DUFF & PHELPS INVESTMENT MANAGEMENT CO

Position in EPRT — Essential Properties Realty Trust, Inc.

CIK 765443 CHICAGO, IL

Position in EPRT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$120,506,150

+$16,327,571 QoQ

Shares Held

4,037,057

+17.6% QoQ

Ownership

1.87%

of shares outstanding

% of Portfolio

1.16%

of 13F equity value

Holder Rank

#14

of 374 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 32% Shared 18% None 50%

Real Estate · as of Jun 30, 2026

DUFF & PHELPS INVESTMENT MANAGEMENT CO holds $687,756,402 across 7 REIT - Retail names. EPRT ranks #3 (17.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	975,188	$218,100,794
2	BRX	Brixmor Property Group Inc.	5,022,252	$158,351,604
3	EPRT	Essential Properties Realty Trust, Inc. This page	4,037,057	$120,506,150
4	PECO	Phillips Edison & Company, Inc.	2,006,105	$83,494,088
5	ADC	Agree Realty Corp	1,100,957	$83,386,482
6	KIM	Kimco Realty Corp	938,081	$23,780,353
7	O	Realty Income Corp	2,210	$136,931

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$120,506,150	4,037,057	+17.6%	Shares	Other	2026-08-13
2026-03-31	$104,178,579	3,431,442	+0.2%	Shares	Other	2026-04-28
2025-12-31	$101,580,813	3,424,842	+16.7%	Shares	Other	2026-01-26
2025-09-30	$87,323,071	2,934,243	+22.7%	Shares	Other	2025-11-13
2025-06-30	$76,327,698	2,391,968	+7.6%	Shares	Other	2025-08-11
2025-03-31	$72,544,195	2,222,555	+8.2%	Shares	Other	2025-05-13
2024-12-31	$64,223,939	2,053,195	+0.9%	Shares	Other	2025-02-12
2024-09-30	$69,472,881	2,034,345	—	Shares	Other	2024-11-15
No filing history on record for this holder in this stock.