MassMutual Private Wealth & Trust, FSB

Position in EPRT — Essential Properties Realty Trust, Inc.

CIK 1103653 Windsor, CT

Position in EPRT

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$27,103

-$463 QoQ

Shares Held

908

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#307

of 374 holders

Holding Since

Mar 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

MassMutual Private Wealth & Trust, FSB holds $1,739,713 across 25 REIT - Retail names. EPRT ranks #6 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	17,381	$1,076,926
2	SPG	Simon Property Group Inc.	1,456	$325,634
3	ADC	Agree Realty Corp	831	$62,939
4	FRT	Federal Realty Investment Trust	370	$45,672
5	BRX	Brixmor Property Group Inc.	1,140	$35,944
6	EPRT	Essential Properties Realty Trust, Inc. This page	908	$27,103
7	NNN	Nnn REIT, Inc.	490	$22,799
8	WSR	Whitestone REIT	1,114	$21,121

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,103	908	0.0%	Shares	Sole	2026-07-02
2026-03-31	$27,566	908	+5.7%	Shares	Sole	2026-04-13
2025-12-31	$25,477	859	+2.6%	Shares	Sole	2026-01-07
2025-09-30	$24,909	837	-9.3%	Shares	Sole	2025-10-22
2025-06-30	$29,452	923	-2.8%	Shares	Sole	2025-07-09
2025-03-31	$31,008	950	-13.3%	Shares	Sole	2025-04-01
2024-12-31	$34,282	1,096	+74.5%	Shares	Sole	2025-01-16
2024-09-30	$21,446	628	+17.6%	Shares	Sole	2024-10-02
2024-06-30	$14,797	534	+1568.8%	Shares	Sole	2024-07-02
2023-12-31	$817	32	-58.4%	Shares	Sole	2024-01-03
2023-09-30	$1,665	77	0.0%	Shares	Sole	2023-10-04
2023-06-30	$1,812	77	+266.7%	Shares	Sole	2023-08-02
2023-03-31	$521	21	-66.1%	Shares	Sole	2023-04-11
2022-09-30	$1,205	62	+181.8%	Shares	Sole	2022-10-07
2021-03-31	$502	22	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.