Naviter Wealth, LLC

SEC CIK: 0001855567
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

EPRT holding history

Essential Properties Realty Trust, Inc. in every 13F filed by Naviter Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EPRT overview All 13F holders of EPRT Full Q2 2026 holdings

Shares (Q3 2024): 0; Sold out in Q3 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2024

Holdings of EPRT by Naviter Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	0	$0	0.0%	−10,350−100.0%	Sold out	Holders
Q2 2024	10,350	$289.8K	<0.1%	00.0%	Unchanged	Holders
Q1 2024	10,350	$278.9K	<0.1%	+10,350	New	Holders