EWA
GOOD

EP Wealth Advisors’s Gladstone Commercial Corp GOOD Stock Holding History

EP Wealth Advisors’s Portfolio GOOD Stock Details GOOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$200K Buy
13,974
+2,665
+24% +$37.8K ﹤0.01% 1260
2025
Q1 		$169K Buy
+11,309
New +$178K ﹤0.01% 1168

Other funds holding GOOD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

EP Wealth Advisors's GOOD Position: Q2 2025 in Review

EP Wealth Advisors increased its Gladstone Commercial Corp (GOOD) stake by 24% in Q2 2025, buying an estimated $37.8K and bringing the position to 13,974 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

EP Wealth Advisors first reported a position in GOOD in Q1 2025 and has held it in 2 quarters since. 184 funds tracked by Wall St. Rank hold GOOD as of Q2 2025.

  • EP Wealth Advisors held 13,974 shares of Gladstone Commercial Corp worth $200K as of Q2 2025.
  • EP Wealth Advisors bought 2,665 Gladstone Commercial Corp shares in Q2 2025, an estimated $37.8K.
  • Gladstone Commercial Corp made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1260 holding.
  • EP Wealth Advisors first reported a position in Gladstone Commercial Corp in Q1 2025 and has held it in 2 quarters since.
  • 184 funds tracked by Wall St. Rank held Gladstone Commercial Corp as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.