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
2023-12-31 $1.6M 63k 25.56
2023-06-30 $321k 14k 23.54

More positions owned by Moran Wealth Management

Cadence Design Systems (CDNS)
Parker-Hannifin Corporation (PH)
Novo-nordisk A S Adr (NVO)
Trane Technologies SHS (TT)
Merck & Co (MRK)
Microsoft Corporation (MSFT)
Williams-Sonoma (WSM)
EOG Resources (EOG)
Celanese Corporation (CE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Lockheed Martin Corporation (LMT)
Linde SHS (LIN)
JPMorgan Chase & Co. (JPM)
Bhp Group Sponsored Ads (BHP)
Exxon Mobil Corporation (XOM)

View all positions for Moran Wealth Management

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