TD PRIVATE CLIENT WEALTH LLC

Position in EPRT — Essential Properties Realty Trust, Inc.

CIK 1551017 NEW YORK, NY

Position in EPRT

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$22,536

+$2,104 QoQ

Shares Held

755

+12.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#309

of 374 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

TD PRIVATE CLIENT WEALTH LLC holds $5,300,084 across 16 REIT - Retail names. EPRT ranks #6 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KIM	Kimco Realty Corp	111,054	$2,815,218
2	O	Realty Income Corp	30,988	$1,920,016
3	NNN	Nnn REIT, Inc.	6,482	$301,607
4	SPG	Simon Property Group Inc.	662	$148,056
5	REG	Regency Centers Corp	750	$59,805
6	EPRT	Essential Properties Realty Trust, Inc. This page	755	$22,536
7	FRT	Federal Realty Investment Trust	87	$10,739
8	SKT	Tanger Inc.	200	$7,894

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,536	755	+12.2%	Shares	Defined	2026-08-04
2026-03-31	$20,432	673	+19.8%	Shares	Defined	2026-04-27
2025-12-31	$16,668	562	-26.8%	Shares	Defined	2026-02-05
2025-09-30	$22,855	768	-1.3%	Shares	Defined	2025-10-27
2025-06-30	$24,825	778	+6.6%	Shares	Defined	2025-07-15
2024-12-31	$22,834	730	0.0%	Shares	Defined	2025-02-11
2024-09-30	$24,929	730	0.0%	Shares	Defined	2024-11-18
2024-06-30	$20,228	730	+68.2%	Shares	Defined	2024-08-14
2024-03-31	$11,570	434	-19.3%	Shares	Defined	2024-08-16
2023-12-31	$13,751	538	0.0%	Shares	Defined	2024-08-16
2023-09-30	$11,636	538	+70.3%	Shares	Defined	2024-08-16
2023-06-30	$7,438	316	0.0%	Shares	Defined	2024-08-16
2023-03-31	$7,852	316	—	Shares	Defined	2024-08-16
No filing history on record for this holder in this stock.