Prestige Wealth Management Group LLC
Position in EPRT — Essential Properties Realty Trust, Inc.
CIK 1772715
FLEMINGTON, NJ
Position in EPRT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$686
+$474 QoQ
Shares Held
23
+228.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#362
of 374 holders
Holding Since
Mar 2026
2 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, 2026Prestige Wealth Management Group LLC holds $1,081,676 across 6 REIT - Retail names. EPRT ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
8,288 | $513,524 | |
| 2 | SPG |
Simon Property Group Inc.
|
2,272 | $508,132 | |
| 3 | PECO |
Phillips Edison & Company, Inc.
|
1,333 | $55,479 | |
| 4 | NNN |
Nnn REIT, Inc.
|
64 | $2,977 | |
| 5 | AKR |
Acadia Realty Trust
|
42 | $878 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
This page
|
23 | $686 |
All Filings in EPRT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $686 | 23 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $212 | 7 | Shares | Other | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||