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NVWM LLC’s
Essential Properties Realty Trust
EPRT
Stock Holding History
NVWM LLC’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
2023
Q4
–
Sell
-3,450
Closed
-$75.6K
–
429
2023
Q3
$75.6K
Hold
3,450
–
–
0.02%
211
2023
Q2
$81.2K
Hold
3,450
–
–
0.03%
219
2023
Q1
$86.7K
Hold
3,450
–
–
0.03%
222
2022
Q4
$81.9K
Hold
3,450
–
–
0.03%
211
2022
Q3
$67K
Hold
3,450
–
–
0.03%
218
2022
Q2
$75K
Hold
3,450
–
–
0.03%
214
2022
Q1
$88K
Hold
3,450
–
–
0.03%
229
2021
Q4
$99K
Hold
3,450
–
–
0.03%
224
2021
Q3
$96K
Hold
3,450
–
–
0.03%
221
2021
Q2
$93K
Hold
3,450
–
–
0.03%
221
2021
Q1
$79K
Hold
3,450
–
–
0.03%
212
2020
Q4
$74K
Hold
3,450
–
–
0.03%
189
2020
Q3
$63K
Hold
3,450
–
–
0.03%
182
2020
Q2
$52K
Hold
3,450
–
–
0.03%
175
2020
Q1
$46K
Hold
3,450
–
–
0.03%
171
2019
Q4
$86K
Hold
3,450
–
–
0.05%
163
2019
Q3
$79K
Hold
3,450
–
–
0.05%
174
2019
Q2
$70K
Buy
+3,450
New
+$70.4K
0.04%
189
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30.48%
1-Year Est. Return
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$6.9T AUM
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1-Year Est. Return
Morgan Stanley
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$1.66T AUM
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1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Wellington Management Group
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$535B AUM
26.23%
1-Year Est. Return
Deutsche Bank
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$303B AUM
30.15%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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