EP Wealth Advisors, LLC
Position in CMCT — Creative Media & Community Trust Corp
CIK 1540569
TORRANCE, CA
Position in CMCT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$6,671
New position
Shares Held
1,094
first reported quarter
Ownership
0.037%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Office
Real Estate · as of Jun 30, 2026EP Wealth Advisors, LLC holds $1,385,545 across 4 REIT - Office names.
All Filings in CMCT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,671 | 10,937 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||