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Essential Properties Realty Trust (EPRT) Institutional Ownership

Essential Properties Realty Trust logo
$30.35 +0.33 (+1.10%)
Closing price 08/7/2025 03:59 PM Eastern
Extended Trading
$30.34 -0.01 (-0.05%)
As of 08/7/2025 07:42 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Essential Properties Realty Trust (NYSE:EPRT)

Current
Institutional Ownership
Percentage
96.98%
Number of
Institutional Buyers
(last 12 months)
227
Total
Institutional Inflows
(last 12 months)
$1.26B
Number of
Institutional Sellers
(last 12 months)
140
Total
Institutional Outflows
(last 12 months)
$540.15M
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EPRT Institutional Buying and Selling by Quarter

Essential Properties Realty Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/7/2025ProShare Advisors LLC44,354$1.42M0.0%+6.7%0.022%
8/7/2025Profund Advisors LLC9,855$314K0.0%+14.7%0.005%
8/7/2025CSM Advisors LLC19,016$606K0.0%N/A0.010%
8/7/2025Connor Clark & Lunn Investment Management Ltd.108,409$3.46M0.0%N/A0.055%
8/7/2025Mitsubishi UFJ Asset Management Co. Ltd.142,913$4.56M0.0%+10.3%0.072%
8/6/2025Summit Investment Advisors Inc.17,750$579K0.5%-3.3%0.009%
8/6/2025 Metis Global Partners LLC32,689$1.04M0.0%+37.5%0.016%
8/6/2025 Cbre Investment Management Listed Real Assets LLC1,185,456$37.83M0.6%N/A0.598%
8/6/2025 Resona Asset Management Co. Ltd.79,179$2.53M0.0%-3.3%0.040%
8/5/2025 Bank of New York Mellon Corp1,661,779$53.03M0.0%+12.2%0.839%
8/5/2025 Bank of Montreal Can49,937$1.59M0.0%-82.1%0.025%
8/4/2025 Strs Ohio37,500$1.20M0.0%+14.3%0.019%
8/4/2025 Amalgamated Bank55,522$1.77M0.0%+4.5%0.028%
8/1/2025 Teacher Retirement System of Texas45,600$1.46M0.0%+20.1%0.023%
8/1/2025 Y Intercept Hong Kong Ltd88,671$2.83M0.1%N/A0.045%
8/1/2025 OVERSEA CHINESE BANKING Corp Ltd106,100$3.39M0.1%-31.9%0.054%
8/1/2025 Envestnet Asset Management Inc.213,872$6.83M0.0%+0.7%0.108%
7/31/2025 Nisa Investment Advisors LLC88,655$2.86M0.0%-66.9%0.045%
7/31/2025 Prudent Man Advisors LLC12,882$411K0.1%+15.1%0.007%
7/31/2025 MQS Management LLC29,614$945K0.5%+94.7%0.015%
7/31/2025 Sumitomo Mitsui Trust Group Inc.216,078$6.90M0.0%-14.1%0.109%
7/31/2025 Caitong International Asset Management Co. Ltd1,391$44K0.0%N/A0.001%
7/31/2025 Asset Management One Co. Ltd.406,887$12.98M0.0%+7.9%0.205%
7/30/2025 Ethic Inc.8,230$263K0.0%+16.7%0.004%
7/30/2025 Cookson Peirce & Co. Inc.33,905$1.08M0.0%+6.6%0.017%
7/30/2025 Aurora Investment Counsel98,062$3.13M1.6%+0.7%0.049%
7/30/2025 DekaBank Deutsche Girozentrale265,786$8.39M0.0%-6.7%0.134%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al182,182$5.81M0.0%N/A0.092%
7/29/2025 Mutual of America Capital Management LLC121,476$3.88M0.0%+344.5%0.061%
7/28/2025 Allianz Asset Management GmbH259,363$8.28M0.0%-23.9%0.131%
7/28/2025 New York State Teachers Retirement System241,591$7.71M0.0%+2.9%0.122%
7/28/2025 Moran Wealth Management LLC54,430$1.74M0.1%-1.1%0.027%
7/25/2025 Yousif Capital Management LLC74,435$2.38M0.0%+6.8%0.038%
7/25/2025 Allspring Global Investments Holdings LLC29,034$929K0.0%-5.3%0.015%
7/25/2025 Meritage Portfolio Management238,577$7.61M0.5%-0.1%0.121%
7/25/2025 Vanguard Personalized Indexing Management LLC27,584$880K0.0%-9.3%0.014%
7/24/2025 Aberdeen Group plc70,998$2.27M0.0%+18.8%0.036%
7/23/2025 Maryland State Retirement & Pension System58,046$1.85M0.0%+5.9%0.029%
7/23/2025 Louisiana State Employees Retirement System92,300$2.95M0.1%+4.4%0.047%
7/23/2025 KLP Kapitalforvaltning AS40,300$1.30M0.0%+15.5%0.020%
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7/22/2025 Belpointe Asset Management LLC18,558$592K0.0%+3.2%0.009%
7/22/2025 Knights of Columbus Asset Advisors LLC87,444$2.79M0.2%-5.0%0.044%
7/21/2025 QRG Capital Management Inc.94,004$3M0.0%+6.9%0.048%
7/21/2025 Fortis Capital Advisors LLC18,558$592K0.1%+3.2%0.009%
7/21/2025 Vanderbilt University53,537$1.71M0.3%+11.9%0.027%
7/21/2025 Mirae Asset Global Investments Co. Ltd.12,479$398K0.0%+5.2%0.006%
7/18/2025 PGGM Investments2,740,968$87.46M1.5%-4.6%1.388%
7/17/2025 Janney Montgomery Scott LLC11,597$370K0.0%-6.5%0.006%
7/16/2025 State of Alaska Department of Revenue213,749$6.82M0.1%+13.0%0.108%
7/15/2025 TD Private Client Wealth LLC778$25K0.0%N/A0.000%
7/15/2025 Public Employees Retirement System of Ohio286,625$9.15M0.0%+6.7%0.145%
7/14/2025 GAMMA Investing LLC5,003$160K0.0%+21.5%0.003%
7/11/2025 IFM Investors Pty Ltd31,867$1.02M0.0%-9.6%0.016%
7/10/2025 Exchange Traded Concepts LLC49,541$1.58M0.0%+6.2%0.025%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd53,616$1.71M0.0%+5.9%0.027%
7/9/2025 Lifestyle Asset Management Inc.8,580$274K0.1%N/A0.004%
6/30/2025Pensionfund Sabic30,500$996K0.3%-11.6%0.015%
6/30/2025 Pensionfund DSM Netherlands60,500$1.98M1.3%-7.6%0.031%
6/18/2025Voya Investment Management LLC55,202$1.80M0.0%-68.8%0.028%
6/10/2025BROOKFIELD Corp ON 802,946$26.21M0.1%+35.7%0.407%
6/3/2025Invst LLC23,335$762K0.1%N/A0.012%
5/28/2025 Strs Ohio32,800$1.07M0.0%N/A0.017%
5/21/2025 IFM Investors Pty Ltd35,239$1.15M0.0%-12.8%0.018%
5/20/2025 Belpointe Asset Management LLC17,986$587K0.0%N/A0.009%
5/20/2025 Fortis Capital Advisors LLC17,986$587K0.1%N/A0.009%
5/20/2025Intech Investment Management LLC76,959$2.51M0.0%+10.8%0.039%
5/19/2025Jane Street Group LLC71,991$2.35M0.0%N/A0.036%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC1,164,473$38.01M0.0%+3.0%0.590%
5/16/2025Caxton Associates LLP20,534$670K0.0%N/A0.010%
5/16/2025Goldman Sachs Group Inc.1,387,218$45.28M0.0%+16.4%0.702%
5/16/2025Adelante Capital Management LLC636,179$20.77M1.5%+1,231.9%0.322%
5/16/2025Nissay Asset Management Corp Japan ADV27,237$889K0.0%+7.1%0.014%
5/16/2025Millennium Management LLC1,394,060$45.50M0.0%+13.0%0.706%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.104,478$3.41M0.0%+4.6%0.053%
5/16/2025Clark Capital Management Group Inc.169,807$5.54M0.0%+12.6%0.086%
5/16/2025Bridgeway Capital Management LLC193,600$6.32M0.2%-13.4%0.098%
5/16/2025Alliancebernstein L.P.1,245,404$40.65M0.0%+28.8%0.631%
5/16/2025AQR Capital Management LLC22,244$726K0.0%+21.8%0.011%
5/16/2025Advisors Asset Management Inc.5,395$176K0.0%+18.6%0.003%
5/16/2025Alyeska Investment Group L.P.2,959,948$96.61M0.4%+66.1%1.499%
5/16/2025Amundi756,759$24.07M0.0%+133.7%0.383%
5/16/2025Adage Capital Partners GP L.L.C.425,000$13.87M0.0%+269.6%0.215%
5/15/2025EP Wealth Advisors LLC8,512$278K0.0%+31.1%0.004%
5/15/2025Royal Bank of Canada74,147$2.42M0.0%+159.4%0.038%
5/15/2025Landscape Capital Management L.L.C.47,013$1.54M0.1%+30.7%0.024%
5/14/2025Truvestments Capital LLC147,621$4.82M1.0%+31.9%0.075%
5/14/2025FORA Capital LLC6,947$227K0.0%N/A0.004%
5/14/2025Caisse DE Depot ET Placement DU Quebec98,892$3.23M0.0%N/A0.050%
5/14/2025Corebridge Financial Inc.92,016$3.00M0.0%-1.5%0.047%
5/14/2025MetLife Investment Management LLC107,342$3.50M0.0%-3.4%0.054%
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5/14/2025Jump Financial LLC17,044$556K0.0%-82.5%0.009%
5/14/2025Groupe la Francaise17,131$559K0.0%N/A0.009%
5/14/2025 AlphaQuest LLC36,938$1.21M0.1%+3,693,700.0%0.019%
5/14/2025Norinchukin Bank The8,674$283K0.0%+12.1%0.004%
5/14/2025T. Rowe Price Investment Management Inc.4,962,740$161.98M0.1%+0.8%2.513%
5/14/2025EntryPoint Capital LLC13,700$447K0.2%N/A0.007%
5/14/2025 Venture Visionary Partners LLC50,000$1.63M0.1%-50.0%0.025%
5/14/2025BI Asset Management Fondsmaeglerselskab A S2,815$92K0.0%N/A0.001%
5/14/2025Hsbc Holdings PLC183,334$5.98M0.0%-15.9%0.093%
5/14/2025Quantbot Technologies LP229,796$7.50M0.2%+139.4%0.116%
(Data available from 1/1/2016 forward)

EPRT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EPRT shares?

During the previous two years, 344 institutional investors and hedge funds held shares of Essential Properties Realty Trust. The most heavily invested institutionals were Vanguard Group Inc. ($912.83M), BlackRock Inc. ($649.32M), State Street Corp ($345.54M), Wellington Management Group LLP ($277.80M), Invesco Ltd. ($230.50M), Cohen & Steers Inc. ($184.50M), and Deutsche Bank AG ($173.45M).Learn more on Essential Properties Realty Trust's institutional investors.

What percentage of Essential Properties Realty Trust's stock is owned by institutional investors?

96.98% of Essential Properties Realty Trust's stock is owned by institutional investors. Learn more on EPRT's institutional investor holdings.

Which institutional investors have been buying Essential Properties Realty Trust's stock?

Of the 298 institutional investors that purchased Essential Properties Realty Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Invesco Ltd. ($5.20M), Norges Bank ($4.55M), Massachusetts Financial Services Co. MA ($2.55M), Deutsche Bank AG ($2.54M), Vanguard Group Inc. ($2.07M), Duff & Phelps Investment Management Co. ($2.05M), and Bank of Montreal Can ($2.05M).

How much institutional buying is happening at Essential Properties Realty Trust?

Institutional investors have bought a total of 39,242,519 shares in the last 24 months. This purchase volume represents approximately $1.25B in transactions.

Which of Essential Properties Realty Trust's major shareholders have been selling company stock?

Of the 139 institutional investors that sold Essential Properties Realty Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Principal Financial Group Inc. ($2.53M), Wellington Management Group LLP ($1.43M), Adelante Capital Management LLC ($1.06M), Cohen & Steers Inc. ($971.74K), Marshall Wace LLP ($834.70K), Millennium Management LLC ($645.69K), and Resolution Capital Ltd ($624.94K).

How much institutional selling is happening at Essential Properties Realty Trust?

Institutional investors have sold a total of 16,919,937 shares in the last 24 months. This volume of shares sold represents approximately $536.67M in transactions.


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This page (NYSE:EPRT) was last updated on 8/8/2025 by MarketBeat.com Staff
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