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AAPL   179.66 (-0.60%)
MSFT   415.50 (+0.45%)
META   502.30 (+2.48%)
GOOGL   137.14 (-0.95%)
AMZN   178.22 (+0.83%)
TSLA   202.64 (+0.38%)
NVDA   822.79 (+4.00%)
NIO   5.77 (+0.35%)
AMD   202.64 (+5.25%)
BABA   74.63 (+0.81%)
T   17.00 (+0.41%)
F   12.45 (+0.08%)
MU   95.15 (+5.01%)
CGC   3.21 (-2.43%)
GE   158.67 (+1.13%)
DIS   111.93 (+0.31%)
AMC   4.36 (+0.93%)
PFE   26.58 (+0.08%)
PYPL   60.54 (+0.33%)
XOM   105.78 (+1.21%)
S&P 500   5,137.08 (+0.80%)
DOW   39,087.38 (+0.23%)
QQQ   445.61 (+1.51%)
AAPL   179.66 (-0.60%)
MSFT   415.50 (+0.45%)
META   502.30 (+2.48%)
GOOGL   137.14 (-0.95%)
AMZN   178.22 (+0.83%)
TSLA   202.64 (+0.38%)
NVDA   822.79 (+4.00%)
NIO   5.77 (+0.35%)
AMD   202.64 (+5.25%)
BABA   74.63 (+0.81%)
T   17.00 (+0.41%)
F   12.45 (+0.08%)
MU   95.15 (+5.01%)
CGC   3.21 (-2.43%)
GE   158.67 (+1.13%)
DIS   111.93 (+0.31%)
AMC   4.36 (+0.93%)
PFE   26.58 (+0.08%)
PYPL   60.54 (+0.33%)
XOM   105.78 (+1.21%)
S&P 500   5,137.08 (+0.80%)
DOW   39,087.38 (+0.23%)
QQQ   445.61 (+1.51%)
AAPL   179.66 (-0.60%)
MSFT   415.50 (+0.45%)
META   502.30 (+2.48%)
GOOGL   137.14 (-0.95%)
AMZN   178.22 (+0.83%)
TSLA   202.64 (+0.38%)
NVDA   822.79 (+4.00%)
NIO   5.77 (+0.35%)
AMD   202.64 (+5.25%)
BABA   74.63 (+0.81%)
T   17.00 (+0.41%)
F   12.45 (+0.08%)
MU   95.15 (+5.01%)
CGC   3.21 (-2.43%)
GE   158.67 (+1.13%)
DIS   111.93 (+0.31%)
AMC   4.36 (+0.93%)
PFE   26.58 (+0.08%)
PYPL   60.54 (+0.33%)
XOM   105.78 (+1.21%)

Essential Properties Realty Trust (EPRT) Institutional Ownership

$24.38
+0.49 (+2.05%)
(As of 03/1/2024 ET)

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)
219
Total
Institutional Inflows
(last 12 months)
$722.65 M
Number of
Institutional Sellers
(last 12 months)
111
Total
Institutional Outflows
(last 12 months)
$199.03 M
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EPRT Institutional Buying and Selling by Quarter


Essential Properties Realty Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/1/2024Goldman Sachs Group Inc.322,177$8.24M0.0%-4.3%0.194%
2/28/2024American International Group Inc.84,914$2.17M0.0%-0.8%0.051%
2/26/2024Teachers Retirement System of The State of Kentucky120,002$3.07M0.0%+18.1%0.072%
2/16/2024Price T Rowe Associates Inc. MD83,166$2.13M0.0%+4.3%0.050%
2/16/2024GSA Capital Partners LLP50,548$1.29M0.1%N/A0.030%
2/15/2024Mercer Global Advisors Inc. ADV17,463$0.45M0.0%+39.4%0.010%
2/15/2024Virtus ETF Advisers LLC8,958$0.23M0.1%+5.5%0.005%
2/15/2024Legal & General Group Plc1,454,569$37.18M0.0%+5.6%0.874%
2/15/2024Barclays PLC267,215$6.83M0.0%+160.0%0.161%
2/15/2024Perpetual Ltd77,890$1.99M0.0%+15.2%0.047%
2/15/2024Vanguard Group Inc.24,317,310$621.55M0.0%-1.7%14.609%
2/15/2024Voloridge Investment Management LLC188,519$4.82M0.0%-9.1%0.113%
2/15/2024Voya Investment Management LLC334,001$8.54M0.0%+0.9%0.201%
2/15/2024Weiss Multi Strategy Advisers LLC1,386,660$35.44M0.9%-14.9%0.833%
2/15/2024Nuveen Asset Management LLC1,520,939$39M0.0%-39.9%0.914%
2/15/2024Prelude Capital Management LLC19,962$0.51M0.0%N/A0.012%
2/15/2024Price T Rowe Associates Inc. MD83,166$2.13M0.0%+4.3%0.050%
2/15/2024Profund Advisors LLC9,974$0.26M0.0%N/A0.006%
2/15/2024Public Sector Pension Investment Board323,771$8.28M0.1%+68.1%0.195%
2/15/2024Gotham Asset Management LLC15,197$0.39M0.0%+34.5%0.009%
2/15/2024Heitman Real Estate Securities LLC1,048,293$26.79M1.4%+5.7%0.630%
2/15/2024Bridgefront Capital LLC9,681$0.25M0.2%N/A0.006%
2/15/2024Cohen & Steers Inc.1,011,183$25.85M0.1%-2.8%0.607%
2/14/2024Royal Bank of Canada89,209$2.28M0.0%+38.2%0.054%
2/14/2024Pathstone Holdings LLC7,941$0.20M0.0%N/A0.005%
2/14/2024Point72 Asset Management L.P.17,200$0.44M0.0%-97.5%0.010%
2/14/2024Creative Planning10,912$0.28M0.0%N/A0.007%
2/14/2024Cubist Systematic Strategies LLC45,771$1.17M0.0%N/A0.027%
2/14/2024Putnam Investments LLC13,817$0.35M0.0%-12.1%0.008%
2/14/2024HGI Capital Management LLC11,590$0.30M0.3%-92.3%0.007%
2/14/2024Verition Fund Management LLC506,645$12.95M0.1%-2.5%0.304%
2/14/2024Sei Investments Co.445,781$11.39M0.0%+26.8%0.268%
2/14/2024Capital Fund Management S.A.69,222$1.77M0.0%N/A0.042%
2/13/2024Envestnet Asset Management Inc.149,658$3.83M0.0%+4.9%0.090%
2/13/2024Northern Trust Corp1,972,841$50.43M0.0%-4.2%1.185%
2/13/2024American International Group Inc.84,914$2.17M0.0%-0.8%0.051%
2/13/2024Public Employees Retirement Association of Colorado15,825$0.40M0.0%-92.6%0.010%
2/13/2024Tower Research Capital LLC TRC 43,418$1.11M0.0%+200.0%0.026%
2/13/2024First Trust Advisors LP130,543$3.34M0.0%-2.3%0.078%
2/13/2024Centersquare Investment Management LLC15,580$0.40M0.0%+24.2%0.009%
2/13/2024Goldman Sachs Group Inc.322,177$8.24M0.0%-4.3%0.194%
2/13/2024CIBC Asset Management Inc10,434$0.27M0.0%-34.0%0.006%
2/13/2024KBC Group NV3,674$94K0.0%-69.0%0.002%
2/13/2024Campbell & CO Investment Adviser LLC48,931$1.25M0.1%+139.8%0.029%
2/12/2024Eagle Asset Management Inc.201,018$5.14M0.0%-5.6%0.121%
2/12/2024Evoke Wealth LLC9,295$0.24M0.0%N/A0.006%
2/12/2024Capstone Investment Advisors LLC15,000$0.38M0.0%N/A0.009%
2/12/2024Allianz Asset Management GmbH20,200$0.52M0.0%-38.4%0.012%
2/12/2024Stifel Financial Corp177,786$4.54M0.0%-1.1%0.107%
2/12/2024Heritage Wealth Advisors1,200$31K0.0%+71.4%0.001%
2/12/2024Hsbc Holdings PLC111,751$2.86M0.0%+25.2%0.067%
2/9/2024Nomura Asset Management Co. Ltd.187,100$4.78M0.0%-3.7%0.112%
2/9/2024Wells Fargo & Company MN292,301$7.47M0.0%-0.8%0.176%
2/9/2024UBS Group AG229,218$5.86M0.0%+5,607.6%0.138%
2/9/2024PNC Financial Services Group Inc.10,250$0.26M0.0%-3.8%0.006%
2/9/2024Dynamic Technology Lab Private Ltd10,499$0.27M0.0%N/A0.006%
2/9/2024Norges Bank1,890,135$48.31M0.0%N/A1.136%
2/8/2024Brown Advisory Inc.1,587,973$40.59M0.1%-0.7%0.954%
2/8/2024Nicola Wealth Management LTD.30,961$0.79M0.1%-49.8%0.019%
2/8/2024Quadrant Capital Group LLC6,567$0.17M0.0%+15.5%0.004%
2/8/2024Mitsubishi UFJ Asset Management Co. Ltd.95,716$2.46M0.0%+2.1%0.058%
2/8/2024Moran Wealth Management LLC63,323$1.62M0.1%N/A0.038%
2/8/2024Massachusetts Financial Services Co. MA33,614$0.86M0.0%+1.6%0.020%
2/7/2024Principal Financial Group Inc.2,509,823$64.15M0.0%-1.9%1.508%
2/7/2024Dimensional Fund Advisors LP2,226,757$56.92M0.0%+1.2%1.338%
2/7/2024QRG Capital Management Inc.44,218$1.13M0.0%+15.3%0.027%
2/7/2024Jump Financial LLC78,001$1.99M0.1%+32.9%0.047%
2/7/2024BNP Paribas Financial Markets127,686$3.26M0.0%-17.4%0.077%
2/7/2024Teacher Retirement System of Texas61,683$1.58M0.0%-49.3%0.037%
2/7/2024Versor Investments LP14,424$0.37M0.1%-20.4%0.009%
2/7/2024Principal Securities Inc.1,214$31K0.0%N/A0.001%
2/6/2024EdgeRock Capital LLC1,050$26K0.0%N/A0.001%
2/6/2024Charles Schwab Investment Management Inc.2,230,214$57M0.0%+1.0%1.340%
2/6/2024Maryland State Retirement & Pension System56,706$1.45M0.0%-1.5%0.034%
2/6/2024Metis Global Partners LLC10,344$0.26M0.0%N/A0.006%
2/6/2024Amalgamated Bank59,136$1.51M0.0%-3.3%0.036%
2/6/2024Los Angeles Capital Management LLC42,419$1.08M0.0%-13.7%0.025%
2/6/2024Natixis Advisors L.P.96,893$2.48M0.0%+20.5%0.058%
2/6/2024Swiss National Bank307,500$7.86M0.0%-6.0%0.185%
2/5/2024Victory Capital Management Inc.1,100,146$28.12M0.0%-2.9%0.661%
2/5/2024Van ECK Associates Corp21,862$0.56M0.0%+19.7%0.013%
2/5/2024Russell Investments Group Ltd.2,614,218$66.95M0.1%+17.7%1.571%
2/2/2024Truist Financial Corp74,136$1.90M0.0%-3.0%0.045%
2/2/2024Aew Capital Management L P1,609,654$41.14M1.5%+21.3%0.967%
2/2/2024State of New Jersey Common Pension Fund D156,490$4M0.0%+4.2%0.094%
2/2/2024Stevens Capital Management LP12,247$0.31M0.1%-65.2%0.007%
2/2/2024Bailard Inc.26,453$0.68M0.0%-12.6%0.016%
2/1/2024New York State Common Retirement Fund64,369$1.65M0.0%+1.4%0.039%
2/1/2024Illinois Municipal Retirement Fund88,076$2.25M0.0%+2.5%0.053%
2/1/2024Jennison Associates LLC32,576$0.83M0.0%-55.5%0.020%
2/1/2024Foundry Partners LLC17,174$0.44M0.0%+4.1%0.010%
2/1/2024Cetera Trust Company N.A9,425$0.24M0.2%N/A0.006%
2/1/2024Handelsbanken Fonder AB34,000$0.87M0.0%+58.1%0.020%
2/1/2024OVERSEA CHINESE BANKING Corp Ltd179,600$4.59M0.2%+6.0%0.108%
2/1/2024Signaturefd LLC2,492$64K0.0%+666.8%0.001%
1/31/2024abrdn plc28,642$0.73M0.0%-8.5%0.017%
1/31/2024Federated Hermes Inc.93,919$2.40M0.0%N/A0.056%
1/31/2024Daiwa Securities Group Inc.47,407$1.21M0.0%-4.9%0.028%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank 89,519$2.29M0.0%-1.3%0.054%
1/30/2024Mackenzie Financial Corp29,658$0.76M0.0%-9.7%0.018%
(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, 305 institutional investors and hedge funds held shares of Essential Properties Realty Trust. The most heavily invested institutionals were BlackRock Inc. ($649.32M), Vanguard Group Inc. ($621.55M), State Street Corp ($226.58M), Wellington Management Group LLP ($181.43M), Invesco Ltd. ($130.11M), Morgan Stanley ($126.67M), and Deutsche Bank AG ($114.76M).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 278 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: Deutsche Bank AG ($4.58M), Cohen & Steers Inc. ($4.28M), Morgan Stanley ($3.98M), Norges Bank ($3.51M), BlackRock Inc. ($3.36M), Vanguard Group Inc. ($2.77M), and State Street Corp ($2.29M).

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

Institutional investors have bought a total of 64,382,006 shares in the last 24 months. This purchase volume represents approximately $1.47B in transactions.

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

Of the 161 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: Price T Rowe Associates Inc. MD ($3.33M), Prudential Financial Inc. ($1.19M), BlackRock Inc. ($1.11M), Nuveen Asset Management LLC ($1.01M), Russell Investments Group Ltd. ($0.89M), Alliancebernstein L.P. ($0.78M), and Point72 Asset Management L.P. ($0.67M).

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

Institutional investors have sold a total of 19,689,104 shares in the last 24 months. This volume of shares sold represents approximately $438.26M in transactions.


This page (NYSE:EPRT) was last updated on 3/1/2024 by MarketBeat.com Staff