ELEVATION POINT WEALTH PARTNERS, LLC
Position in EPRT — Essential Properties Realty Trust, Inc.
CIK 1744349
DENVER, CO
Position in EPRT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$234,382
-$5,340 QoQ
Shares Held
7,852
-0.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#264
of 374 holders
Holding Since
Jun 2025
3 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $6,768,970 across 6 REIT - Retail names. EPRT ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
10,158 | $2,271,836 | |
| 2 | ADC |
Agree Realty Corp
|
28,622 | $2,167,830 | |
| 3 | O |
Realty Income Corp
|
20,297 | $1,257,602 | |
| 4 | BRX |
Brixmor Property Group Inc.
|
16,114 | $508,074 | |
| 5 | REG |
Regency Centers Corp
|
4,129 | $329,246 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
This page
|
7,852 | $234,382 |
All Filings in EPRT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,382 | 7,852 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $239,722 | 7,896 | Shares | Sole | 2026-04-27 | |
| 2025-06-30 | $107,823 | 3,379 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||