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Essential Properties Realty reit shares owned by Meritage Portfolio Management

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

Historical chart of Meritage Portfolio Management investment in Essential Properties Realty reit

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All positions including Essential Properties Realty reit held by Meritage Portfolio 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 Meritage Portfolio Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.2M 165k 31.28
2024-09-30 $5.8M 168k 34.15
2024-06-30 $389k 14k 27.74

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Top funds holding Essential Properties Realty reit

BlackRock
Vanguard Group
State Street Corporation
Wellington Management Company
Cohen & Steers Capital Management
Deutsche Bank Aktiengesellschaft
Morgan Stanley
T. Rowe Price Investment Management
Invesco
Geode Capital Management
FMR
Prudential Financial
Principal Financial Group
Charles Schwab Investment Management
Norges Bank Investment Management

View all funds holding Essential Properties Realty reit