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Essential Properties Realty Trust (EPRT) Institutional Ownership

Essential Properties Realty Trust logo
$30.89 -0.31 (-0.99%)
Closing price 07/9/2025 03:57 PM Eastern
Extended Trading
$30.71 -0.18 (-0.58%)
As of 07:00 AM 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 Polygon.io. 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)
226
Total
Institutional Inflows
(last 12 months)
$1.22B
Number of
Institutional Sellers
(last 12 months)
136
Total
Institutional Outflows
(last 12 months)
$530.39M
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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
7/10/2025Sumitomo Mitsui DS Asset Management Company Ltd53,616$1.71M0.0%+5.9%0.027%
7/9/2025Lifestyle Asset Management Inc.8,580$274K0.1%N/A0.004%
6/30/2025Pensionfund Sabic30,500$996K0.3%-11.6%0.015%
6/30/2025 Pensionfund DSM Netherlands60,500$1.98M1.3%-7.6%0.031%
6/18/2025Voya Investment Management LLC55,202$1.80M0.0%-68.8%0.028%
6/10/2025BROOKFIELD Corp ON 802,946$26.21M0.1%+35.7%0.407%
6/3/2025Invst LLC23,335$762K0.1%N/A0.012%
5/28/2025Strs Ohio32,800$1.07M0.0%N/A0.017%
5/21/2025IFM Investors Pty Ltd35,239$1.15M0.0%-12.8%0.018%
5/20/2025Belpointe Asset Management LLC17,986$587K0.0%N/A0.009%
5/20/2025Fortis Capital Advisors LLC17,986$587K0.1%N/A0.009%
5/20/2025Intech Investment Management LLC76,959$2.51M0.0%+10.8%0.039%
5/19/2025Jane Street Group LLC71,991$2.35M0.0%N/A0.036%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC1,164,473$38.01M0.0%+3.0%0.590%
5/16/2025Caxton Associates LLP20,534$670K0.0%N/A0.010%
5/16/2025Goldman Sachs Group Inc.1,387,218$45.28M0.0%+16.4%0.702%
5/16/2025Adelante Capital Management LLC636,179$20.77M1.5%+1,231.9%0.322%
5/16/2025Nissay Asset Management Corp Japan ADV27,237$889K0.0%+7.1%0.014%
5/16/2025Millennium Management LLC1,394,060$45.50M0.0%+13.0%0.706%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.104,478$3.41M0.0%+4.6%0.053%
5/16/2025Clark Capital Management Group Inc.169,807$5.54M0.0%+12.6%0.086%
5/16/2025Bridgeway Capital Management LLC193,600$6.32M0.2%-13.4%0.098%
5/16/2025Alliancebernstein L.P.1,245,404$40.65M0.0%+28.8%0.631%
5/16/2025AQR Capital Management LLC22,244$726K0.0%+21.8%0.011%
5/16/2025Advisors Asset Management Inc.5,395$176K0.0%+18.6%0.003%
5/16/2025Alyeska Investment Group L.P.2,959,948$96.61M0.4%+66.1%1.499%
5/16/2025Amundi756,759$24.07M0.0%+133.7%0.383%
5/16/2025Adage Capital Partners GP L.L.C.425,000$13.87M0.0%+269.6%0.215%
5/15/2025EP Wealth Advisors LLC8,512$278K0.0%+31.1%0.004%
5/15/2025Royal Bank of Canada74,147$2.42M0.0%+159.4%0.038%
5/15/2025Landscape Capital Management L.L.C.47,013$1.54M0.1%+30.7%0.024%
5/14/2025Truvestments Capital LLC147,621$4.82M1.0%+31.9%0.075%
5/14/2025FORA Capital LLC6,947$227K0.0%N/A0.004%
5/14/2025Caisse DE Depot ET Placement DU Quebec98,892$3.23M0.0%N/A0.050%
5/14/2025Corebridge Financial Inc.92,016$3.00M0.0%-1.5%0.047%
5/14/2025MetLife Investment Management LLC107,342$3.50M0.0%-3.4%0.054%
5/14/2025Jump Financial LLC17,044$556K0.0%-82.5%0.009%
5/14/2025Groupe la Francaise17,131$559K0.0%N/A0.009%
5/14/2025AlphaQuest LLC36,938$1.21M0.1%+3,693,700.0%0.019%
5/14/2025Norinchukin Bank The8,674$283K0.0%+12.1%0.004%
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5/14/2025T. Rowe Price Investment Management Inc.4,962,740$161.98M0.1%+0.8%2.513%
5/14/2025EntryPoint Capital LLC13,700$447K0.2%N/A0.007%
5/14/2025Venture Visionary Partners LLC50,000$1.63M0.1%-50.0%0.025%
5/14/2025BI Asset Management Fondsmaeglerselskab A S2,815$92K0.0%N/A0.001%
5/14/2025Hsbc Holdings PLC183,334$5.98M0.0%-15.9%0.093%
5/14/2025Quantbot Technologies LP229,796$7.50M0.2%+139.4%0.116%
5/14/2025Wellington Management Group LLP8,511,088$277.80M0.1%+0.6%4.309%
5/13/2025Aptus Capital Advisors LLC262,964$8.58M0.1%+12.7%0.133%
5/13/2025Northern Trust Corp2,521,976$82.32M0.0%-0.2%1.277%
5/13/2025Algert Global LLC106,650$3.48M0.1%N/A0.054%
5/13/2025Raymond James Financial Inc.617,248$20.15M0.0%-9.9%0.313%
5/13/2025Cresset Asset Management LLC10,609$349K0.0%+4.2%0.005%
5/13/2025American Century Companies Inc.855,259$27.92M0.0%-34.6%0.433%
5/13/2025Aberdeen Group plc59,744$1.95M0.0%+3.9%0.030%
5/13/2025Fox Run Management L.L.C.9,609$314K0.0%N/A0.005%
5/13/2025Cookson Peirce & Co. Inc.31,796$1.04M0.1%+16.6%0.016%
5/13/2025Russell Investments Group Ltd.1,881,822$61.42M0.1%+5.6%0.953%
5/13/2025Resona Asset Management Co. Ltd.81,881$2.67M0.0%+16.8%0.041%
5/13/2025HighTower Advisors LLC23,469$766K0.0%+73.9%0.012%
5/12/2025Public Sector Pension Investment Board595,268$19.43M0.1%+36.3%0.301%
5/12/2025Nuveen LLC1,824,339$59.55M0.0%N/A0.924%
5/12/2025Invesco Ltd.7,062,006$230.50M0.0%+51.8%3.575%
5/12/2025Citigroup Inc.311,415$10.17M0.0%+15.7%0.158%
5/12/2025Swiss National Bank339,700$11.09M0.0%-1.5%0.172%
5/12/2025Mitsubishi UFJ Asset Management Co. Ltd.129,532$4.23M0.0%+12.1%0.066%
5/12/2025Maryland State Retirement & Pension System54,797$1.79M0.0%-7.2%0.028%
5/9/2025Mutual of America Capital Management LLC27,331$892K0.0%+2.9%0.014%
5/9/2025Headlands Technologies LLC2,452$80K0.0%N/A0.001%
5/9/2025Deutsche Bank AG5,314,158$173.45M0.1%-6.6%2.691%
5/9/2025Charles Schwab Investment Management Inc.3,017,486$98.49M0.0%+5.0%1.528%
5/9/2025Vanguard Group Inc.27,966,449$912.83M0.0%+3.2%14.159%
5/9/2025New Age Alpha Advisors LLC153,363$5.01M0.2%+1,085.4%0.078%
5/9/2025OVERSEA CHINESE BANKING Corp Ltd155,692$5.08M0.1%-33.0%0.079%
5/9/2025PNC Financial Services Group Inc.10,778$352K0.0%+4.0%0.005%
5/8/2025US Bancorp DE5,071$166K0.0%-12.7%0.003%
5/8/2025Natixis Advisors LLC51,632$1.69M0.0%+11.6%0.026%
5/8/2025Vestcor Inc90,090$2.94M0.1%N/A0.046%
5/8/2025XTX Topco Ltd29,248$955K0.0%N/A0.015%
5/8/2025Federated Hermes Inc.228,909$7.47M0.0%-15.3%0.116%
5/7/2025Mackenzie Financial Corp11,638$380K0.0%-73.7%0.006%
5/7/2025Zurcher Kantonalbank Zurich Cantonalbank 123,953$4.05M0.0%+1.0%0.063%
5/7/2025Knights of Columbus Asset Advisors LLC92,007$3.00M0.2%-33.1%0.047%
5/6/2025Cetera Investment Advisers9,766$319K0.0%N/A0.005%
5/6/2025Burney Co.52,537$1.72M0.1%-17.6%0.027%
5/6/2025B&I Capital AG148,544$4.85M1.6%+23.2%0.075%
5/6/2025Universal Beteiligungs und Servicegesellschaft mbH1,140,433$37.22M0.1%N/A0.577%
5/5/2025GW&K Investment Management LLC102,750$3.35M0.0%-1.9%0.052%
5/5/2025Allianz Asset Management GmbH340,857$11.13M0.0%-38.2%0.173%
5/5/2025Teachers Retirement System of The State of Kentucky140,466$4.59M0.0%+7.7%0.071%
5/5/2025Foundry Partners LLC19,490$636K0.0%+8.6%0.010%
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5/5/2025Archer Investment Corp3,650$119K0.0%N/A0.002%
5/2/2025Bailard Inc.30,353$991K0.0%-3.5%0.015%
5/2/2025Victory Capital Management Inc.1,423,990$46.48M0.0%+2.6%0.721%
5/2/2025Massachusetts Financial Services Co. MA2,038,929$66.55M0.0%-20.0%1.032%
5/2/2025OVERSEA CHINESE BANKING Corp Ltd155,692$5.08M0.0%-33.0%0.079%
5/2/2025Hohimer Wealth Management LLC6,306$206K0.0%N/A0.003%
5/2/2025Edgestream Partners L.P.34,281$1.12M0.0%-78.3%0.017%
5/1/2025Aurora Investment Counsel97,426$3.18M1.8%-1.2%0.049%
5/1/2025MQS Management LLC15,210$496K0.3%N/A0.008%
5/1/2025Louisiana State Employees Retirement System88,400$2.89M0.1%+4.2%0.045%
(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, 341 institutional investors and hedge funds held shares of Essential Properties Realty Trust. The most heavily invested institutionals were Vanguard Group Inc. ($912.83M), BlackRock Inc. ($649.32M), State Street Corp ($345.54M), Wellington Management Group LLP ($277.80M), Invesco Ltd. ($230.50M), Cohen & Steers Inc. ($184.50M), and Deutsche Bank AG ($173.45M).Learn more on Essential Properties Realty Trust's institutional investors.

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

96.98% of Essential Properties Realty Trust's stock is owned by institutional investors. Learn more on EPRT's institutional investor holdings.

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

Of the 295 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: Invesco Ltd. ($5.20M), Norges Bank ($4.55M), Massachusetts Financial Services Co. MA ($2.55M), Deutsche Bank AG ($2.54M), Bank of Montreal Can ($2.16M), Vanguard Group Inc. ($2.07M), and Duff & Phelps Investment Management Co. ($2.05M).

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

Institutional investors have bought a total of 38,322,137 shares in the last 24 months. This purchase volume represents approximately $1.22B in transactions.

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

Of the 136 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: Principal Financial Group Inc. ($2.57M), Wellington Management Group LLP ($1.43M), Adelante Capital Management LLC ($1.06M), Cohen & Steers Inc. ($971.74K), Marshall Wace LLP ($834.70K), Millennium Management LLC ($645.69K), and Resolution Capital Ltd ($624.94K).

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

Institutional investors have sold a total of 16,804,103 shares in the last 24 months. This volume of shares sold represents approximately $530.39M in transactions.


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This page (NYSE:EPRT) was last updated on 7/10/2025 by MarketBeat.com Staff
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