Vanguard Personalized Indexing Management, LLC
Position in EPRT — Essential Properties Realty Trust, Inc.
CIK 1767306
OAKLAND, CA
Position in EPRT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$990,495
+$108,674 QoQ
Shares Held
32,625
+9.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 80.3065134099617.ToString("F0")%
Shared 0.ToString("F0")%
None 19.693486590038315.ToString("F0")%
Common Shares in EPRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Vanguard Personalized Indexing Management, LLC holds $31,214,426 across 19 REIT - Retail names. EPRT ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
54,457 | $10,157,864 | |
| 2 | O |
Realty Income Corp
|
131,886 | $8,068,785 | |
| 3 | KIM |
Kimco Realty Corp
|
82,160 | $1,846,135 | |
| 4 | NNN |
Nnn REIT, Inc.
|
40,741 | $1,712,344 | |
| 5 | ADC |
Agree Realty Corp
|
19,870 | $1,497,800 | |
| 6 | REG |
Regency Centers Corp
|
16,073 | $1,216,083 | |
| 7 | BRX |
Brixmor Property Group Inc.
|
40,236 | $1,158,796 | |
| 8 | EPRT |
Essential Properties Realty Trust, Inc.
This page
|
32,625 | $990,495 |
All Filings in EPRT
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $990,495 | 32,625 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $881,821 | 29,731 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $778,253 | 26,151 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $880,205 | 27,584 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $992,680 | 30,413 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $865,674 | 27,675 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $911,087 | 26,679 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $683,688 | 24,673 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $632,055 | 23,708 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $564,492 | 22,085 | Shares | Sole | 2024-06-04 | |
| 2023-09-30 | $465,477 | 21,520 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $484,311 | 20,574 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $511,537 | 20,585 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $418,962 | 17,851 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $284,981 | 14,652 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $248,467 | 11,562 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||