Abound Wealth Management
Position in EPRT — Essential Properties Realty Trust, Inc.
CIK 1950323
FRANKLIN, TN
Position in EPRT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$298
-$5 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#371
of 374 holders
Holding Since
Jun 2023
13 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, 2026Abound Wealth Management holds $110,458 across 7 REIT - Retail names. EPRT ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KRG |
Kite Realty Group Trust
|
2,751 | $78,073 | |
| 2 | SPG |
Simon Property Group Inc.
|
84 | $18,786 | |
| 3 | O |
Realty Income Corp
|
203 | $12,577 | |
| 4 | SKT |
Tanger Inc.
|
8 | $315 | |
| 5 | EPRT |
Essential Properties Realty Trust, Inc.
This page
|
10 | $298 | |
| 6 | CURB |
Curbline Properties Corp.
|
8 | $243 | |
| 7 | GTY |
Getty Realty Corp /Md/
|
5 | $166 |
All Filings in EPRT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298 | 10 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $303 | 10 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $296 | 10 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $297 | 10 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $319 | 10 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $326 | 10 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $312 | 10 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $648 | 19 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $581 | 21 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $559 | 21 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $2,095 | 82 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $454 | 21 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $494 | 21 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||