CBIZ Investment Advisory Services, LLC
Position in EPRT — Essential Properties Realty Trust, Inc.
CIK 1795934
INDEPENDENCE, OH
Position in EPRT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,089
-$36 QoQ
Shares Held
70
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#352
of 377 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EPRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026CBIZ Investment Advisory Services, LLC holds $18,303 across 4 REIT - Retail names. EPRT ranks #4 (11.4% of the industry book) .
All Filings in EPRT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,089 | 70 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,125 | 70 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,207 | 243 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,083 | 70 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||