Steward Partners Investment Advisory, LLC
Position in EPRT — Essential Properties Realty Trust, Inc.
CIK 1723397
STAMFORD, CT
Position in EPRT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$550,792
+$550,216 QoQ
Shares Held
18,452
+97015.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#210
of 374 holders
Holding Since
Sep 2020
8 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, 2026Steward Partners Investment Advisory, LLC holds $28,209,379 across 21 REIT - Retail names. EPRT ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
247,873 | $15,358,211 | |
| 2 | SPG |
Simon Property Group Inc.
|
21,963 | $4,912,024 | |
| 3 | FRT |
Federal Realty Investment Trust
|
18,677 | $2,305,488 | |
| 4 | BRX |
Brixmor Property Group Inc.
|
53,679 | $1,692,498 | |
| 5 | NNN |
Nnn REIT, Inc.
|
27,016 | $1,257,054 | |
| 6 | KIM |
Kimco Realty Corp
|
31,164 | $790,007 | |
| 7 | EPRT |
Essential Properties Realty Trust, Inc.
This page
|
18,452 | $550,792 | |
| 8 | REG |
Regency Centers Corp
|
5,605 | $446,942 |
All Filings in EPRT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $550,792 | 18,452 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $576 | 19 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $563 | 19 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $15,147 | 509 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $16,242 | 509 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $620 | 19 | Shares | Sole | 2025-05-13 | |
| 2024-03-31 | $6,238 | 234 | Shares | Sole | 2024-05-15 | |
| 2020-09-30 | $1,428 | 78 | Shares | Sole | 2020-10-30 | |
| No filing history on record for this holder in this stock. | ||||||