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
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All positions including Essential Properties Realty reit held by Selective Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Essential Properties Realty reit by Selective Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $635k | 22k | 29.23 |
| 2025-06-30 | $672k | 22k | 30.96 |
| 2025-03-31 | $667k | 22k | 30.74 |
| 2024-12-31 | $673k | 22k | 31.00 |
| 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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