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Essential Properties Realty reit shares owned by Napa Wealth Management

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

Historical chart of Napa 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 Napa Wealth 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 Napa Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $269k 9.0k 29.76
2024-09-30 $333k 9.7k 34.15
2024-06-30 $221k 8.0k 27.71

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View all positions for Napa Wealth 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