A detailed history of Heritage Wealth Advisors transactions in Essential Properties Realty Trust, Inc. stock. As of the latest transaction made, Heritage Wealth Advisors holds 1,550 shares of EPRT stock, worth $49,522. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,550
Previous 1,550 -0.0%
Holding current value
$49,522
Previous $42,000 23.81%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Dec 12, 2024

BUY
$23.78 - $26.66 $8,323 - $9,331
350 Added 29.17%
1,550 $41,000
Q1 2024

May 08, 2024

BUY
$23.78 - $26.66 $8,323 - $9,331
350 Added 29.17%
1,550 $41,000
Q4 2023

Dec 12, 2024

BUY
$20.49 - $26.08 $10,245 - $13,040
500 Added 71.43%
1,200 $30,000
Q4 2023

Feb 09, 2024

BUY
$20.49 - $26.08 $10,245 - $13,040
500 Added 71.43%
1,200 $30,000
Q3 2023

Dec 12, 2024

SELL
$21.55 - $26.05 $18,317 - $22,142
-850 Reduced 54.84%
700 $15,000
Q3 2023

Nov 08, 2023

BUY
$21.55 - $26.05 $15,085 - $18,235
700 New
700 $15,000

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 $4.55B
  • 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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