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Executive Wealth Management’s Essential Properties Realty Trust EPRT Stock Holding History

Executive Wealth Management’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
2020
Q1 		– Sell
-50,440
Closed -$1.25M – 130
2019
Q4 		$1.25M Buy
+50,440
New +$1.27M 0.17% 84

Other funds holding EPRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Executive Wealth Management's EPRT Position: Q1 2020 in Review

Executive Wealth Management sold out of Essential Properties Realty Trust (EPRT) in Q1 2020, closing a stake of 50,440 shares — an estimated $1.25M sold.

Executive Wealth Management first reported a position in EPRT in Q4 2019 and held it in 1 quarter. The position peaked at $1.25M in Q4 2019. 170 funds tracked by Wall St. Rank hold EPRT as of Q1 2020.

  • Executive Wealth Management reported no remaining Essential Properties Realty Trust position as of Q1 2020 after selling out during the quarter.
  • Executive Wealth Management sold 50,440 Essential Properties Realty Trust shares in Q1 2020, an estimated $1.25M.
  • Executive Wealth Management first reported a position in Essential Properties Realty Trust in Q4 2019 and held it in 1 quarter.
  • Executive Wealth Management's Essential Properties Realty Trust position peaked at $1.25M in Q4 2019.
  • 170 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q1 2020.

Based on Executive Wealth Management's 13F filing for Q1 2020, filed 27 Apr 2020.