Evoke Wealth’s Essential Properties Realty Trust EPRT Stock Holding History

Evoke Wealth’s Portfolio EPRT Stock Details EPRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-94	Closed	-$2K	–	617
2022 Q3	$2K	Hold	94	–	–	﹤0.01%	1031
2022 Q2	$2K	Hold	94	–	–	﹤0.01%	1037
2022 Q1	$2K	Sell	94 -9	-9%	-$232	﹤0.01%	1034
2021 Q4	$3K	Hold	103	–	–	﹤0.01%	984
2021 Q3	$2K	Hold	103	–	–	﹤0.01%	1003
2021 Q2	$3K	Hold	103	–	–	﹤0.01%	978
2021 Q1	$2K	Hold	103	–	–	﹤0.01%	1022
2020 Q4	$2K	Buy	+103	New	+$2.02K	﹤0.01%	884

Other funds holding EPRT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Prudential Financial

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return