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Essential Properties Realty reit shares owned by BCO Wealth Management

Quarter-by-quarter ownership of Essential Properties Realty reit (EPRT) shares owned by BCO Wealth Management from 13F filings

Historical chart of BCO Wealth Management investment in Essential Properties Realty reit

Tip: Access up to 7 years of quarterly data

All positions including Essential Properties Realty reit held by BCO Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Essential Properties Realty reit by BCO Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $287k 9.7k 29.76
2025-06-30 $308k 9.7k 31.91
2025-03-31 $315k 9.7k 32.64

More positions owned by BCO Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard World Mega Grwth Ind (MGK)

View all positions for BCO Wealth Management

Top funds holding Essential Properties Realty reit

BlackRock
Vanguard Group
State Street Corporation
Cohen & Steers Capital Management
Wellington Management Company
Invesco
Geode Capital Management
Morgan Stanley
FMR
Balyasny Asset Management
Charles Schwab Investment Management
Deutsche Bank Aktiengesellschaft
Dimensional Fund Advisors
Duff & Phelps Investment Management
Citadel Advisors

View all funds holding Essential Properties Realty reit