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Essential Properties Realty reit shares owned by Lifestyle Asset Management

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

Historical chart of Lifestyle Asset 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 Lifestyle Asset 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 Lifestyle Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $373k 13k 29.76
2025-06-30 $274k 8.6k 31.91

More positions owned by Lifestyle Asset Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Bloomberg Intl (IBND)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Exxon Mobil Corporation (XOM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Spdr Series Trust Bloomberg Intl T (BWX)

View all positions for Lifestyle Asset 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