Summit Global Investments

Position in EPRT — Essential Properties Realty Trust, Inc.

CIK 1697953 BOUNTIFUL, UT

Position in EPRT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$494,345

+$37,094 QoQ

Shares Held

16,561

+10.0% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#212

of 374 holders

Holding Since

Dec 2025

3 quarters on record

Real Estate · as of Jun 30, 2026

Summit Global Investments holds $2,735,949 across 5 REIT - Retail names. EPRT ranks #2 (18.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FCPT	Four Corners Property Trust, Inc.	40,267	$988,554
2	EPRT	Essential Properties Realty Trust, Inc. This page	16,561	$494,345
3	SPG	Simon Property Group Inc.	2,210	$494,266
4	UE	Urban Edge Properties	17,838	$408,133
5	SKT	Tanger Inc.	8,884	$350,651

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$494,345	16,561	+10.0%	Shares	Sole	2026-08-03
2026-03-31	$457,251	15,061	-6.5%	Shares	Sole	2026-05-07
2025-12-31	$477,970	16,115	—	Shares	Sole	2026-02-18
No filing history on record for this holder in this stock.