Essential Properties Realty Trust (EPRT) Institutional Ownership

$30.03 -0.09 (-0.30%)

Closing price 03:59 PM Eastern

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$29.99 -0.04 (-0.13%)

As of 08:00 PM Eastern

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Current Institutional Ownership Percentage: 96.98%
Number of Institutional Buyers (last 12 months): 216
Total Institutional Inflows (last 12 months): $3.17B

Number of Institutional Sellers (last 12 months): 144
Total Institutional Outflows (last 12 months): $769.47M

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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
8/27/2026	Corient Private Wealth LP	16,504	$493K	0.0%	N/A	0.008%
8/26/2026	Amundi	597,870	$17.85M	0.0%	-18.8%	0.276%
8/26/2026	HighTower Advisors LLC	14,479	$432K	0.0%	-27.3%	0.007%
8/25/2026	VIRGINIA RETIREMENT SYSTEMS ET Al	255,589	$7.63M	0.0%	N/A	0.118%
8/24/2026	California State Teachers Retirement System	7,296,773	$217.81M	0.0%	+2,970.2%	3.374%
8/23/2026	Readystate Asset Management LP	154,206	$4.60M	0.2%	N/A	0.071%
8/22/2026	AlphaGrep UK Ltd	7,694	$230K	0.1%	N/A	0.004%
8/21/2026	Nykredit A S	2,949	$88K	0.0%	N/A	0.001%
8/20/2026	Two Sigma Securities LLC	20,935	$625K	0.1%	+136.9%	0.010%
8/20/2026	Alyeska Investment Group L.P.	2,978,241	$88.90M	0.2%	-14.0%	1.377%
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8/19/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	1,263,798	$37.72M	0.0%	+14,648.5%	0.584%
8/19/2026	Van ECK Associates Corp	61,358	$1.83M	0.0%	+9.4%	0.028%
8/19/2026	Nissay Asset Management Corp Japan	33,419	$998K	0.0%	+3.2%	0.015%
8/19/2026	Hsbc Holdings PLC	903,410	$27.01M	0.0%	-12.1%	0.418%
8/19/2026	Wellington Management Group LLP	5,335,415	$159.26M	0.0%	-35.6%	2.467%
8/18/2026	Empowered Funds LLC	7,696	$230K	0.0%	N/A	0.004%
8/18/2026	Public Employees Retirement System of Ohio	252,533	$7.54M	0.0%	N/A	0.117%
8/17/2026	Adelante Capital Management LLC	549,615	$16.41M	1.1%	N/A	0.254%
8/17/2026	Corient Private Wealth LP	15,571	$465K	0.0%	N/A	0.007%
8/17/2026	Perennial Investment Advisors LLC	26,067	$778K	0.1%	N/A	0.012%
8/17/2026	Bank of America Corp DE	1,743,929	$52.06M	0.0%	N/A	0.806%
8/15/2026	Jupiter Topco LLC	95,022	$2.84M	0.0%	N/A	0.044%
8/14/2026	Hsbc Holdings PLC	903,410	$27.01M	0.0%	N/A	0.418%
8/14/2026	Legal & General Group Plc	1,321,897	$39.46M	0.0%	N/A	0.611%
8/14/2026	The Manufacturers Life Insurance Company	111,800	$3.34M	0.0%	N/A	0.052%
8/14/2026	Cetera Trust Company N.A	8,200	$245K	0.1%	N/A	0.004%
8/14/2026	Cullen Capital Management LLC	7,120	$213K	0.0%	N/A	0.003%
8/14/2026	Whalen Wealth Management Inc.	14,151	$422K	0.2%	N/A	0.007%
8/13/2026	Connor Clark & Lunn Investment Management Ltd.	35,152	$1.05M	0.0%	N/A	0.016%
8/12/2026	Elevation Point Wealth Partners LLC	7,852	$236K	0.0%	N/A	0.004%
8/12/2026	Quantbot Technologies LP	88,181	$2.63M	0.1%	N/A	0.041%
8/12/2026	Landscape Capital Management L.L.C.	151,175	$4.51M	0.3%	N/A	0.070%
8/12/2026	EP Wealth Advisors LLC	8,215	$245K	0.0%	N/A	0.004%
8/11/2026	Allworth Financial LP	20,599	$615K	0.0%	N/A	0.010%
8/11/2026	OVERSEA CHINESE BANKING Corp Ltd	137,550	$4.11M	0.1%	N/A	0.064%
8/11/2026	Pasadena Private Wealth LLC	12,996	$388K	0.0%	N/A	0.006%
8/11/2026	Aurora Investment Counsel	91,448	$2.73M	1.4%	N/A	0.042%
8/8/2026	First National Bank of Omaha	105,461	$3.15M	0.1%	N/A	0.049%
8/7/2026	BlackRock Inc.	39,636,617	$1.18B	0.0%	N/A	18.327%
8/7/2026	Deutsche Bank AG	387,308	$11.56M	0.0%	N/A	0.179%
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8/7/2026	Pursue Wealth Partners LLC	10,560	$315K	0.2%	N/A	0.005%
8/7/2026	Mitsubishi UFJ Asset Management Co. Ltd.	185,529	$5.54M	0.0%	N/A	0.086%
8/6/2026	Global Retirement Partners LLC	1,372	$41K	0.0%	N/A	0.001%
8/6/2026	Bank of New York Mellon Corp	1,714,032	$51.16M	0.0%	N/A	0.793%
8/6/2026	GSA Capital Partners LLP	217,401	$6.49M	0.4%	N/A	0.101%
7/9/2026	Hennion & Walsh Asset Management Inc.	34,903	$1.04M	0.0%	-3.9%	0.016%
7/7/2026	GAMMA Investing LLC	4,264	$127K	0.0%	-19.0%	0.002%
7/1/2026	Pensionfund Sabic	29,500	$881K	0.9%	+7.3%	0.014%
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%
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%
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%
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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%

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), California State Teachers Retirement System ($217.81M), Northwestern Mutual Wealth Management Co. ($199.83M), and Invesco Ltd. ($173.65M).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 338 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), California State Teachers Retirement System ($7.13M), Northwestern Mutual Wealth Management Co. ($6.74M), Daiwa Securities Group Inc. ($3.97M), and Invesco Ltd. ($3.87M).

Institutional investors have bought a total of 106,283,785 shares in the last 24 months. This purchase volume represents approximately $3.17B 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 25,848,595 shares in the last 24 months. This volume of shares sold represents approximately $769.47M 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 8/27/2026. New 13F filings are added each quarter as they're published.

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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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