AMERIPRISE FINANCIAL INC
Position in EPRT — Essential Properties Realty Trust, Inc.
CIK 820027
MINNEAPOLIS, MN
Position in EPRT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$37,810,426
+$7,866,118 QoQ
Shares Held
1,266,681
+28.4% QoQ
Ownership
0.586%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#33
of 374 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 92%
None 8%
Common Shares in EPRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $920,920,591 across 25 REIT - Retail names. EPRT ranks #7 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
1,364,286 | $305,122,561 | |
| 2 | FRT |
Federal Realty Investment Trust
|
874,763 | $103,894,494 | |
| 3 | BRX |
Brixmor Property Group Inc.
|
3,061,744 | $96,536,785 | |
| 4 | O |
Realty Income Corp
|
1,317,891 | $81,656,524 | |
| 5 | KRG |
Kite Realty Group Trust
|
1,703,098 | $48,333,918 | |
| 6 | PECO |
Phillips Edison & Company, Inc.
|
946,006 | $39,372,768 | |
| 7 | EPRT |
Essential Properties Realty Trust, Inc.
This page
|
1,266,681 | $37,810,426 | |
| 8 | FCPT |
Four Corners Property Trust, Inc.
|
1,166,624 | $28,640,616 |
All Filings in EPRT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,810,426 | 1,266,681 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $29,944,308 | 986,308 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $30,411,315 | 1,025,331 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $30,903,824 | 1,038,435 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $31,564,669 | 989,178 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $31,914,802 | 977,782 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $28,144,835 | 899,771 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $33,322,680 | 975,774 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $27,530,798 | 993,533 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $28,976,006 | 1,086,872 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $28,153,698 | 1,101,475 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $26,946,998 | 1,245,816 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $27,341,896 | 1,161,508 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $29,104,690 | 1,171,215 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $28,146,371 | 1,199,249 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $23,849,217 | 1,226,181 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $26,761,130 | 1,245,283 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $25,539,387 | 1,009,462 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $29,116,164 | 1,009,926 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $14,379,441 | 515,023 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $14,304,700 | 529,020 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $11,122,341 | 487,181 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $9,594,929 | 452,591 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $8,806,606 | 480,710 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $6,735,000 | 453,841 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $7,164,258 | 548,565 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||