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Essential Properties Realty reit shares owned by CSM Advisors

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

Historical chart of CSM Advisors investment in Essential Properties Realty reit

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Essential Properties Realty reit by CSM Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $234k 7.8k 29.94
2025-09-30 $568k 19k 29.86
2025-06-30 $606k 19k 31.87

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Top funds holding Essential Properties Realty reit

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

View all funds holding Essential Properties Realty reit