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Essential Properties Realty reit shares owned by Whalen Wealth Management

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

Historical chart of Whalen 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 Whalen 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 Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $277k 9.3k 29.76

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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