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Essential Properties Realty Trust (EPRT) Institutional Ownership

Essential Properties Realty Trust logo
$31.14 -0.04 (-0.13%)
Closing price 07/2/2026 03:59 PM Eastern
Extended Trading
$31.18 +0.04 (+0.13%)
As of 07/2/2026 07:23 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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)
238
Total
Institutional Inflows
(last 12 months)
$1.81B
Number of
Institutional Sellers
(last 12 months)
162
Total
Institutional Outflows
(last 12 months)
$779.41M
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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
7/1/2026 Pensionfund Sabic29,500$881K0.9%+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 Company 95,649$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 ON 585,640$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%
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%
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5/1/2026Sequoia Financial Advisors LLC10,724$326K0.0%+20.3%0.005%
4/30/2026Hsbc Holdings PLC1,027,521$31.35M0.0%+23.9%0.475%
4/30/2026Ibex Wealth Advisors9,815$298K0.0%N/A0.005%
4/30/2026Kestra Advisory Services LLC10,820$328K0.0%-9.3%0.005%
4/30/2026Sumitomo Mitsui Trust Group Inc.228,723$6.94M0.0%+6.3%0.106%
4/30/2026Resona Asset Management Co. Ltd.92,797$2.85M0.0%+11.5%0.043%
4/30/2026Oregon Public Employees Retirement Fund48,003$1.46M0.0%+6.0%0.022%
4/29/2026Burney Co.37,249$1.13M0.0%-21.8%0.017%
4/28/2026Collaborative Fund Advisors LLC14,230$432K0.3%N/A0.007%
4/28/2026Abel Hall LLC6,662$202K0.0%N/A0.003%
4/28/2026QRG Capital Management Inc.72,257$2.19M0.0%+15.7%0.033%
4/27/2026Moran Wealth Management LLC35,706$1.08M0.0%-31.7%0.017%
4/27/2026New York State Teachers Retirement System230,231$6.99M0.0%-2.7%0.106%
4/27/2026Y Intercept Hong Kong Ltd14,711$447K0.0%-88.0%0.007%
4/27/2026Elevation Point Wealth Partners LLC7,896$241K0.0%N/A0.004%
4/25/2026Strs Ohio684,400$20.78M0.1%-4.9%0.316%
4/23/2026Pasadena Private Wealth LLC11,488$349K0.0%-10.1%0.005%
4/22/2026Pictet Asset Management Holding SA32,450$985K0.0%+11.4%0.015%
4/22/2026Sterling Capital Management LLC49,171$1.49M0.0%-38.7%0.023%
4/21/2026Louisiana State Employees Retirement System93,100$2.83M0.0%N/A0.044%
4/20/2026Vanderbilt University36,078$1.10M0.2%+0.9%0.017%
4/16/2026SG Americas Securities LLC47,260$1.44M0.0%-20.6%0.022%
3/20/2026Hsbc Holdings PLC829,555$24.61M0.0%-5.4%0.395%
3/9/2026Corient Private Wealth LLC16,678$495K0.0%+15.3%0.008%
3/6/2026Hsbc Holdings PLC829,555$24.61M0.0%-5.4%0.395%
3/3/2026Caitong International Asset Management Co. Ltd1,614$48K0.0%+273.6%0.001%
2/25/2026Sit Investment Associates Inc.26,375$782K0.0%+20.0%0.013%
2/19/2026Mcguire Capital Advisors Inc.3,345$99K0.1%N/A0.002%
2/19/2026T. Rowe Price Investment Management Inc.1,191,489$35.34M0.0%-38.5%0.568%
2/19/2026Invesco Ltd.5,854,549$173.65M0.0%-6.2%2.789%
2/19/2026Corient Private Wealth LLC15,796$469K0.0%+9.2%0.008%
2/18/2026Mercer Global Advisors Inc. ADV25,954$770K0.0%+8.2%0.012%
2/18/2026Summit Global Investments16,115$478K0.0%N/A0.008%
2/18/2026State of Tennessee Department of Treasury79,004$2.40M0.0%-9.0%0.038%
2/18/2026EP Wealth Advisors LLC8,413$250K0.0%N/A0.004%
2/18/2026Mackenzie Financial Corp13,641$410K0.0%-2.3%0.006%
2/18/2026XTX Topco Ltd27,324$810K0.0%N/A0.013%
2/18/2026Adelante Capital Management LLC411,313$12.20M0.8%-18.9%0.196%
2/18/2026VARCOV Co.12,444$369K0.1%N/A0.006%
2/18/2026Voloridge Investment Management LLC440,028$13.05M0.0%-11.6%0.210%
2/18/2026Wellington Management Group LLP7,844,570$232.67M0.1%+5.7%3.738%
2/18/2026SummitTX Capital L.P.382,917$11.36M0.3%+11.8%0.182%
2/18/2026Susquehanna Portfolio Strategies LLC395,042$11.72M0.2%+103.6%0.188%
2/18/2026Tudor Investment Corp ET AL605,047$17.95M0.0%-49.0%0.288%
2/18/2026Polymer Capital Management US LLC11,528$342K0.0%N/A0.005%
2/18/2026Millennium Management LLC227,497$6.75M0.0%-79.2%0.108%
2/18/2026Balyasny Asset Management L.P.2,704,196$80.21M0.1%-31.9%1.288%
2/18/2026Boothbay Fund Management LLC16,200$480K0.0%+18.2%0.008%
2/18/2026Bridgeway Capital Management LLC82,600$2.45M0.1%-40.3%0.039%
2/17/2026Schonfeld Strategic Advisors LLC1,260,566$37.39M0.2%+12,043.0%0.601%
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2/17/2026Gillson Capital LP906,694$26.89M1.7%N/A0.432%
2/17/2026AQR Capital Management LLC54,992$1.63M0.0%+10.0%0.026%
2/17/2026Lazard Asset Management LLC49,643$1.47M0.0%-40.5%0.024%
2/17/2026Amundi265,514$7.88M0.0%-68.9%0.127%
2/17/2026FIL Ltd127,906$3.79M0.0%-23.1%0.061%
2/17/2026Jump Financial LLC14,696$436K0.0%N/A0.007%
2/17/2026Price T Rowe Associates Inc. MD169,386$5.02M0.0%-69.7%0.081%
2/17/2026T. Rowe Price Investment Management Inc.482,107$14.30M0.0%-75.1%0.230%
2/17/2026Osaic Holdings Inc.12,704$377K0.0%-3.6%0.006%
2/17/2026Adage Capital Partners GP L.L.C.1,030,000$30.55M0.0%-0.5%0.491%


EPRT Institutional Ownership - Frequently Asked Questions

During the previous two years, 379 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 334 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 60,000,596 shares in the last 24 months. This purchase volume represents approximately $1.81B in transactions.

Of the 162 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 25,935,045 shares in the last 24 months. This volume of shares sold represents approximately $779.41M in transactions.


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This page (NYSE:EPRT) was last updated on 7/4/2026 by MarketBeat.com Staff.
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