Integrated Wealth Concepts LLC Essential Properties Realty Trust, Inc. Transaction History

Integrated Wealth Concepts LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 08, 2022	SELL	$20.08 - $26.55 $160,981 - $212,851	-8,017 Closed	0 $0
Q1 2022 May 12, 2022	BUY	$24.26 - $29.3 $194,492 - $234,898	8,017 New	8,017 $203,000
Q4 2021 Feb 15, 2022	SELL	$26.48 - $30.58 $372,864 - $430,596	-14,081 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$27.23 - $32.68 $3,648 - $4,379	-134 Reduced 0.94%	14,081 $393,000
Q2 2021 Aug 13, 2021	SELL	$23.58 - $28.88 $60,954 - $74,654	-2,585 Reduced 15.39%	14,215 $384,000
Q1 2021 May 13, 2021	SELL	$20.41 - $24.92 $29,594 - $36,134	-1,450 Reduced 7.95%	16,800 $384,000
Q4 2020 Feb 12, 2021	BUY	$16.52 - $21.49 $301,490 - $392,192	18,250 New	18,250 $387,000

340

191M

63.1K

17K

Ticker EPRT
Exchange NYSE
Sector Real Estate
Industry REIT—Diversified
Shares Outstandng 142,376,992
Market Cap $4.49B
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...

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