Wiser Advisor Group LLC

Position in EPRT — Essential Properties Realty Trust, Inc.

CIK 2011550 PHOENIX, AZ

Position in EPRT

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$14,178

-$121 QoQ

Shares Held

475

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#316

of 374 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Wiser Advisor Group LLC holds $181,448 across 6 REIT - Retail names. EPRT ranks #6 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	959	$59,419
2	ADC	Agree Realty Corp	465	$35,219
3	BRX	Brixmor Property Group Inc.	846	$26,674
4	KIM	Kimco Realty Corp	965	$24,462
5	NNN	Nnn REIT, Inc.	462	$21,496
6	EPRT	Essential Properties Realty Trust, Inc. This page	475	$14,178

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,178	475	+0.8%	Shares	Sole	2026-08-17
2026-03-31	$14,299	471	+1.1%	Shares	Sole	2026-04-22
2025-12-31	$13,821	466	+1.1%	Shares	Sole	2026-02-09
2025-09-30	$13,719	461	+1.8%	Shares	Sole	2025-11-14
2025-03-31	$14,785	453	+1.1%	Shares	Sole	2025-05-14
2024-12-31	$14,013	448	+0.9%	Shares	Sole	2025-02-05
2024-09-30	$15,162	444	+0.9%	Shares	Sole	2024-11-13
2024-06-30	$12,192	440	+1.4%	Shares	Sole	2024-08-14
2024-03-31	$11,569	434	+0.9%	Shares	Sole	2024-05-16
2023-12-31	$10,990	430	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.