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Essential Properties Realty Trust (EPRT) Institutional Ownership

Essential Properties Realty Trust logo
$30.94 -0.32 (-1.01%)
As of 03:17 PM Eastern
This is a fair market value 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)
243
Total
Institutional Inflows
(last 12 months)
$1.42B
Number of
Institutional Sellers
(last 12 months)
146
Total
Institutional Outflows
(last 12 months)
$582.91M
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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
8/27/2025 Orion Porfolio Solutions LLC9,208$294K0.0%-7.1%0.005%
8/26/2025 Thrivent Financial for Lutherans1,215,578$38.79M0.1%-10.1%0.613%
8/18/2025 Hudson Bay Capital Management LP565,130$18.03M0.1%+101.4%0.285%
8/18/2025 Caxton Associates LLP13,996$447K0.0%-31.8%0.007%
8/16/2025 Public Sector Pension Investment Board673,401$21.49M0.1%+13.1%0.340%
8/16/2025 Evergreen Capital Management LLC8,529$275K0.0%+13.6%0.004%
8/16/2025 Headlands Technologies LLC7,260$232K0.0%+196.1%0.004%
8/15/2025 CANADA LIFE ASSURANCE Co376,358$12.00M0.0%+11.2%0.190%
8/15/2025 Adelante Capital Management LLC487,395$15.55M1.1%-23.4%0.246%
8/15/2025 Tower Research Capital LLC TRC 18,191$580K0.0%+188.2%0.009%
8/15/2025 State of Tennessee Department of Treasury81,408$2.60M0.0%+5.6%0.041%
8/15/2025 BROOKFIELD Corp ON 732,784$23.38M0.0%-8.7%0.370%
8/15/2025 Orion Porfolio Solutions LLC9,208$294K0.0%-7.1%0.005%
8/15/2025 MML Investors Services LLC31,929$1.02M0.0%+10.5%0.016%
8/15/2025 Lazard Asset Management LLC43,461$1.39M0.0%+1.4%0.022%
8/15/2025 London Co. of Virginia1,100,587$35.12M0.2%-0.3%0.555%
8/15/2025 Hudson Bay Capital Management LP565,130$18.03M0.1%+101.4%0.285%
8/15/2025 EP Wealth Advisors LLC9,144$292K0.0%+7.4%0.005%
8/15/2025 Engineers Gate Manager LP44,908$1.43M0.0%N/A0.023%
8/15/2025 BNP Paribas Financial Markets40,426$1.29M0.0%-45.8%0.020%
8/15/2025 Bridgeway Capital Management LLC158,300$5.05M0.1%-18.2%0.080%
8/15/2025 Brevan Howard Capital Management LP25,970$829K0.0%N/A0.013%
8/15/2025 Balyasny Asset Management L.P.1,344,311$42.90M0.1%-18.6%0.678%
8/15/2025 Bank of America Corp DE1,418,702$45.27M0.0%+33.7%0.716%
8/15/2025 Ameriprise Financial Inc.989,178$30.35M0.0%+1.2%0.499%
8/14/2025 Lighthouse Investment Partners LLC215,000$6.86M0.3%N/A0.109%
8/14/2025 Jane Street Group LLC74,687$2.38M0.0%+3.7%0.038%
8/14/2025 California State Teachers Retirement System183,850$5.87M0.0%+13.4%0.093%
8/14/2025 Raymond James Financial Inc.599,953$19.14M0.0%-2.8%0.303%
8/14/2025 FJ Capital Management LLC7,520$240K0.0%N/A0.004%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.108,980$3.48M0.0%+4.3%0.055%
8/14/2025 Alliancebernstein L.P.1,178,233$37.60M0.0%-5.4%0.595%
8/14/2025 The Manufacturers Life Insurance Company 106,613$3.40M0.0%+2.8%0.054%
8/14/2025 Sei Investments Co.151,160$4.82M0.0%-23.8%0.076%
8/14/2025 Frontier Capital Management Co. LLC2,214,807$70.67M0.7%+12.3%1.118%
8/14/2025 Qube Research & Technologies Ltd860,497$27.46M0.0%+104.2%0.434%
8/14/2025 State Street Corp11,131,871$358.49M0.0%+8.2%5.618%
8/14/2025 Daiwa Securities Group Inc.226,267$7.22M0.0%-12.6%0.114%
8/14/2025 California Public Employees Retirement System314,325$10.03M0.0%+31.6%0.159%
8/14/2025 Cerity Partners LLC8,980$287K0.0%-11.2%0.005%
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8/14/2025 Federated Hermes Inc.359,948$11.49M0.0%+57.2%0.182%
8/13/2025 Jump Financial LLC18,250$582K0.0%+7.1%0.009%
8/13/2025 Brown Advisory Inc.1,010,758$32.25M0.0%-27.9%0.510%
8/13/2025 Amundi828,260$26.36M0.0%+9.4%0.418%
8/13/2025 Marshall Wace LLP741,489$23.66M0.0%-31.9%0.374%
8/13/2025 First Trust Advisors LP145,784$4.65M0.0%+28.4%0.074%
8/13/2025 Kennedy Capital Management LLC318,362$10.16M0.2%-8.4%0.161%
8/13/2025 Invesco Ltd.7,338,809$234.18M0.0%+3.9%3.704%
8/13/2025 PharVision Advisers LLC10,860$347K0.5%N/A0.005%
8/13/2025 Twin Peaks Wealth Advisors LLC876$26K0.0%N/A0.000%
8/13/2025 Quantbot Technologies LP281,220$8.97M0.2%+22.4%0.142%
8/13/2025 M&T Bank Corp47,422$1.51M0.0%+3.2%0.024%
8/13/2025 Fisher Asset Management LLC174,964$5.58M0.0%-46.8%0.088%
8/13/2025 Edgestream Partners L.P.205,320$6.55M0.2%+498.9%0.104%
8/13/2025 Lido Advisors LLC10,225$329K0.0%-9.3%0.005%
8/13/2025 New York State Common Retirement Fund63,516$2.03M0.0%+14.2%0.032%
8/13/2025 Schroder Investment Management Group1,451,414$46.32M0.0%-9.9%0.733%
8/13/2025 Virtus Investment Advisers LLC5,303$169K0.1%+11.5%0.003%
8/13/2025 Norges Bank2,638,285$84.19M0.0%N/A1.332%
8/13/2025 Hsbc Holdings PLC571,722$18.13M0.0%+211.8%0.289%
8/13/2025 Capital Fund Management S.A.58,955$1.88M0.0%N/A0.030%
8/13/2025 State Board of Administration of Florida Retirement System63,530$2.03M0.0%+42.6%0.032%
8/13/2025 B&I Capital AG204,044$6.51M2.2%+37.4%0.103%
8/13/2025 Elevation Point Wealth Partners LLC3,379$108K0.0%N/A0.002%
8/13/2025 Quadrant Capital Group LLC18,232$582K0.0%+4.6%0.009%
8/13/2025 Russell Investments Group Ltd.1,869,732$59.66M0.1%-0.6%0.944%
8/12/2025 Elo Mutual Pension Insurance Co29,695$948K0.0%+5.8%0.015%
8/12/2025 Ameritas Investment Partners Inc.20,299$648K0.0%+14.4%0.010%
8/12/2025 Prudential Financial Inc.2,010,116$64.14M0.1%-24.0%1.014%
8/12/2025 Charles Schwab Investment Management Inc.3,284,712$104.82M0.0%+8.9%1.658%
8/12/2025 American Century Companies Inc.724,147$23.11M0.0%-15.3%0.365%
8/12/2025 Rhumbline Advisers594,015$18.96M0.0%+11.9%0.300%
8/12/2025 Franklin Resources Inc.248,800$7.94M0.0%+6.9%0.126%
8/12/2025 Legal & General Group Plc1,407,802$44.92M0.0%+18.2%0.711%
8/12/2025 JPMorgan Chase & Co.1,638,430$52.28M0.0%-8.0%0.827%
8/12/2025 Swiss National Bank374,500$11.95M0.0%+10.2%0.189%
8/12/2025 Handelsbanken Fonder AB554,300$17.69M0.1%-15.3%0.280%
8/11/2025 Greenland Capital Management LP87,203$2.78M0.3%+193.4%0.044%
8/11/2025 Perennial Investment Advisors LLC27,494$877K0.1%-4.1%0.014%
8/11/2025 Nomura Asset Management Co. Ltd.280,653$8.96M0.0%+7.3%0.142%
8/11/2025 Duff & Phelps Investment Management Co.2,391,968$76.33M0.9%+7.6%1.207%
8/11/2025 Universal Beteiligungs und Servicegesellschaft mbH1,114,007$35.55M0.1%-2.3%0.562%
8/8/2025 Intech Investment Management LLC98,992$3.16M0.0%+28.6%0.050%
8/8/2025 Thoroughbred Financial Services LLC11,965$381K0.0%-10.7%0.006%
8/8/2025 Creative Planning16,531$528K0.0%+38.4%0.008%
8/8/2025 SG Americas Securities LLC23,872$762K0.0%+14.6%0.012%
8/8/2025 Commonwealth of Pennsylvania Public School Empls Retrmt SYS114,426$3.65M0.0%+12.6%0.058%
8/8/2025 Police & Firemen s Retirement System of New Jersey45,034$1.44M0.0%+19.2%0.023%
8/8/2025 Bailard Inc.25,053$799K0.0%-17.5%0.013%
8/8/2025 Geode Capital Management LLC5,155,085$164.52M0.0%+9.2%2.602%
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8/8/2025 M&G PLC6,262$200K0.0%N/A0.003%
8/8/2025 KBC Group NV5,812$185K0.0%-28.1%0.003%
8/7/2025 Allworth Financial LP22,192$708K0.0%+2,890.8%0.011%
8/7/2025 Illinois Municipal Retirement Fund100,095$3.19M0.0%+7.6%0.051%
8/7/2025 ProShare Advisors LLC44,354$1.42M0.0%+6.7%0.022%
8/7/2025 Profund Advisors LLC9,855$314K0.0%+14.7%0.005%
8/7/2025 CSM Advisors LLC19,016$606K0.0%N/A0.010%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.108,409$3.46M0.0%N/A0.055%
8/7/2025 Mitsubishi UFJ Asset Management Co. Ltd.142,913$4.56M0.0%+10.3%0.072%
8/6/2025 Summit Investment Advisors Inc.17,750$579K0.5%-3.3%0.009%
(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, 348 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 301 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 43,900,193 shares in the last 24 months. This purchase volume represents approximately $1.42B in transactions.

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

Of the 146 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 18,133,682 shares in the last 24 months. This volume of shares sold represents approximately $582.91M in transactions.


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This page (NYSE:EPRT) was last updated on 8/28/2025 by MarketBeat.com Staff
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