Perennial Investment Advisors, LLC

Position in EPRT — Essential Properties Realty Trust, Inc.

CIK 1801523 Los Angeles, CA

Position in EPRT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$778,099

-$10,775 QoQ

Shares Held

26,067

+0.3% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#197

of 374 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Perennial Investment Advisors, LLC holds $1,438,220 across 2 REIT - Retail names. EPRT ranks #1 (54.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	EPRT	Essential Properties Realty Trust, Inc. This page	26,067	$778,099
2	O	Realty Income Corp	10,654	$660,121

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$778,099	26,067	+0.3%	Shares	Sole	2026-08-14
2026-03-31	$788,874	25,984	-5.1%	Shares	Sole	2026-05-15
2025-12-31	$812,417	27,391	-0.5%	Shares	Sole	2026-02-17
2025-09-30	$818,876	27,516	+0.1%	Shares	Sole	2025-11-12
2025-06-30	$877,333	27,494	-4.1%	Shares	Sole	2025-08-11
2025-03-31	$935,625	28,665	-1.1%	Shares	Sole	2025-05-15
2024-12-31	$906,901	28,993	0.0%	Shares	Sole	2025-02-13
2024-09-30	$990,110	28,993	-0.5%	Shares	Sole	2024-11-14
2024-06-30	$807,552	29,143	0.0%	Shares	Sole	2024-08-09
2024-03-31	$776,952	29,143	-0.3%	Shares	Sole	2024-05-14
2023-12-31	$746,991	29,225	-11.1%	Shares	Sole	2024-02-14
2023-09-30	$711,086	32,875	0.0%	Shares	Sole	2023-11-14
2023-06-30	$773,877	32,875	0.0%	Shares	Sole	2023-08-14
2023-03-31	$816,943	32,875	—	Shares	Sole	2023-05-12
No filing history on record for this holder in this stock.