Moran Wealth Management »

Essential Properties Realty reit shares owned by Moran Wealth Management

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

Historical chart of Moran Wealth 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 Moran Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Essential Properties Realty reit by Moran Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 60k 34.15
2024-06-30 $1.7M 60k 27.71
2024-03-31 $1.7M 62k 26.66
2023-12-31 $1.6M 63k 25.56
2023-06-30 $321k 14k 23.54

More positions owned by Moran Wealth Management

Trane Technologies SHS (TT)
Lockheed Martin Corporation (LMT)
Parker-Hannifin Corporation (PH)
Novo-nordisk A S Adr (NVO)
JPMorgan Chase & Co. (JPM)
Williams-Sonoma (WSM)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Cadence Design Systems (CDNS)
Garmin SHS (GRMN)
Ameriprise Financial (AMP)
Pulte (PHM)
EOG Resources (EOG)
Linde SHS (LIN)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)

View all positions for Moran Wealth Management

Top funds holding Essential Properties Realty reit

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

View all funds holding Essential Properties Realty reit