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Essential Properties Realty reit shares owned by Richardson Financial Services

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

Historical chart of Richardson Financial Services investment in Essential Properties Realty reit

Tip: Access up to 7 years of quarterly data

All positions including Essential Properties Realty reit held by Richardson Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Essential Properties Realty reit by Richardson Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.7k 252 26.66
2023-12-31 $6.6k 257 25.56

More positions owned by Richardson Financial Services

SPDR S&P 500 Etf - Equity (SPLG)
Vanguard Value ETF Exchange Traded Fund (VTV)
Vanguard Growth ETF Exchange Traded Fund (VUG)
Apple Common Stock (AAPL)
Amazon.com Common Stock (AMZN)
Spdr S&p Developed World Ex-us Etf - Equity (SPDW)
Spdr Portfolio Emerging Markets Etf - Equity (SPEM)
Ishares High Yield Corp Etf - Fixed Income (HYG)
Vanguard S&p 500 Etf - Equity (VOO)
Microsoft Corp Common Stock (MSFT)
Vanguard Ftse Developed Markets Etf - Equity (VEA)
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG)
NVIDIA Corp Common Stock (NVDA)
Vanguard Small Cap Growth Etf Etf - Equity (VBK)
iShares Core MSCI Europe ETF Exchange Traded Fund (IEUR)

View all positions for Richardson Financial Services

Top funds holding Essential Properties Realty reit

BlackRock
Vanguard Group
Wellington Management Company
Morgan Stanley
Deutsche Bank Aktiengesellschaft
T. Rowe Price Investment Management
Geode Capital Management
FMR
Principal Financial Group
Alyeska Investment Group
Russell Investments
Charles Schwab Investment Management
Dimensional Fund Advisors
Nuveen Asset Management
Millennium Management

View all funds holding Essential Properties Realty reit