Heritage Wealth Advisors
Position in EPRT — Essential Properties Realty Trust, Inc.
CIK 1591122
RICHMOND, VA
Position in EPRT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$52,237
-$893 QoQ
Shares Held
1,750
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#292
of 374 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EPRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Heritage Wealth Advisors holds $291,830 across 6 REIT - Retail names. EPRT ranks #3 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
1,900 | $88,407 | |
| 2 | O |
Realty Income Corp
|
1,083 | $67,102 | |
| 3 | EPRT |
Essential Properties Realty Trust, Inc.
This page
|
1,750 | $52,237 | |
| 4 | IVT |
InvenTrust Properties Corp.
|
1,250 | $44,250 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
1,000 | $31,530 | |
| 6 | PINE |
Alpine Income Property Trust, Inc.
|
400 | $8,304 |
All Filings in EPRT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,237 | 1,750 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $53,130 | 1,750 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $51,905 | 1,750 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $46,128 | 1,550 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $49,460 | 1,550 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $50,592 | 1,550 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $48,484 | 1,550 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $52,932 | 1,550 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $42,950 | 1,550 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $41,323 | 1,550 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $30,672 | 1,200 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $15,141 | 700 | Shares | Sole | 2024-12-12 | |
| No filing history on record for this holder in this stock. | ||||||