BURNEY CO/

Position in EPRT — Essential Properties Realty Trust, Inc.

CIK 940445 RESTON, VA

Position in EPRT

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$985,945

-$144,934 QoQ

Shares Held

33,030

-11.3% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#185

of 374 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

BURNEY CO/ holds $7,627,621 across 4 REIT - Retail names. EPRT ranks #4 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	14,554	$3,255,002
2	SKT	Tanger Inc.	43,690	$1,724,444
3	BRX	Brixmor Property Group Inc.	52,719	$1,662,230
4	EPRT	Essential Properties Realty Trust, Inc. This page	33,030	$985,945

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$985,945	33,030	-11.3%	Shares	Sole	2026-07-15
2026-03-31	$1,130,879	37,249	-21.8%	Shares	Sole	2026-04-29
2025-12-31	$1,412,230	47,614	-2.8%	Shares	Sole	2026-01-23
2025-09-30	$1,457,465	48,974	-6.4%	Shares	Defined	2025-10-16
2025-06-30	$1,669,211	52,310	-0.4%	Shares	Sole	2025-08-05
2025-03-31	$1,714,807	52,537	-17.6%	Shares	Defined	2025-05-06
2024-12-31	$1,993,786	63,740	-3.6%	Shares	Defined	2025-01-14
2024-09-30	$2,257,724	66,112	-17.4%	Shares	Sole	2024-10-18
2024-06-30	$2,218,683	80,068	-77.0%	Shares	Sole	2024-07-29
2024-03-31	$9,268,588	347,659	-6.0%	Shares	Sole	2024-05-22
2023-12-31	$9,456,637	369,978	+61.5%	Shares	Sole	2024-02-12
2023-09-30	$4,953,982	229,033	-0.8%	Shares	Defined	2023-11-08
2023-06-30	$5,436,774	230,959	+6.8%	Shares	Sole	2023-08-09
2023-03-31	$5,375,949	216,336	+15.2%	Shares	Defined	2023-05-10
2022-12-31	$4,406,046	187,731	—	Shares	Defined	2023-02-06
No filing history on record for this holder in this stock.