Orion Porfolio Solutions, LLC

Position in EPRT — Essential Properties Realty Trust, Inc.

CIK 1360533 OMAHA, NE

Position in EPRT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$241,486

+$9,991 QoQ

Shares Held

8,090

+6.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#262

of 374 holders

Holding Since

Mar 2023

11 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Real Estate · as of Jun 30, 2026

Orion Porfolio Solutions, LLC holds $9,531,878 across 9 REIT - Retail names. EPRT ranks #7 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADC	Agree Realty Corp	33,143	$2,510,250
2	SPG	Simon Property Group Inc.	11,148	$2,493,250
3	O	Realty Income Corp	30,922	$1,915,927
4	NNN	Nnn REIT, Inc.	28,393	$1,321,126
5	REG	Regency Centers Corp	4,255	$339,293
6	PECO	Phillips Edison & Company, Inc.	5,952	$247,722
7	EPRT	Essential Properties Realty Trust, Inc. This page	8,090	$241,486
8	KIM	Kimco Realty Corp	9,230	$233,980

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$241,486	8,090	+6.1%	Shares	Sole	2026-08-14
2026-03-31	$231,495	7,625	-6.2%	Shares	Sole	2026-05-13
2025-12-31	$241,135	8,130	-9.6%	Shares	Sole	2026-02-12
2025-09-30	$267,631	8,993	-2.3%	Shares	Sole	2025-11-12
2025-06-30	$293,827	9,208	-7.1%	Shares	Sole	2025-08-27
2025-03-31	$323,462	9,910	-3.1%	Shares	Sole	2025-08-01
2024-12-31	$319,900	10,227	-8.2%	Shares	Sole	2025-08-01
2024-09-30	$380,328	11,137	-18.6%	Shares	Sole	2025-07-31
2023-09-30	$296,093	13,689	-6.5%	Shares	Sole	2025-07-31
2023-06-30	$344,766	14,646	-8.9%	Shares	Sole	2025-07-31
2023-03-31	$399,364	16,071	—	Shares	Sole	2025-07-31
No filing history on record for this holder in this stock.