RICHARDSON FINANCIAL SERVICES INC.
Position in EPRT — Essential Properties Realty Trust, Inc.
CIK 2012303
MEDWAY, MA
Position in EPRT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$19,044
+$1,527 QoQ
Shares Held
638
+10.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#311
of 374 holders
Holding Since
Dec 2023
10 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, 2026RICHARDSON FINANCIAL SERVICES INC. holds $140,479 across 4 REIT - Retail names. EPRT ranks #3 (13.6% of the industry book) .
All Filings in EPRT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,044 | 638 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $17,517 | 577 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $17,321 | 584 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $7,754 | 243 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $7,931 | 243 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $7,694 | 246 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $8,605 | 252 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $6,982 | 252 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,718 | 252 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $6,568 | 257 | Shares | Sole | 2024-03-04 | |
| No filing history on record for this holder in this stock. | ||||||