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Essential Properties Realty reit shares owned by Selective Wealth Management

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

Historical chart of Selective 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 Selective 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 Selective Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $698k 21k 32.74
2024-06-30 $588k 21k 27.84
2024-03-31 $528k 21k 25.31

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View all positions for Selective Wealth Management

Top funds holding Essential Properties Realty reit

BlackRock
BlackRock
Vanguard Group
State Street Corporation
Morgan Stanley
Deutsche Bank Aktiengesellschaft
T. Rowe Price Investment Management
Geode Capital Management
Invesco
Charles Schwab Investment Management
Macquarie Group
Dimensional Fund Advisors
Massachusetts Financial Services
Russell Investments
Nuveen Asset Management

View all funds holding Essential Properties Realty reit