Legal & General Group Plc
Position in EPRT — Essential Properties Realty Trust, Inc.
CIK 764068
London, X0
Position in EPRT
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$39,666,674
-$1,773,387 QoQ
Shares Held
1,306,544
-6.5% QoQ
Ownership
0.604%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98.374643333864.ToString("F0")%
Shared 0.ToString("F0")%
None 1.6253566661360046.ToString("F0")%
Common Shares in EPRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Legal & General Group Plc holds $2,070,958,714 across 26 REIT - Retail names. EPRT ranks #9 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
3,689,236 | $688,153,190 | |
| 2 | O |
Realty Income Corp
|
10,537,731 | $644,698,382 | |
| 3 | KIM |
Kimco Realty Corp
|
5,991,792 | $134,635,565 | |
| 4 | REG |
Regency Centers Corp
|
1,407,170 | $106,466,481 | |
| 5 | FRT |
Federal Realty Investment Trust
|
705,714 | $74,953,882 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
1,820,006 | $52,416,172 | |
| 7 | ADC |
Agree Realty Corp
|
657,004 | $49,524,960 | |
| 8 | NNN |
Nnn REIT, Inc.
|
1,041,870 | $43,789,794 |
All Filings in EPRT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,666,674 | 1,306,544 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $41,440,061 | 1,397,170 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $38,134,522 | 1,281,402 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $44,922,961 | 1,407,802 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $38,885,597 | 1,191,348 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $36,732,760 | 1,174,321 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $42,778,132 | 1,252,654 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $38,701,780 | 1,396,672 | Shares | Defined | 2025-05-29 | |
| 2024-03-31 | $38,547,160 | 1,445,880 | Shares | Defined | 2025-05-29 | |
| 2023-12-31 | $37,178,782 | 1,454,569 | Shares | Defined | 2025-05-29 | |
| 2023-09-30 | $29,795,000 | 1,377,485 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $31,391,743 | 1,333,549 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $31,630,148 | 1,272,843 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $28,037,214 | 1,194,598 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $22,191,943 | 1,140,974 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $23,711,162 | 1,103,358 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $25,428,169 | 1,005,066 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $29,692,362 | 1,029,912 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $27,643,004 | 990,079 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $25,899,045 | 957,805 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $21,573,253 | 944,952 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $19,726,811 | 930,510 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $15,037,073 | 820,801 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $10,961,847 | 738,669 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $8,855,698 | 678,078 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||