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Essential Properties Realty Trust (EPRT) Institutional Ownership

Essential Properties Realty Trust logo
$25.84 +0.05 (+0.20%)
As of 11:25 AM Eastern
This is a fair market value price provided by Massive. 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)
217
Total
Institutional Inflows
(last 12 months)
$2.96B
Number of
Institutional Sellers
(last 12 months)
144
Total
Institutional Outflows
(last 12 months)
$770.78M
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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
10/9/2026GAMMA Investing LLC3,183$82K0.0%-25.4%0.001%
10/5/2026Pensionfund Sabic33,500$865K0.7%+13.6%0.015%
10/5/2026Pensionfund PDN68,500$1.77M0.7%+13.2%0.032%
10/2/2026 Versant Capital Management Inc2,824$73K0.0%+100.6%0.001%
9/23/2026QRG Capital Management Inc.74,383$2.22M0.0%+2.9%0.034%
9/23/2026Envestnet Portfolio Solutions Inc.8,748$261K0.0%+15.7%0.004%
9/9/2026Sequoia Financial Advisors LLC9,565$286K0.0%-10.8%0.004%
9/9/2026WINTON GROUP Ltd20,700$618K0.0%N/A0.010%
9/9/2026Engineers Gate Manager LP69,083$2.06M0.0%+742.5%0.032%
9/9/2026Squarepoint Ops LLC71,181$2.13M0.0%-47.7%0.033%
9/8/2026Allworth Financial LP20,599$615K0.0%+5.3%0.010%
9/8/2026Arizona State Retirement System58,036$1.73M0.0%+6.6%0.027%
9/8/2026Nykredit A S2,949$88K0.0%N/A0.001%
9/4/2026Parkside Financial Bank & Trust2,740$82K0.0%+21.1%0.001%
8/27/2026Corient Private Wealth LP16,504$493K0.0%N/A0.008%
8/26/2026Amundi597,870$17.85M0.0%-18.8%0.276%
8/26/2026HighTower Advisors LLC14,479$432K0.0%-27.3%0.007%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al255,589$7.63M0.0%N/A0.118%
8/23/2026Readystate Asset Management LP154,206$4.60M0.2%N/A0.071%
8/22/2026AlphaGrep UK Ltd7,694$230K0.1%N/A0.004%
8/21/2026Nykredit A S2,949$88K0.0%N/A0.001%
8/20/2026Two Sigma Securities LLC20,935$625K0.1%+136.9%0.010%
8/20/2026Alyeska Investment Group L.P.2,978,241$88.90M0.2%-14.0%1.377%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,263,798$37.72M0.0%+14,648.5%0.584%
8/19/2026Van ECK Associates Corp61,358$1.83M0.0%+9.4%0.028%
8/19/2026Nissay Asset Management Corp Japan33,419$998K0.0%+3.2%0.015%
8/19/2026Hsbc Holdings PLC903,410$27.01M0.0%-12.1%0.418%
8/19/2026Wellington Management Group LLP5,335,415$159.26M0.0%-35.6%2.467%
8/18/2026Empowered Funds LLC7,696$230K0.0%N/A0.004%
8/18/2026Public Employees Retirement System of Ohio252,533$7.54M0.0%N/A0.117%
8/17/2026Adelante Capital Management LLC549,615$16.41M1.1%N/A0.254%
8/17/2026Corient Private Wealth LP15,571$465K0.0%N/A0.007%
8/17/2026Perennial Investment Advisors LLC26,067$778K0.1%N/A0.012%
8/17/2026Bank of America Corp DE1,743,929$52.06M0.0%N/A0.806%
8/15/2026Jupiter Topco LLC95,022$2.84M0.0%N/A0.044%
8/14/2026Hsbc Holdings PLC903,410$27.01M0.0%N/A0.418%
8/14/2026Legal & General Group Plc1,321,897$39.46M0.0%N/A0.611%
8/14/2026The Manufacturers Life Insurance Company111,800$3.34M0.0%N/A0.052%
8/14/2026Cetera Trust Company N.A8,200$245K0.1%N/A0.004%
8/14/2026Cullen Capital Management LLC7,120$213K0.0%N/A0.003%
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8/14/2026Whalen Wealth Management Inc.14,151$422K0.2%N/A0.007%
8/13/2026Connor Clark & Lunn Investment Management Ltd.35,152$1.05M0.0%N/A0.016%
8/12/2026Elevation Point Wealth Partners LLC7,852$236K0.0%N/A0.004%
8/12/2026Quantbot Technologies LP88,181$2.63M0.1%N/A0.041%
8/12/2026Landscape Capital Management L.L.C.151,175$4.51M0.3%N/A0.070%
8/12/2026EP Wealth Advisors LLC8,215$245K0.0%N/A0.004%
8/11/2026Allworth Financial LP20,599$615K0.0%N/A0.010%
8/11/2026OVERSEA CHINESE BANKING Corp Ltd137,550$4.11M0.1%N/A0.064%
8/11/2026Pasadena Private Wealth LLC12,996$388K0.0%N/A0.006%
8/11/2026Aurora Investment Counsel91,448$2.73M1.4%N/A0.042%
8/8/2026First National Bank of Omaha105,461$3.15M0.1%N/A0.049%
8/7/2026BlackRock Inc.39,636,617$1.18B0.0%N/A18.327%
8/7/2026Deutsche Bank AG387,308$11.56M0.0%N/A0.179%
8/7/2026Pursue Wealth Partners LLC10,560$315K0.2%N/A0.005%
8/7/2026Mitsubishi UFJ Asset Management Co. Ltd.185,529$5.54M0.0%N/A0.086%
8/6/2026Global Retirement Partners LLC1,372$41K0.0%N/A0.001%
8/6/2026Bank of New York Mellon Corp1,714,032$51.16M0.0%N/A0.793%
8/6/2026GSA Capital Partners LLP217,401$6.49M0.4%N/A0.101%
7/9/2026Hennion & Walsh Asset Management Inc.34,903$1.04M0.0%-3.9%0.016%
7/7/2026GAMMA Investing LLC4,264$127K0.0%-19.0%0.002%
7/1/2026Pensionfund Sabic29,500$881K1.0%+7.3%0.014%
5/26/2026Glenmede Trust Co. NA6,655$202K0.0%-63.5%0.003%
5/21/2026Groupe la Francaise17,765$539K0.0%-10.5%0.008%
5/19/2026Bank of America Corp DE1,329,642$40.37M0.0%+45.5%0.615%
5/19/2026Edgestream Partners L.P.194,596$5.91M0.2%+4.5%0.090%
5/18/2026Amundi736,225$22.35M0.0%+177.3%0.340%
5/18/2026Adelante Capital Management LLC650,129$19.74M1.3%+58.1%0.301%
5/18/2026EverSource Wealth Advisors LLC1,612$49K0.0%+79.3%0.001%
5/18/2026California State Teachers Retirement System237,668$7.22M0.0%+25.9%0.110%
5/18/2026Royal Bank of Canada54,463$1.65M0.0%+13.1%0.025%
5/18/2026Rush Island Management LP1,249,087$37.92M2.5%N/A0.578%
5/18/2026Empowered Funds LLC16,415$498K0.0%N/A0.008%
5/16/2026The Manufacturers Life Insurance Company95,649$2.90M0.0%+0.6%0.044%
5/16/2026SummitTX Capital L.P.443,910$13.48M0.4%+15.9%0.205%
5/16/2026BROOKFIELD Corp ON585,640$17.78M0.0%-12.6%0.271%
5/15/2026London Co. of Virginia983,262$29.85M0.2%-3.1%0.455%
5/15/2026Entropy Technologies LP27,004$820K0.0%+239.0%0.012%
5/14/2026Public Employees Retirement System of Ohio232,431$7.06M0.0%-16.0%0.107%
5/14/2026Caxton Associates LLP76,280$2.32M0.1%-54.5%0.035%
5/14/2026Inceptionr LLC9,688$294K0.1%N/A0.004%
5/14/2026Mizuho Markets Americas LLC27,900$847K0.0%N/A0.013%
5/14/2026Sei Investments Co.1,323,745$40.19M0.0%+157.3%0.612%
5/14/2026Lido Advisors LLC11,398$350K0.0%+17.3%0.005%
5/14/2026State of Wyoming17,913$544K0.1%+28.7%0.008%
5/13/2026Cetera Investment Advisers17,395$528K0.0%+37.4%0.008%
5/13/2026First Trust Advisors LP70,566$2.14M0.0%+71.4%0.033%
5/8/2026Summit Global Investments15,061$457K0.0%-6.5%0.007%
5/7/2026Dimensional Fund Advisors LP3,101,020$94.15M0.0%+6.3%1.434%
5/7/2026Swiss National Bank392,100$11.90M0.0%+0.4%0.181%
5/6/2026Aurora Investment Counsel93,318$2.83M1.6%-6.2%0.043%
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5/6/2026California Public Employees Retirement System352,748$10.71M0.0%+0.6%0.163%
5/6/2026Assetmark Inc.1,339$41K0.0%+47.8%0.001%
5/6/2026B&I Capital AG281,284$8.54M2.9%+11.0%0.130%
5/6/2026Allspring Global Investments Holdings LLC21,859$669K0.0%+10.8%0.010%
5/5/2026Bank of New York Mellon Corp1,580,009$47.97M0.0%+1.0%0.731%
5/5/2026Illinois Municipal Retirement Fund103,401$3.14M0.0%-5.9%0.048%
5/5/2026Maryland State Retirement & Pension System30,610$929K0.0%+4.9%0.014%
5/4/2026Principal Financial Group Inc.2,771,898$84.16M0.0%+3.9%1.282%
5/1/2026Commonwealth of Pennsylvania Public School Empls Retrmt SYS141,328$4.29M0.0%+24.4%0.065%
5/1/2026Fifth Third Bancorp6,279$191K0.0%+637.0%0.003%


EPRT Institutional Ownership - Frequently Asked Questions

During the previous two years, 384 institutional investors and hedge funds held shares of Essential Properties Realty Trust. The most heavily invested institutionals were BlackRock Inc. ($1.18B), Vanguard Group Inc. ($877.56M), Cohen & Steers Inc. ($552.03M), State Street Corp ($334.17M), Northwestern Mutual Wealth Management Co. ($199.83M), Invesco Ltd. ($173.65M), and Wellington Management Group LLP ($159.26M).Learn more on Essential Properties Realty Trust's institutional investors.

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

Of the 339 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: BlackRock Inc. ($39.64M), Cohen & Steers Inc. ($9.82M), Norges Bank ($7.61M), Northwestern Mutual Wealth Management Co. ($6.74M), Daiwa Securities Group Inc. ($3.97M), Invesco Ltd. ($3.87M), and Balyasny Asset Management L.P. ($3.75M).

Institutional investors have bought a total of 99,312,434 shares in the last 24 months. This purchase volume represents approximately $2.96B in transactions.

Of the 144 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: Wellington Management Group LLP ($3.60M), T. Rowe Price Investment Management Inc. ($2.20M), Macquarie Group Ltd. ($1.94M), Millennium Management LLC ($1.61M), Invesco Ltd. ($1.48M), Alyeska Investment Group L.P. ($1.48M), and Balyasny Asset Management L.P. ($1.27M).

Institutional investors have sold a total of 25,893,062 shares in the last 24 months. This volume of shares sold represents approximately $770.78M in transactions.


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Institutional ownership data for NYSE:EPRT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/9/2026. New 13F filings are added each quarter as they're published.
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