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Essential Properties Realty reit shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $337k 13k 25.56
2023-09-30 $323k 15k 21.63
2023-03-31 $207k 8.3k 24.85
2022-12-31 $225k 9.6k 23.47
2022-06-30 $137k 6.4k 21.44

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View all positions for Captrust Financial Advisors

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