Moran Wealth Management, LLC

Position in EPRT — Essential Properties Realty Trust, Inc.

CIK 1965334 Naples, FL

Position in EPRT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,058,003

-$26,031 QoQ

Shares Held

35,444

-0.7% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#177

of 374 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Moran Wealth Management, LLC holds $7,388,299 across 6 REIT - Retail names. EPRT ranks #5 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	9,219	$2,061,828
2	IVT	InvenTrust Properties Corp.	36,242	$1,282,966
3	REG	Regency Centers Corp	15,217	$1,213,402
4	ADC	Agree Realty Corp	14,229	$1,077,704
5	EPRT	Essential Properties Realty Trust, Inc. This page	35,444	$1,058,003
6	CURB	Curbline Properties Corp.	22,842	$694,396

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,058,003	35,444	-0.7%	Shares	Sole	2026-08-05
2026-03-31	$1,084,034	35,706	-31.7%	Shares	Sole	2026-04-27
2025-12-31	$1,551,692	52,316	-2.8%	Shares	Sole	2026-01-26
2025-09-30	$1,602,546	53,849	-1.1%	Shares	Sole	2025-10-23
2025-06-30	$1,736,861	54,430	-1.1%	Shares	Sole	2025-07-28
2025-03-31	$1,796,734	55,047	-1.2%	Shares	Sole	2025-04-23
2024-12-31	$1,743,078	55,725	-7.8%	Shares	Sole	2025-02-07
2024-09-30	$2,063,138	60,414	+0.2%	Shares	Sole	2024-11-08
2024-06-30	$1,670,331	60,279	-2.8%	Shares	Sole	2024-08-13
2024-03-31	$1,653,773	62,032	-2.0%	Shares	Sole	2024-05-15
2023-12-31	$1,618,535	63,323	+364.1%	Shares	Sole	2024-02-08
2023-06-30	$321,179	13,644	—	Shares	Sole	2023-08-10
No filing history on record for this holder in this stock.