-264 Reduced 10.89%
2,161 $55,000
Q3 2023

Nov 03, 2023

SELL
$21.55 - $26.05 $22,799 - $27,560
-1,058 Reduced 30.38%
2,425 $52,000
Q2 2023

Aug 04, 2023

SELL
$22.91 - $25.31 $7,674 - $8,478
-335 Reduced 8.77%
3,483 $81,000
Q1 2023

May 11, 2023

BUY
$22.86 - $26.19 $11,178 - $12,806
489 Added 14.69%
3,818 $94,000
Q4 2022

Feb 09, 2023

SELL
$19.16 - $23.55 $33,051 - $40,623
-1,725 Reduced 34.13%
3,329 $78,000
Q3 2022

Nov 07, 2022

BUY
$19.07 - $25.39 $14,550 - $19,372
763 Added 17.78%
5,054 $98,000
Q2 2022

Aug 01, 2022

BUY
$20.08 - $26.55 $86,163 - $113,926
4,291 New
4,291 $92,000

Others Institutions Holding EPRT

About ESSENTIAL PROPERTIES REALTY TRUST, INC.


  • Ticker EPRT
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Diversified
  • Shares Outstandng 142,376,992
  • Market Cap $4.68B
  • Description
  • Essential Properties Realty Trust, Inc., a real estate company, acquires, owns, and manages single-tenant properties in the United States. The company leases its properties to middle-market companies, such as restaurants, car washes, automotive services, medical and dental services, convenience stores, equipment rental, entertainment, early chil...
More about EPRT
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