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Essential Properties Realty Trust (EPRT) Institutional Ownership

Essential Properties Realty Trust logo
$32.18 -0.12 (-0.37%)
As of 10:04 AM 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)
223
Total
Institutional Inflows
(last 12 months)
$1.21B
Number of
Institutional Sellers
(last 12 months)
135
Total
Institutional Outflows
(last 12 months)
$526.74M
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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
5/21/2025 IFM Investors Pty Ltd35,239$1.15M0.0%-12.8%0.018%
5/20/2025Belpointe Asset Management LLC17,986$587K0.0%N/A0.009%
5/20/2025Fortis Capital Advisors LLC17,986$587K0.1%N/A0.009%
5/20/2025Intech Investment Management LLC76,959$2.51M0.0%+10.8%0.039%
5/19/2025 Jane Street Group LLC71,991$2.35M0.0%N/A0.036%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC1,164,473$38.01M0.0%+3.0%0.590%
5/16/2025 Caxton Associates LLP20,534$670K0.0%N/A0.010%
5/16/2025 Goldman Sachs Group Inc.1,387,218$45.28M0.0%+16.4%0.702%
5/16/2025 Adelante Capital Management LLC636,179$20.77M1.5%+1,231.9%0.322%
5/16/2025 Nissay Asset Management Corp Japan ADV27,237$889K0.0%+7.1%0.014%
5/16/2025 Millennium Management LLC1,394,060$45.50M0.0%+13.0%0.706%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.104,478$3.41M0.0%+4.6%0.053%
5/16/2025 Clark Capital Management Group Inc.169,807$5.54M0.0%+12.6%0.086%
5/16/2025 Bridgeway Capital Management LLC193,600$6.32M0.2%-13.4%0.098%
5/16/2025 Alliancebernstein L.P.1,245,404$40.65M0.0%+28.8%0.631%
5/16/2025 AQR Capital Management LLC22,244$726K0.0%+21.8%0.011%
5/16/2025 Advisors Asset Management Inc.5,395$176K0.0%+18.6%0.003%
5/16/2025 Alyeska Investment Group L.P.2,959,948$96.61M0.4%+66.1%1.499%
5/16/2025 Amundi756,759$24.07M0.0%+133.7%0.383%
5/16/2025 Adage Capital Partners GP L.L.C.425,000$13.87M0.0%+269.6%0.215%
5/15/2025 EP Wealth Advisors LLC8,512$278K0.0%+31.1%0.004%
5/15/2025 Royal Bank of Canada74,147$2.42M0.0%+159.4%0.038%
5/15/2025 Landscape Capital Management L.L.C.47,013$1.54M0.1%+30.7%0.024%
5/14/2025 Truvestments Capital LLC147,621$4.82M1.0%+31.9%0.075%
5/14/2025 FORA Capital LLC6,947$227K0.0%N/A0.004%
5/14/2025 Caisse DE Depot ET Placement DU Quebec98,892$3.23M0.0%N/A0.050%
5/14/2025 Corebridge Financial Inc.92,016$3.00M0.0%-1.5%0.047%
5/14/2025 MetLife Investment Management LLC107,342$3.50M0.0%-3.4%0.054%
5/14/2025 Jump Financial LLC17,044$556K0.0%-82.5%0.009%
5/14/2025 Groupe la Francaise17,131$559K0.0%N/A0.009%
5/14/2025 AlphaQuest LLC36,938$1.21M0.1%+3,693,700.0%0.019%
5/14/2025 Norinchukin Bank The8,674$283K0.0%+12.1%0.004%
5/14/2025 T. Rowe Price Investment Management Inc.4,962,740$161.98M0.1%+0.8%2.513%
5/14/2025 EntryPoint Capital LLC13,700$447K0.2%N/A0.007%
5/14/2025 Venture Visionary Partners LLC50,000$1.63M0.1%-50.0%0.025%
5/14/2025 BI Asset Management Fondsmaeglerselskab A S2,815$92K0.0%N/A0.001%
5/14/2025 Hsbc Holdings PLC183,334$5.98M0.0%-15.9%0.093%
5/14/2025 Quantbot Technologies LP229,796$7.50M0.2%+139.4%0.116%
5/14/2025 Wellington Management Group LLP8,511,088$277.80M0.1%+0.6%4.309%
5/13/2025 Aptus Capital Advisors LLC262,964$8.58M0.1%+12.7%0.133%
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5/13/2025 Northern Trust Corp2,521,976$82.32M0.0%-0.2%1.277%
5/13/2025 Algert Global LLC106,650$3.48M0.1%N/A0.054%
5/13/2025 Raymond James Financial Inc.617,248$20.15M0.0%-9.9%0.313%
5/13/2025 Cresset Asset Management LLC10,609$349K0.0%+4.2%0.005%
5/13/2025 American Century Companies Inc.855,259$27.92M0.0%-34.6%0.433%
5/13/2025 Aberdeen Group plc59,744$1.95M0.0%+3.9%0.030%
5/13/2025 Fox Run Management L.L.C.9,609$314K0.0%N/A0.005%
5/13/2025 Cookson Peirce & Co. Inc.31,796$1.04M0.1%+16.6%0.016%
5/13/2025 Russell Investments Group Ltd.1,881,822$61.42M0.1%+5.6%0.953%
5/13/2025 Resona Asset Management Co. Ltd.81,881$2.67M0.0%+16.8%0.041%
5/13/2025 HighTower Advisors LLC23,469$766K0.0%+73.9%0.012%
5/12/2025 Public Sector Pension Investment Board595,268$19.43M0.1%+36.3%0.301%
5/12/2025 Nuveen LLC1,824,339$59.55M0.0%N/A0.924%
5/12/2025 Invesco Ltd.7,062,006$230.50M0.0%+51.8%3.575%
5/12/2025 Citigroup Inc.311,415$10.17M0.0%+15.7%0.158%
5/12/2025 Swiss National Bank339,700$11.09M0.0%-1.5%0.172%
5/12/2025 Mitsubishi UFJ Asset Management Co. Ltd.129,532$4.23M0.0%+12.1%0.066%
5/12/2025 Maryland State Retirement & Pension System54,797$1.79M0.0%-7.2%0.028%
5/9/2025 Mutual of America Capital Management LLC27,331$892K0.0%+2.9%0.014%
5/9/2025 Headlands Technologies LLC2,452$80K0.0%N/A0.001%
5/9/2025 Deutsche Bank AG5,314,158$173.45M0.1%-6.6%2.691%
5/9/2025 Charles Schwab Investment Management Inc.3,017,486$98.49M0.0%+5.0%1.528%
5/9/2025 Vanguard Group Inc.27,966,449$912.83M0.0%+3.2%14.159%
5/9/2025 New Age Alpha Advisors LLC153,363$5.01M0.2%+1,085.4%0.078%
5/9/2025 OVERSEA CHINESE BANKING Corp Ltd155,692$5.08M0.1%-33.0%0.079%
5/9/2025 PNC Financial Services Group Inc.10,778$352K0.0%+4.0%0.005%
5/8/2025 US Bancorp DE5,071$166K0.0%-12.7%0.003%
5/8/2025 Natixis Advisors LLC51,632$1.69M0.0%+11.6%0.026%
5/8/2025 Vestcor Inc90,090$2.94M0.1%N/A0.046%
5/8/2025 XTX Topco Ltd29,248$955K0.0%N/A0.015%
5/8/2025 Federated Hermes Inc.228,909$7.47M0.0%-15.3%0.116%
5/7/2025 Mackenzie Financial Corp11,638$380K0.0%-73.7%0.006%
5/7/2025 Zurcher Kantonalbank Zurich Cantonalbank 123,953$4.05M0.0%+1.0%0.063%
5/7/2025 Knights of Columbus Asset Advisors LLC92,007$3.00M0.2%-33.1%0.047%
5/6/2025 Cetera Investment Advisers9,766$319K0.0%N/A0.005%
5/6/2025 Burney Co.52,537$1.72M0.1%-17.6%0.027%
5/6/2025 B&I Capital AG148,544$4.85M1.6%+23.2%0.075%
5/6/2025 Universal Beteiligungs und Servicegesellschaft mbH1,140,433$37.22M0.1%N/A0.577%
5/5/2025 GW&K Investment Management LLC102,750$3.35M0.0%-1.9%0.052%
5/5/2025 Allianz Asset Management GmbH340,857$11.13M0.0%-38.2%0.173%
5/5/2025 Teachers Retirement System of The State of Kentucky140,466$4.59M0.0%+7.7%0.071%
5/5/2025 Foundry Partners LLC19,490$636K0.0%+8.6%0.010%
5/5/2025 Archer Investment Corp3,650$119K0.0%N/A0.002%
5/2/2025 Bailard Inc.30,353$991K0.0%-3.5%0.015%
5/2/2025 Victory Capital Management Inc.1,423,990$46.48M0.0%+2.6%0.721%
5/2/2025 Massachusetts Financial Services Co. MA2,038,929$66.55M0.0%-20.0%1.032%
5/2/2025 OVERSEA CHINESE BANKING Corp Ltd155,692$5.08M0.0%-33.0%0.079%
5/2/2025 Hohimer Wealth Management LLC6,306$206K0.0%N/A0.003%
5/2/2025 Edgestream Partners L.P.34,281$1.12M0.0%-78.3%0.017%
5/1/2025 Aurora Investment Counsel97,426$3.18M1.8%-1.2%0.049%
Everyone’s watching Nvidia right now. Here’s why I’m excited. (Ad)

So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal with Saudi Arabia to power its new AI empire 🤯 We’re talking about hundreds of thousands of chips, including their latest Grace Blackwell supercomputer.

🎯 Click here to watch the video and get the free ticker XGPT just flagged.
5/1/2025 MQS Management LLC15,210$496K0.3%N/A0.008%
5/1/2025 Louisiana State Employees Retirement System88,400$2.89M0.1%+4.2%0.045%
5/1/2025 New York State Common Retirement Fund55,595$1.82M0.0%+1.8%0.028%
5/1/2025 Mutual of America Capital Management LLC27,331$892K0.0%+2.9%0.014%
5/1/2025 Arizona State Retirement System50,293$1.64M0.0%-1.2%0.025%
5/1/2025 Xponance Inc.14,026$458K0.0%+4.8%0.007%
4/30/2025 Cerity Partners LLC10,109$330K0.0%-43.4%0.005%
4/30/2025 Nisa Investment Advisors LLC267,817$8.82M0.0%-4.9%0.136%
4/30/2025 DekaBank Deutsche Girozentrale284,835$9.08M0.0%+7.2%0.144%
4/30/2025 M&T Bank Corp45,952$1.50M0.0%-2.5%0.023%
(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, 340 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 EPRT's institutional investors.

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

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

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

Of the 293 institutional investors that purchased Essential Properties Realty Trust 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), Bank of Montreal Can ($2.16M), Vanguard Group Inc. ($2.07M), and Duff & Phelps Investment Management Co. ($2.05M).

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

Institutional investors have bought a total of 59,945,298 shares in the last 24 months. This purchase volume represents approximately $1.73B in transactions.

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

Of the 173 institutional investors that sold Essential Properties Realty Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Principal Financial Group Inc. ($2.70M), Wellington Management Group LLP ($1.86M), Cohen & Steers Inc. ($1.08M), Adelante Capital Management LLC ($1.06M), Brookfield Corp ON ($890.22K), Marshall Wace LLP ($834.70K), and Millennium Management LLC ($645.69K).

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

Institutional investors have sold a total of 21,298,396 shares in the last 24 months. This volume of shares sold represents approximately $637.67M in transactions.


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This page (NYSE:EPRT) was last updated on 5/21/2025 by MarketBeat.com Staff
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