Essential Properties Realty Trust (EPRT) Institutional Ownership

$30.86 +0.51 (+1.69%)

Closing price 06/12/2026 03:59 PM Eastern

Extended Trading

$30.90 +0.04 (+0.13%)

As of 06/12/2026 08:00 PM Eastern

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Current Institutional Ownership Percentage: 96.98%
Number of Institutional Buyers (last 12 months): 238
Total Institutional Inflows (last 12 months): $1.81B

Number of Institutional Sellers (last 12 months): 164
Total Institutional Outflows (last 12 months): $783.66M

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EPRT Institutional Buying and Selling by Quarter

Essential Properties Realty Trust Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/26/2026	Glenmede Trust Co. NA	6,655	$202K	0.0%	-63.5%	0.003%
5/21/2026	Groupe la Francaise	17,765	$539K	0.0%	-10.5%	0.008%
5/19/2026	Bank of America Corp DE	1,329,642	$40.37M	0.0%	+45.5%	0.615%
5/19/2026	Edgestream Partners L.P.	194,596	$5.91M	0.2%	+4.5%	0.090%
5/18/2026	Amundi	736,225	$22.35M	0.0%	+177.3%	0.340%
5/18/2026	Adelante Capital Management LLC	650,129	$19.74M	1.3%	+58.1%	0.301%
5/18/2026	EverSource Wealth Advisors LLC	1,612	$49K	0.0%	+79.3%	0.001%
5/18/2026	California State Teachers Retirement System	237,668	$7.22M	0.0%	+25.9%	0.110%
5/18/2026	Royal Bank of Canada	54,463	$1.65M	0.0%	+13.1%	0.025%
5/18/2026	Rush Island Management LP	1,249,087	$37.92M	2.5%	N/A	0.578%
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5/18/2026	Empowered Funds LLC	16,415	$498K	0.0%	N/A	0.008%
5/16/2026	The Manufacturers Life Insurance Company	95,649	$2.90M	0.0%	+0.6%	0.044%
5/16/2026	SummitTX Capital L.P.	443,910	$13.48M	0.4%	+15.9%	0.205%
5/16/2026	BROOKFIELD Corp ON	585,640	$17.78M	0.0%	-12.6%	0.271%
5/15/2026	London Co. of Virginia	983,262	$29.85M	0.2%	-3.1%	0.455%
5/15/2026	Entropy Technologies LP	27,004	$820K	0.0%	+239.0%	0.012%
5/14/2026	Public Employees Retirement System of Ohio	232,431	$7.06M	0.0%	-16.0%	0.107%
5/14/2026	Caxton Associates LLP	76,280	$2.32M	0.1%	-54.5%	0.035%
5/14/2026	Inceptionr LLC	9,688	$294K	0.1%	N/A	0.004%
5/14/2026	Mizuho Markets Americas LLC	27,900	$847K	0.0%	N/A	0.013%
5/14/2026	Sei Investments Co.	1,323,745	$40.19M	0.0%	+157.3%	0.612%
5/14/2026	Lido Advisors LLC	11,398	$350K	0.0%	+17.3%	0.005%
5/14/2026	State of Wyoming	17,913	$544K	0.1%	+28.7%	0.008%
5/13/2026	Cetera Investment Advisers	17,395	$528K	0.0%	+37.4%	0.008%
5/13/2026	First Trust Advisors LP	70,566	$2.14M	0.0%	+71.4%	0.033%
5/8/2026	Summit Global Investments	15,061	$457K	0.0%	-6.5%	0.007%
5/7/2026	Dimensional Fund Advisors LP	3,101,020	$94.15M	0.0%	+6.3%	1.434%
5/7/2026	Swiss National Bank	392,100	$11.90M	0.0%	+0.4%	0.181%
5/6/2026	Aurora Investment Counsel	93,318	$2.83M	1.6%	-6.2%	0.043%
5/6/2026	California Public Employees Retirement System	352,748	$10.71M	0.0%	+0.6%	0.163%
5/6/2026	Assetmark Inc.	1,339	$41K	0.0%	+47.8%	0.001%
5/6/2026	B&I Capital AG	281,284	$8.54M	2.9%	+11.0%	0.130%
5/6/2026	Allspring Global Investments Holdings LLC	21,859	$669K	0.0%	+10.8%	0.010%
5/5/2026	Bank of New York Mellon Corp	1,580,009	$47.97M	0.0%	+1.0%	0.731%
5/5/2026	Illinois Municipal Retirement Fund	103,401	$3.14M	0.0%	-5.9%	0.048%
5/5/2026	Maryland State Retirement & Pension System	30,610	$929K	0.0%	+4.9%	0.014%
5/4/2026	Principal Financial Group Inc.	2,771,898	$84.16M	0.0%	+3.9%	1.282%
5/1/2026	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	141,328	$4.29M	0.0%	+24.4%	0.065%
5/1/2026	Fifth Third Bancorp	6,279	$191K	0.0%	+637.0%	0.003%
5/1/2026	Sequoia Financial Advisors LLC	10,724	$326K	0.0%	+20.3%	0.005%
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4/30/2026	Hsbc Holdings PLC	1,027,521	$31.35M	0.0%	+23.9%	0.475%
4/30/2026	Ibex Wealth Advisors	9,815	$298K	0.0%	N/A	0.005%
4/30/2026	Kestra Advisory Services LLC	10,820	$328K	0.0%	-9.3%	0.005%
4/30/2026	Sumitomo Mitsui Trust Group Inc.	228,723	$6.94M	0.0%	+6.3%	0.106%
4/30/2026	Resona Asset Management Co. Ltd.	92,797	$2.85M	0.0%	+11.5%	0.043%
4/30/2026	Oregon Public Employees Retirement Fund	48,003	$1.46M	0.0%	+6.0%	0.022%
4/29/2026	Burney Co.	37,249	$1.13M	0.0%	-21.8%	0.017%
4/28/2026	Collaborative Fund Advisors LLC	14,230	$432K	0.3%	N/A	0.007%
4/28/2026	Abel Hall LLC	6,662	$202K	0.0%	N/A	0.003%
4/28/2026	QRG Capital Management Inc.	72,257	$2.19M	0.0%	+15.7%	0.033%
4/27/2026	Moran Wealth Management LLC	35,706	$1.08M	0.0%	-31.7%	0.017%
4/27/2026	New York State Teachers Retirement System	230,231	$6.99M	0.0%	-2.7%	0.106%
4/27/2026	Y Intercept Hong Kong Ltd	14,711	$447K	0.0%	-88.0%	0.007%
4/27/2026	Elevation Point Wealth Partners LLC	7,896	$241K	0.0%	N/A	0.004%
4/25/2026	Strs Ohio	684,400	$20.78M	0.1%	-4.9%	0.316%
4/23/2026	Pasadena Private Wealth LLC	11,488	$349K	0.0%	-10.1%	0.005%
4/22/2026	Pictet Asset Management Holding SA	32,450	$985K	0.0%	+11.4%	0.015%
4/22/2026	Sterling Capital Management LLC	49,171	$1.49M	0.0%	-38.7%	0.023%
4/21/2026	Louisiana State Employees Retirement System	93,100	$2.83M	0.0%	N/A	0.044%
4/20/2026	Vanderbilt University	36,078	$1.10M	0.2%	+0.9%	0.017%
4/16/2026	SG Americas Securities LLC	47,260	$1.44M	0.0%	-20.6%	0.022%
3/20/2026	Hsbc Holdings PLC	829,555	$24.61M	0.0%	-5.4%	0.395%
3/9/2026	Corient Private Wealth LLC	16,678	$495K	0.0%	+15.3%	0.008%
3/6/2026	Hsbc Holdings PLC	829,555	$24.61M	0.0%	-5.4%	0.395%
3/3/2026	Caitong International Asset Management Co. Ltd	1,614	$48K	0.0%	+273.6%	0.001%
2/25/2026	Sit Investment Associates Inc.	26,375	$782K	0.0%	+20.0%	0.013%
2/19/2026	Mcguire Capital Advisors Inc.	3,345	$99K	0.1%	N/A	0.002%
2/19/2026	T. Rowe Price Investment Management Inc.	1,191,489	$35.34M	0.0%	-38.5%	0.568%
2/19/2026	Invesco Ltd.	5,854,549	$173.65M	0.0%	-6.2%	2.789%
2/19/2026	Corient Private Wealth LLC	15,796	$469K	0.0%	+9.2%	0.008%
2/18/2026	Mercer Global Advisors Inc. ADV	25,954	$770K	0.0%	+8.2%	0.012%
2/18/2026	Summit Global Investments	16,115	$478K	0.0%	N/A	0.008%
2/18/2026	State of Tennessee Department of Treasury	79,004	$2.40M	0.0%	-9.0%	0.038%
2/18/2026	EP Wealth Advisors LLC	8,413	$250K	0.0%	N/A	0.004%
2/18/2026	Mackenzie Financial Corp	13,641	$410K	0.0%	-2.3%	0.006%
2/18/2026	XTX Topco Ltd	27,324	$810K	0.0%	N/A	0.013%
2/18/2026	Adelante Capital Management LLC	411,313	$12.20M	0.8%	-18.9%	0.196%
2/18/2026	VARCOV Co.	12,444	$369K	0.1%	N/A	0.006%
2/18/2026	Voloridge Investment Management LLC	440,028	$13.05M	0.0%	-11.6%	0.210%
2/18/2026	Wellington Management Group LLP	7,844,570	$232.67M	0.1%	+5.7%	3.738%
2/18/2026	SummitTX Capital L.P.	382,917	$11.36M	0.3%	+11.8%	0.182%
2/18/2026	Susquehanna Portfolio Strategies LLC	395,042	$11.72M	0.2%	+103.6%	0.188%
2/18/2026	Tudor Investment Corp ET AL	605,047	$17.95M	0.0%	-49.0%	0.288%
2/18/2026	Polymer Capital Management US LLC	11,528	$342K	0.0%	N/A	0.005%
2/18/2026	Millennium Management LLC	227,497	$6.75M	0.0%	-79.2%	0.108%
2/18/2026	Balyasny Asset Management L.P.	2,704,196	$80.21M	0.1%	-31.9%	1.288%
2/18/2026	Boothbay Fund Management LLC	16,200	$480K	0.0%	+18.2%	0.008%
2/18/2026	Bridgeway Capital Management LLC	82,600	$2.45M	0.1%	-40.3%	0.039%
2/17/2026	Schonfeld Strategic Advisors LLC	1,260,566	$37.39M	0.2%	+12,043.0%	0.601%
2/17/2026	Gillson Capital LP	906,694	$26.89M	1.7%	N/A	0.432%
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2/17/2026	AQR Capital Management LLC	54,992	$1.63M	0.0%	+10.0%	0.026%
2/17/2026	Lazard Asset Management LLC	49,643	$1.47M	0.0%	-40.5%	0.024%
2/17/2026	Amundi	265,514	$7.88M	0.0%	-68.9%	0.127%
2/17/2026	FIL Ltd	127,906	$3.79M	0.0%	-23.1%	0.061%
2/17/2026	Jump Financial LLC	14,696	$436K	0.0%	N/A	0.007%
2/17/2026	Price T Rowe Associates Inc. MD	169,386	$5.02M	0.0%	-69.7%	0.081%
2/17/2026	T. Rowe Price Investment Management Inc.	482,107	$14.30M	0.0%	-75.1%	0.230%
2/17/2026	Osaic Holdings Inc.	12,704	$377K	0.0%	-3.6%	0.006%
2/17/2026	Adage Capital Partners GP L.L.C.	1,030,000	$30.55M	0.0%	-0.5%	0.491%
2/17/2026	Public Employees Retirement System of Ohio	276,602	$8.20M	0.0%	-3.1%	0.132%

EPRT Institutional Ownership - Frequently Asked Questions

During the previous two years, 380 institutional investors and hedge funds held shares of Essential Properties Realty Trust. The most heavily invested institutionals were Vanguard Group Inc. ($877.56M), Cohen & Steers Inc. ($552.03M), State Street Corp ($334.17M), Wellington Management Group LLP ($232.67M), Northwestern Mutual Wealth Management Co. ($199.83M), Invesco Ltd. ($173.65M), and Geode Capital Management LLC ($155.45M).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 335 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: Cohen & Steers Inc. ($9.82M), Norges Bank ($7.61M), Northwestern Mutual Wealth Management Co. ($6.74M), Daiwa Securities Group Inc. ($4.06M), Massachusetts Financial Services Co. MA ($4.06M), Invesco Ltd. ($3.87M), and Balyasny Asset Management L.P. ($3.75M).

Institutional investors have bought a total of 59,998,596 shares in the last 24 months. This purchase volume represents approximately $1.81B in transactions.

Of the 164 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: T. Rowe Price Investment Management Inc. ($2.20M), Macquarie Group Ltd. ($1.94M), Millennium Management LLC ($1.61M), Balyasny Asset Management L.P. ($1.57M), Invesco Ltd. ($1.48M), Alyeska Investment Group L.P. ($991.95K), and Brown Advisory Inc. ($930.09K).

Institutional investors have sold a total of 26,065,598 shares in the last 24 months. This volume of shares sold represents approximately $783.66M in transactions.

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This page (NYSE:EPRT) was last updated on 6/13/2026 by MarketBeat.com Staff.

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Essential Properties Realty Trust (EPRT) Institutional Ownership

EPRT Institutional Buying and Selling by Quarter

Essential Properties Realty Trust Major Shareholders & Ownership History

EPRT Institutional Ownership - Frequently Asked Questions

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Essential Properties Realty Trust (EPRT) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Essential Properties Realty Trust (NYSE:EPRT)

EPRT Institutional Buying and Selling by Quarter

Essential Properties Realty Trust Major Shareholders & Ownership History

EPRT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EPRT shares?

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

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

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

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

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

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