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Essential Properties Realty reit shares owned by Creative Planning

Quarter-by-quarter ownership of Essential Properties Realty reit (EPRT) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Essential Properties Realty reit

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Essential Properties Realty reit by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $279k 11k 25.56

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Ishares Tr Core S&p500 Etf (IVV)
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Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
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Wisdomtree Tr Emg Mkts Smcap (DGS)
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Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Creative Planning

Top funds holding Essential Properties Realty reit

Vanguard Group
Wellington Management Company
Deutsche Bank Aktiengesellschaft
Principal Financial Group
Russell Investments
Charles Schwab Investment Management
Dimensional Fund Advisors
Norges Bank Investment Management
Bank of New York Mellon
Brown Advisory Holdings Incorporated
AEW Capital Management
Brookfield Asset Management
Legal & General Group
Citadel Advisors
Alyeska Investment Group

View all funds holding Essential Properties Realty reit