Essential Properties Realty Trust (EPRT) Institutional Ownership

$30.40

+0.46 (+1.54%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 96.98%
Number of Institutional Buyers (last 12 months): 155
Total Institutional Inflows (last 12 months): $530.37M

Number of Institutional Sellers (last 12 months): 91
Total Institutional Outflows (last 12 months): $105.01M

Get EPRT Insider Trade Alerts

Want to know when executives and insiders are buying or selling Essential Properties Realty Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

EPRT Institutional Buying and Selling by Quarter

Ad Behind the Markets

J.P. Morgan’s DIRE Warning

When the largest bank in the U.S. says a crisis is coming - you NEED to listen. The Wall Street Journal warns, "America's bonds are getting harder to sell."

Click here to see why Wall Street is in PANIC mode >>>

Essential Properties Realty Trust Major Shareholders & Ownership History

Export to Excel

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Bank of New York Mellon Corp	1,966,304	$54.49M	0.0%	+9.4%	1.122%
7/24/2024	Louisiana State Employees Retirement System	88,200	$2.44M	0.0%	+14.1%	0.050%
7/20/2024	Nisa Investment Advisors LLC	427,118	$11.96M	0.1%	+244.3%	0.244%
7/19/2024	Raymond James & Associates	377,245	$10.45M	0.0%	-10.7%	0.215%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	193,228	$5.35M	0.0%	+9.6%	0.110%
7/17/2024	Vanderbilt University	42,416	$1.18M	0.2%	+347.6%	0.024%
Get the Latest News and Ratings for EPRT and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Essential Properties Realty Trust and its competitors with MarketBeat's FREE daily newsletter.
7/12/2024	SG Americas Securities LLC	35,003	$970K	0.0%	-45.7%	0.020%
7/12/2024	QRG Capital Management Inc.	63,787	$1.77M	0.0%	+21.8%	0.036%
7/10/2024	CWM LLC	1,244	$34K	0.0%	+122.9%	0.001%
7/2/2024	First Hawaiian Bank	23,312	$646K	0.0%	+19.0%	0.013%
7/2/2024	GAMMA Investing LLC	1,945	$54K	0.0%	+116.4%	0.001%
6/11/2024	EverSource Wealth Advisors LLC	1,704	$45K	0.0%	-21.1%	0.001%
5/28/2024	Teachers Retirement System of The State of Kentucky	157,731	$4.21M	0.0%	+31.4%	0.090%
5/22/2024	Burney Co.	347,659	$9.27M	0.4%	-6.0%	0.198%
5/20/2024	Virtu Financial LLC	10,889	$290K	0.0%	N/A	0.006%
5/16/2024	California State Teachers Retirement System	156,001	$4.16M	0.0%	-5.9%	0.089%
5/16/2024	Janus Henderson Group PLC	96,393	$2.57M	0.0%	-2.7%	0.055%
5/16/2024	Kennedy Capital Management LLC	574,672	$15.32M	0.3%	-5.4%	0.328%
5/16/2024	BROOKFIELD Corp ON	981,969	$26.18M	0.2%	-37.9%	0.560%
5/15/2024	Public Employees Retirement System of Ohio	223,380	$5.96M	0.0%	-0.5%	0.127%
5/15/2024	Price T Rowe Associates Inc. MD	88,838	$2.37M	0.0%	+6.8%	0.051%
5/15/2024	Lazard Asset Management LLC	7,464	$198K	0.0%	-17.4%	0.004%
5/15/2024	Truvestments Capital LLC	90,416	$2.41M	0.9%	+480.4%	0.052%
5/14/2024	CANADA LIFE ASSURANCE Co	263,589	$7.03M	0.0%	+4.2%	0.150%
5/14/2024	American International Group Inc.	84,163	$2.24M	0.0%	-0.9%	0.048%
5/13/2024	UniSuper Management Pty Ltd	89,651	$2.39M	0.0%	+101.5%	0.051%
5/13/2024	Ameritas Investment Partners Inc.	15,567	$415K	0.0%	-3.7%	0.009%
5/11/2024	Nicola Wealth Management LTD.	51,161	$1.36M	0.2%	+65.2%	0.029%
5/10/2024	Allstate Corp	92,294	$2.46M	0.2%	N/A	0.053%
5/10/2024	Vanguard Group Inc.	25,377,389	$676.56M	0.0%	+4.4%	14.476%
5/10/2024	Centersquare Investment Management LLC	19,600	$516K	0.0%	+25.8%	0.011%
5/9/2024	Foundry Partners LLC	15,831	$422K	0.0%	-7.8%	0.009%
5/9/2024	State Board of Administration of Florida Retirement System	33,293	$827K	0.0%	-25.3%	0.019%
5/8/2024	ProShare Advisors LLC	31,457	$839K	0.0%	+7.4%	0.018%
5/8/2024	Hohimer Wealth Management LLC	12,732	$339K	0.1%	N/A	0.007%
5/8/2024	Russell Investments Group Ltd.	2,478,660	$66.08M	0.1%	-5.2%	1.414%
5/8/2024	QRG Capital Management Inc.	52,374	$1.40M	0.0%	+18.4%	0.030%
5/8/2024	Thoroughbred Financial Services LLC	12,879	$343K	0.0%	+5.3%	0.007%
5/7/2024	Sei Investments Co.	715,160	$19.07M	0.0%	+60.4%	0.408%
5/7/2024	Susquehanna Fundamental Investments LLC	37,601	$1.00M	0.0%	N/A	0.021%
Alex's "Next Magnificent Seven" Stocks (Ad) Today Alex Green is releasing his new breakdown of AI's "Next Magnificent Seven." So please make some time to watch it. Watch Alex's "Next Magnificent Seven" presentation now.
5/7/2024	Susquehanna Portfolio Strategies LLC	30,051	$801K	0.0%	-72.9%	0.017%
5/7/2024	Illinois Municipal Retirement Fund	85,562	$2.28M	0.0%	-2.9%	0.049%
5/7/2024	ClariVest Asset Management LLC	68,370	$1.82M	0.2%	-0.8%	0.039%
5/7/2024	SG Americas Securities LLC	64,417	$1.72M	0.0%	+298.0%	0.037%
5/6/2024	Quantbot Technologies LP	43,594	$1.16M	0.1%	-56.8%	0.025%
5/6/2024	Texas Permanent School Fund Corp	136,551	$3.64M	0.0%	+1.3%	0.078%
5/2/2024	Mutual of America Capital Management LLC	26,879	$717K	0.0%	-1.6%	0.015%
5/2/2024	Daiwa Securities Group Inc.	241,386	$6.44M	0.0%	+409.2%	0.138%
5/2/2024	Nordea Investment Management AB	281,275	$7.53M	0.0%	+51.0%	0.160%
5/1/2024	Capstone Investment Advisors LLC	46,000	$1.23M	0.0%	+206.7%	0.026%
5/1/2024	Mirae Asset Global Investments Co. Ltd.	70,981	$1.73M	0.0%	-15.9%	0.040%
4/29/2024	Principal Financial Group Inc.	2,697,079	$71.90M	0.0%	+7.5%	1.538%
4/26/2024	Yousif Capital Management LLC	70,748	$1.89M	0.0%	-8.8%	0.042%
4/25/2024	New York State Teachers Retirement System	230,417	$6.14M	0.0%	+0.3%	0.136%
4/25/2024	Zurcher Kantonalbank Zurich Cantonalbank	84,499	$2.25M	0.0%	-5.6%	0.050%
4/23/2024	Louisiana State Employees Retirement System	77,300	$2.06M	0.0%	-1.0%	0.046%
4/23/2024	Seven Grand Managers LLC	179,500	$4.79M	2.3%	N/A	0.106%
4/22/2024	Raymond James & Associates	422,679	$11.27M	0.0%	+40.6%	0.250%
4/20/2024	Maryland State Retirement & Pension System	56,222	$1.40M	0.0%	-0.9%	0.033%
4/19/2024	State of Alaska Department of Revenue	168,838	$4.50M	0.1%	-0.3%	0.100%
4/19/2024	Sumitomo Mitsui Trust Holdings Inc.	176,250	$4.70M	0.0%	-4.1%	0.104%
4/18/2024	Naviter Wealth LLC	10,350	$279K	0.0%	N/A	0.006%
4/18/2024	Allspring Global Investments Holdings LLC	21,813	$582K	0.0%	+14.0%	0.012%
4/15/2024	Hazelview Securities Inc.	867,585	$22.73M	4.3%	+112.9%	0.512%
4/11/2024	Selective Wealth Management Inc.	20,873	$528K	0.2%	N/A	0.012%
4/10/2024	Perpetual Ltd	74,150	$1.98M	0.0%	-4.8%	0.044%
4/8/2024	Pensionfund Sabic	42,500	$1.13M	0.3%	+26.9%	0.025%
4/5/2024	Los Angeles Capital Management LLC	36,279	$967K	0.0%	-14.5%	0.021%
4/3/2024	Pensionfund DSM Netherlands	85,500	$2.28M	1.2%	+10.3%	0.051%
3/22/2024	PNC Financial Services Group Inc.	10,250	$262K	0.0%	-3.8%	0.006%
3/11/2024	Vanguard Group Inc.	24,317,310	$621.55M	0.0%	-1.7%	14.640%
3/5/2024	Wellington Management Group LLP	9,931,196	$253.84M	0.0%	+18.4%	5.979%
2/28/2024	American International Group Inc.	84,914	$2.17M	0.0%	-0.8%	0.051%
2/26/2024	Teachers Retirement System of The State of Kentucky	120,002	$3.07M	0.0%	+18.1%	0.072%
2/15/2024	Heitman Real Estate Securities LLC	1,048,293	$26.79M	1.4%	+5.7%	0.630%
2/15/2024	Cohen & Steers Inc.	1,011,183	$25.85M	0.1%	-2.8%	0.607%
2/14/2024	HGI Capital Management LLC	11,590	$296K	0.3%	-92.3%	0.007%
2/14/2024	Verition Fund Management LLC	506,645	$12.95M	0.1%	-2.5%	0.304%
2/13/2024	Centersquare Investment Management LLC	15,580	$398K	0.0%	+24.2%	0.009%
2/13/2024	Campbell & CO Investment Adviser LLC	48,931	$1.25M	0.1%	+139.8%	0.029%
2/12/2024	Eagle Asset Management Inc.	201,018	$5.14M	0.0%	-5.6%	0.121%
2/12/2024	Evoke Wealth LLC	9,295	$240K	0.0%	N/A	0.006%
2/12/2024	Capstone Investment Advisors LLC	15,000	$383K	0.0%	N/A	0.009%
2/12/2024	Stifel Financial Corp	177,786	$4.54M	0.0%	-1.1%	0.107%
2/12/2024	Heritage Wealth Advisors	1,200	$31K	0.0%	+71.4%	0.001%
2/12/2024	Hsbc Holdings PLC	111,751	$2.86M	0.0%	+25.2%	0.067%
2/9/2024	Nomura Asset Management Co. Ltd.	187,100	$4.78M	0.0%	-3.7%	0.112%
2/9/2024	Wells Fargo & Company MN	292,301	$7.47M	0.0%	-0.8%	0.176%
2/9/2024	PNC Financial Services Group Inc.	10,250	$262K	0.0%	-3.8%	0.006%
2/9/2024	Dynamic Technology Lab Private Ltd	10,499	$269K	0.0%	N/A	0.006%
Get out of cash before the Fed's next meeting (Ad) "How I 6X-ed my wife's 401K in 1 year" At the peak of the dot-com boom, a former hedge fund manager put all $20,000 of his wife's 401k into shares of just ONE stock. Everyone on Wall Street said he was crazy. But a year later, that $20,000 in his wife's account was worth $120,000. Today, he says: "If you thought the dot-com mania was intense, what's about to happen in the coming weeks could be even crazier and could open up a new window of opportunity for 500%-plus gains." Click here now to watch this exclusive interview
2/9/2024	Norges Bank	1,890,135	$48.31M	0.0%	N/A	1.136%
2/8/2024	Brown Advisory Inc.	1,587,973	$40.59M	0.1%	-0.7%	0.954%
2/8/2024	Nicola Wealth Management LTD.	30,961	$791K	0.1%	-49.8%	0.019%
2/8/2024	Quadrant Capital Group LLC	6,567	$168K	0.0%	+15.5%	0.004%
2/8/2024	Mitsubishi UFJ Asset Management Co. Ltd.	95,716	$2.46M	0.0%	+2.1%	0.058%
2/8/2024	Moran Wealth Management LLC	63,323	$1.62M	0.1%	N/A	0.038%
2/8/2024	Massachusetts Financial Services Co. MA	33,614	$859K	0.0%	+1.6%	0.020%
2/7/2024	Principal Financial Group Inc.	2,509,823	$64.15M	0.0%	-1.9%	1.508%
2/7/2024	Dimensional Fund Advisors LP	2,226,757	$56.92M	0.0%	+1.2%	1.338%
2/7/2024	QRG Capital Management Inc.	44,218	$1.13M	0.0%	+15.3%	0.027%

(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, 254 institutional investors and hedge funds held shares of Essential Properties Realty Trust. The most heavily invested institutionals were Vanguard Group Inc. ($676.56M), BlackRock Inc. ($649.32M), Wellington Management Group LLP ($253.84M), Invesco Ltd. ($130.11M), Deutsche Bank AG ($114.76M), FMR LLC ($85.83M), and Geode Capital Management LLC ($76.67M).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 222 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: Cohen & Steers Inc. ($4.28M), Deutsche Bank AG ($3.55M), BlackRock Inc. ($3.36M), Principal Financial Group Inc. ($1.91M), Norges Bank ($1.89M), Invesco Ltd. ($1.61M), and Aew Capital Management L P ($1.61M).

How much institutional buying is happening at Essential Properties Realty Trust?: Institutional investors have bought a total of 44,255,351 shares in the last 24 months. This purchase volume represents approximately $1.01B in transactions.
Which Essential Properties Realty Trust major shareholders have been selling company stock?: Of the 131 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: Prudential Financial Inc. ($1.19M), Russell Investments Group Ltd. ($1.03M), BROOKFIELD Corp ON ($598.32K), Wellington Management Group LLP ($590.77K), Deutsche Bank AG ($458.08K), Vanguard Group Inc. ($413.21K), and New York State Common Retirement Fund ($316.39K).
How much institutional selling is happening at Essential Properties Realty Trust?: Institutional investors have sold a total of 10,107,997 shares in the last 24 months. This volume of shares sold represents approximately $230.28M in transactions.