Aptus Capital Advisors, LLC

Position in EPRT — Essential Properties Realty Trust, Inc.

CIK 1664193 FAIRHOPE, AL

Position in EPRT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$10,130,164

-$110,385 QoQ

Shares Held

339,369

+0.6% QoQ

Ownership

0.157%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#76

of 377 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Aptus Capital Advisors, LLC holds $15,006,615 across 3 REIT - Retail names. EPRT ranks #1 (67.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EPRT	Essential Properties Realty Trust, Inc. This page	339,369	$10,130,164
2	FCPT	Four Corners Property Trust, Inc.	178,299	$4,377,240
3	O	Realty Income Corp	8,057	$499,211

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,130,164	339,369	+0.6%	Shares	Sole	2026-08-12
2026-03-31	$10,240,549	337,304	+1.0%	Shares	Sole	2026-05-11
2025-12-31	$9,903,147	333,889	+0.4%	Shares	Sole	2026-02-13
2025-09-30	$9,892,819	332,420	+15.2%	Shares	Sole	2025-11-12
2025-06-30	$9,210,183	288,630	+9.8%	Shares	Sole	2025-08-11
2025-03-31	$8,583,144	262,964	+12.7%	Shares	Sole	2025-05-13
2024-12-31	$7,298,343	233,323	+22.4%	Shares	Sole	2025-02-14
2024-09-30	$6,510,048	190,631	+25.2%	Shares	Sole	2024-11-05
2024-06-30	$4,218,875	152,251	+24.8%	Shares	Sole	2024-07-31
2024-03-31	$3,253,213	122,026	+11.8%	Shares	Sole	2024-05-15
2023-12-31	$2,789,362	109,130	-0.8%	Shares	Sole	2024-02-13
2023-09-30	$2,379,797	110,023	-17.0%	Shares	Sole	2023-11-08
2023-06-30	$3,121,192	132,591	+8.5%	Shares	Sole	2023-08-11
2023-03-31	$3,038,011	122,254	+13.3%	Shares	Sole	2023-05-09
2022-12-31	$2,532,178	107,890	+12.0%	Shares	Sole	2023-02-13
2022-09-30	$1,874,163	96,358	+6.1%	Shares	Sole	2022-11-02
2022-06-30	$1,950,819	90,778	+3.8%	Shares	Sole	2022-07-29
2022-03-31	$2,211,979	87,430	+6.8%	Shares	Sole	2022-05-04
2021-12-31	$2,359,735	81,850	+23.6%	Shares	Sole	2022-02-02
2021-09-30	$1,849,029	66,226	+21.9%	Shares	Sole	2021-10-27
2021-06-30	$1,468,866	54,322	+17.7%	Shares	Sole	2021-07-27
2021-03-31	$1,053,330	46,138	+24.0%	Shares	Sole	2021-05-06
2020-12-31	$788,852	37,210	+19.0%	Shares	Sole	2021-02-10
2020-09-30	$572,646	31,258	-2.3%	Shares	Sole	2020-10-19
2020-06-30	$474,909	32,002	+1.2%	Shares	Sole	2020-07-22
2020-03-31	$413,087	31,630	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.