Wakefield Asset Management L »

Essential Properties Realty reit shares owned by Wakefield Asset Management L

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

Historical chart of Wakefield Asset Management L investment in Essential Properties Realty reit

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All positions including Essential Properties Realty reit held by Wakefield Asset Management L consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Essential Properties Realty reit by Wakefield Asset Management L

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 32k 34.16
2024-06-30 $893k 32k 27.72
2024-03-31 $872k 33k 26.67
2023-12-31 $831k 33k 25.57
2023-09-30 $634k 29k 21.64
2023-06-30 $718k 31k 23.55
2023-03-31 $751k 30k 24.86

More positions owned by Wakefield Asset Management L

Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Proshares Tr Short Qqq (PSQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Iron Mountain (IRM)
Trane Technologies SHS (TT)
JPMorgan Chase & Co. (JPM)
Newmont Mining Corporation (NEM)
Bank of New York Mellon Corporation (BK)
DaVita (DVA)
Caterpillar (CAT)
American Water Works (AWK)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)

View all positions for Wakefield Asset Management L

Top funds holding Essential Properties Realty reit

BlackRock
Vanguard Group
State Street Corporation
Wellington Management Company
Cohen & Steers Capital Management
Deutsche Bank Aktiengesellschaft
T. Rowe Price Investment Management
Geode Capital Management
FMR
Prudential Financial
Invesco
Macquarie Group
Charles Schwab Investment Management
Dimensional Fund Advisors
Massachusetts Financial Services

View all funds holding Essential Properties Realty reit