Pinnacle Wealth Planning Services, Inc.
Position in EPRT — Essential Properties Realty Trust, Inc.
CIK 1726752
MANSFIELD, OH
Position in EPRT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$107,370
+$5,027 QoQ
Shares Held
3,597
+6.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#285
of 374 holders
Holding Since
Dec 2020
4 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, 2026Pinnacle Wealth Planning Services, Inc. holds $2,033,513 across 23 REIT - Retail names. EPRT ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
2,261 | $505,672 | |
| 2 | O |
Realty Income Corp
|
3,927 | $243,316 | |
| 3 | MAC |
Macerich Co
|
5,983 | $150,711 | |
| 4 | PECO |
Phillips Edison & Company, Inc.
|
2,955 | $122,987 | |
| 5 | SKT |
Tanger Inc.
|
2,772 | $109,410 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
This page
|
3,597 | $107,370 | |
| 7 | REG |
Regency Centers Corp
|
1,274 | $101,588 | |
| 8 | UE |
Urban Edge Properties
|
4,372 | $100,031 |
All Filings in EPRT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,370 | 3,597 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $102,343 | 3,371 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $99,509 | 3,355 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $1,631 | 77 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||