Wipfli Financial Advisors’s Essential Properties Realty Trust EPRT Stock Holding History

Wipfli Financial Advisors’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 Q3	$42K	Buy	+2,162	New	+$49.2K	﹤0.01%	1176

Other funds holding EPRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wipfli Financial Advisors's EPRT Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Essential Properties Realty Trust (EPRT) in Q3 2022: 2,162 shares worth $42K. The stake represents ﹤0.01% of the portfolio and ranks #1176 among its holdings.

227 funds tracked by Wall St. Rank hold EPRT as of Q3 2022.

Wipfli Financial Advisors held 2,162 shares of Essential Properties Realty Trust worth $42K as of Q3 2022.
Essential Properties Realty Trust was a new Wipfli Financial Advisors position in Q3 2022.
Essential Properties Realty Trust made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1176 holding.
227 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.