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Essential Properties Realty Trust (EPRT) Institutional Ownership

Essential Properties Realty Trust logo
$29.29 -0.59 (-1.97%)
Closing price 03:59 PM Eastern
Extended Trading
$29.24 -0.05 (-0.17%)
As of 06:47 PM Eastern
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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)
243
Total
Institutional Inflows
(last 12 months)
$1.40B
Number of
Institutional Sellers
(last 12 months)
147
Total
Institutional Outflows
(last 12 months)
$580.61M
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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
10/2/2025 GAMMA Investing LLC4,539$135K0.0%-9.3%0.002%
9/24/2025Texas Permanent School Fund Corp81,047$2.59M0.0%+7.1%0.041%
9/4/2025Osaic Holdings Inc.11,730$374K0.0%-25.6%0.006%
8/27/2025Orion Porfolio Solutions LLC9,208$294K0.0%-7.1%0.005%
8/26/2025Thrivent Financial for Lutherans1,215,578$38.79M0.1%-10.1%0.613%
8/18/2025Hudson Bay Capital Management LP565,130$18.03M0.1%+101.4%0.285%
8/18/2025Caxton Associates LLP13,996$447K0.0%-31.8%0.007%
8/16/2025Public Sector Pension Investment Board673,401$21.49M0.1%+13.1%0.340%
8/16/2025Evergreen Capital Management LLC8,529$275K0.0%+13.6%0.004%
8/16/2025Headlands Technologies LLC7,260$232K0.0%+196.1%0.004%
8/15/2025CANADA LIFE ASSURANCE Co376,358$12.00M0.0%+11.2%0.190%
8/15/2025Adelante Capital Management LLC487,395$15.55M1.1%-23.4%0.246%
8/15/2025Tower Research Capital LLC TRC 18,191$580K0.0%+188.2%0.009%
8/15/2025State of Tennessee Department of Treasury81,408$2.60M0.0%+5.6%0.041%
8/15/2025BROOKFIELD Corp ON 732,784$23.38M0.0%-8.7%0.370%
8/15/2025Orion Porfolio Solutions LLC9,208$294K0.0%-7.1%0.005%
8/15/2025MML Investors Services LLC31,929$1.02M0.0%+10.5%0.016%
8/15/2025Lazard Asset Management LLC43,461$1.39M0.0%+1.4%0.022%
8/15/2025London Co. of Virginia1,100,587$35.12M0.2%-0.3%0.555%
8/15/2025Hudson Bay Capital Management LP565,130$18.03M0.1%+101.4%0.285%
8/15/2025EP Wealth Advisors LLC9,144$292K0.0%+7.4%0.005%
8/15/2025Engineers Gate Manager LP44,908$1.43M0.0%N/A0.023%
8/15/2025BNP Paribas Financial Markets40,426$1.29M0.0%-45.8%0.020%
8/15/2025Bridgeway Capital Management LLC158,300$5.05M0.1%-18.2%0.080%
8/15/2025Brevan Howard Capital Management LP25,970$829K0.0%N/A0.013%
8/15/2025Balyasny Asset Management L.P.1,344,311$42.90M0.1%-18.6%0.678%
8/15/2025Bank of America Corp DE1,418,702$45.27M0.0%+33.7%0.716%
8/15/2025Ameriprise Financial Inc.989,178$30.35M0.0%+1.2%0.499%
8/14/2025Lighthouse Investment Partners LLC215,000$6.86M0.3%N/A0.109%
8/14/2025Jane Street Group LLC74,687$2.38M0.0%+3.7%0.038%
8/14/2025California State Teachers Retirement System183,850$5.87M0.0%+13.4%0.093%
8/14/2025Raymond James Financial Inc.599,953$19.14M0.0%-2.8%0.303%
8/14/2025FJ Capital Management LLC7,520$240K0.0%N/A0.004%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.108,980$3.48M0.0%+4.3%0.055%
8/14/2025Alliancebernstein L.P.1,178,233$37.60M0.0%-5.4%0.595%
8/14/2025The Manufacturers Life Insurance Company 106,613$3.40M0.0%+2.8%0.054%
8/14/2025Sei Investments Co.151,160$4.82M0.0%-23.8%0.076%
8/14/2025Frontier Capital Management Co. LLC2,214,807$70.67M0.7%+12.3%1.118%
8/14/2025Qube Research & Technologies Ltd860,497$27.46M0.0%+104.2%0.434%
8/14/2025State Street Corp11,131,871$358.49M0.0%+8.2%5.618%
8/14/2025Daiwa Securities Group Inc.226,267$7.22M0.0%-12.6%0.114%
8/14/2025California Public Employees Retirement System314,325$10.03M0.0%+31.6%0.159%
8/14/2025Cerity Partners LLC8,980$287K0.0%-11.2%0.005%
8/14/2025Federated Hermes Inc.359,948$11.49M0.0%+57.2%0.182%
8/13/2025Jump Financial LLC18,250$582K0.0%+7.1%0.009%
8/13/2025Brown Advisory Inc.1,010,758$32.25M0.0%-27.9%0.510%
8/13/2025Amundi828,260$26.36M0.0%+9.4%0.418%
8/13/2025Marshall Wace LLP741,489$23.66M0.0%-31.9%0.374%
8/13/2025First Trust Advisors LP145,784$4.65M0.0%+28.4%0.074%
8/13/2025Kennedy Capital Management LLC318,362$10.16M0.2%-8.4%0.161%
8/13/2025Invesco Ltd.7,338,809$234.18M0.0%+3.9%3.704%
8/13/2025PharVision Advisers LLC10,860$347K0.5%N/A0.005%
8/13/2025Twin Peaks Wealth Advisors LLC876$26K0.0%N/A0.000%
8/13/2025Quantbot Technologies LP281,220$8.97M0.2%+22.4%0.142%
8/13/2025M&T Bank Corp47,422$1.51M0.0%+3.2%0.024%
8/13/2025Fisher Asset Management LLC174,964$5.58M0.0%-46.8%0.088%
8/13/2025Edgestream Partners L.P.205,320$6.55M0.2%+498.9%0.104%
8/13/2025Lido Advisors LLC10,225$329K0.0%-9.3%0.005%
8/13/2025New York State Common Retirement Fund63,516$2.03M0.0%+14.2%0.032%
8/13/2025Schroder Investment Management Group1,451,414$46.32M0.0%-9.9%0.733%
8/13/2025Virtus Investment Advisers LLC5,303$169K0.1%+11.5%0.003%
8/13/2025Norges Bank2,638,285$84.19M0.0%N/A1.332%
8/13/2025Hsbc Holdings PLC571,722$18.13M0.0%+211.8%0.289%
8/13/2025Capital Fund Management S.A.58,955$1.88M0.0%N/A0.030%
8/13/2025State Board of Administration of Florida Retirement System63,530$2.03M0.0%+42.6%0.032%
8/13/2025B&I Capital AG204,044$6.51M2.2%+37.4%0.103%
8/13/2025Elevation Point Wealth Partners LLC3,379$108K0.0%N/A0.002%
8/13/2025Quadrant Capital Group LLC18,232$582K0.0%+4.6%0.009%
8/13/2025Russell Investments Group Ltd.1,869,732$59.66M0.1%-0.6%0.944%
8/12/2025Elo Mutual Pension Insurance Co29,695$948K0.0%+5.8%0.015%
8/12/2025Ameritas Investment Partners Inc.20,299$648K0.0%+14.4%0.010%
8/12/2025Prudential Financial Inc.2,010,116$64.14M0.1%-24.0%1.014%
8/12/2025Charles Schwab Investment Management Inc.3,284,712$104.82M0.0%+8.9%1.658%
8/12/2025American Century Companies Inc.724,147$23.11M0.0%-15.3%0.365%
8/12/2025Rhumbline Advisers594,015$18.96M0.0%+11.9%0.300%
8/12/2025Franklin Resources Inc.248,800$7.94M0.0%+6.9%0.126%
8/12/2025Legal & General Group Plc1,407,802$44.92M0.0%+18.2%0.711%
8/12/2025JPMorgan Chase & Co.1,638,430$52.28M0.0%-8.0%0.827%
8/12/2025Swiss National Bank374,500$11.95M0.0%+10.2%0.189%
8/12/2025Handelsbanken Fonder AB554,300$17.69M0.1%-15.3%0.280%
8/11/2025Greenland Capital Management LP87,203$2.78M0.3%+193.4%0.044%
8/11/2025Perennial Investment Advisors LLC27,494$877K0.1%-4.1%0.014%
8/11/2025Nomura Asset Management Co. Ltd.280,653$8.96M0.0%+7.3%0.142%
8/11/2025Duff & Phelps Investment Management Co.2,391,968$76.33M0.9%+7.6%1.207%
8/11/2025Universal Beteiligungs und Servicegesellschaft mbH1,114,007$35.55M0.1%-2.3%0.562%
8/8/2025Intech Investment Management LLC98,992$3.16M0.0%+28.6%0.050%
8/8/2025Thoroughbred Financial Services LLC11,965$381K0.0%-10.7%0.006%
8/8/2025Creative Planning16,531$528K0.0%+38.4%0.008%
8/8/2025SG Americas Securities LLC23,872$762K0.0%+14.6%0.012%
8/8/2025Commonwealth of Pennsylvania Public School Empls Retrmt SYS114,426$3.65M0.0%+12.6%0.058%
8/8/2025Police & Firemen s Retirement System of New Jersey45,034$1.44M0.0%+19.2%0.023%
8/8/2025Bailard Inc.25,053$799K0.0%-17.5%0.013%
8/8/2025Geode Capital Management LLC5,155,085$164.52M0.0%+9.2%2.602%
8/8/2025M&G PLC6,262$200K0.0%N/A0.003%
8/8/2025KBC Group NV5,812$185K0.0%-28.1%0.003%
8/7/2025Allworth Financial LP22,192$708K0.0%+2,890.8%0.011%
8/7/2025Illinois Municipal Retirement Fund100,095$3.19M0.0%+7.6%0.051%
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%
(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, 347 institutional investors and hedge funds held shares of Essential Properties Realty Trust. The most heavily invested institutionals were Vanguard Group Inc. ($912.83M), State Street Corp ($358.49M), Wellington Management Group LLP ($277.80M), Invesco Ltd. ($234.18M), Cohen & Steers Inc. ($184.50M), Deutsche Bank AG ($173.45M), and Geode Capital Management LLC ($164.52M).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 299 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: Norges Bank ($7.19M), Invesco Ltd. ($5.48M), Massachusetts Financial Services Co. MA ($2.55M), Deutsche Bank AG ($2.54M), Duff & Phelps Investment Management Co. ($2.22M), Vanguard Group Inc. ($2.07M), 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 43,311,923 shares in the last 24 months. This purchase volume represents approximately $1.40B in transactions.

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

Of the 147 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 ($1.21M), Cohen & Steers Inc. ($971.74K), Prudential Financial Inc. ($940.16K), American Century Companies Inc. ($626.26K), and Resolution Capital Ltd ($624.94K).

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

Institutional investors have sold a total of 18,055,103 shares in the last 24 months. This volume of shares sold represents approximately $580.61M in transactions.


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This page (NYSE:EPRT) was last updated on 10/6/2025 by MarketBeat.com Staff
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