PlanVest Financial, Inc
Position in EPRT — Essential Properties Realty Trust, Inc.
CIK 2135239
GAITHERSBURG, MD
Position in EPRT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$15,223
-$260 QoQ
Shares Held
510
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#314
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, 2026PlanVest Financial, Inc holds $70,925 across 2 REIT - Retail names. EPRT ranks #2 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
899 | $55,702 | |
| 2 | EPRT |
Essential Properties Realty Trust, Inc.
This page
|
510 | $15,223 |
All Filings in EPRT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,223 | 510 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $15,483 | 510 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||