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Essential Properties Realty reit shares owned by CBIZ Investment Advisory Services

Quarter-by-quarter ownership of Essential Properties Realty reit (EPRT) shares owned by CBIZ Investment Advisory Services from 13F filings

Historical chart of CBIZ Investment Advisory Services investment in Essential Properties Realty reit

Tip: Access up to 7 years of quarterly data

All positions including Essential Properties Realty reit held by CBIZ Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Essential Properties Realty reit by CBIZ Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.1k 70 30.67
2025-12-31 $7.3k 243 29.97
2025-09-30 $2.1k 70 30.06

More positions owned by CBIZ Investment Advisory Services

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)

View all positions for CBIZ Investment Advisory Services

Top funds holding Essential Properties Realty reit

BlackRock
Vanguard Group
Vanguard Portfolio Management
Cohen & Steers Capital Management
State Street Corporation
Wellington Management Company
Invesco
Geode Capital Management
Daiwa Securities Group
Two Sigma Investments
Morgan Stanley
Prudential Financial
FMR
Massachusetts Financial Services
Alyeska Investment Group

View all funds holding Essential Properties Realty reit