Envestnet Portfolio Solutions, Inc.
Position in EPRT — Essential Properties Realty Trust, Inc.
CIK 1998033
BERWYN, PA
Position in EPRT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$261,127
+$31,576 QoQ
Shares Held
8,748
+15.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#257
of 374 holders
Holding Since
Mar 2026
2 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, 2026Envestnet Portfolio Solutions, Inc. holds $3,750,643 across 6 REIT - Retail names. EPRT ranks #6 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KIM |
Kimco Realty Corp
|
43,383 | $1,099,759 | |
| 2 | O |
Realty Income Corp
|
16,850 | $1,044,026 | |
| 3 | CURB |
Curbline Properties Corp.
|
21,817 | $663,236 | |
| 4 | SPG |
Simon Property Group Inc.
|
1,818 | $406,595 | |
| 5 | REG |
Regency Centers Corp
|
3,460 | $275,900 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
This page
|
8,748 | $261,127 |
All Filings in EPRT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,127 | 8,748 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $229,551 | 7,561 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||