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Essential Properties Realty Trust (EPRT) Institutional Ownership

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$31.66 -0.50 (-1.55%)
Closing price 03:59 PM Eastern
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$31.66 0.00 (0.00%)
As of 04:20 PM Eastern
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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)
201
Total
Institutional Inflows
(last 12 months)
$936.99M
Number of
Institutional Sellers
(last 12 months)
133
Total
Institutional Outflows
(last 12 months)
$520.22M
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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
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%
5/9/2025 Mutual of America Capital Management LLC27,331$892K0.0%+2.9%0.014%
5/9/2025 Headlands Technologies LLC2,452$80K0.0%N/A0.001%
5/9/2025 Deutsche Bank AG5,314,158$173.45M0.1%-6.6%2.691%
5/9/2025 Charles Schwab Investment Management Inc.3,017,486$98.49M0.0%+5.0%1.528%
5/9/2025 Vanguard Group Inc.27,966,449$912.83M0.0%+3.2%14.159%
5/9/2025 New Age Alpha Advisors LLC153,363$5.01M0.2%+1,085.4%0.078%
5/9/2025 OVERSEA CHINESE BANKING Corp Ltd155,692$5.08M0.1%-33.0%0.079%
5/9/2025 PNC Financial Services Group Inc.10,778$352K0.0%+4.0%0.005%
5/8/2025 US Bancorp DE5,071$166K0.0%-12.7%0.003%
5/8/2025 Natixis Advisors LLC51,632$1.69M0.0%+11.6%0.026%
5/8/2025 Vestcor Inc90,090$2.94M0.1%N/A0.046%
5/8/2025 XTX Topco Ltd29,248$955K0.0%N/A0.015%
5/8/2025 Federated Hermes Inc.228,909$7.47M0.0%-15.3%0.116%
5/7/2025 Mackenzie Financial Corp11,638$380K0.0%-73.7%0.006%
5/7/2025 Zurcher Kantonalbank Zurich Cantonalbank 123,953$4.05M0.0%+1.0%0.063%
5/7/2025 Knights of Columbus Asset Advisors LLC92,007$3.00M0.2%-33.1%0.047%
5/6/2025 Cetera Investment Advisers9,766$319K0.0%N/A0.005%
5/6/2025 Burney Co.52,537$1.72M0.1%-17.6%0.027%
5/6/2025 B&I Capital AG148,544$4.85M1.6%+23.2%0.075%
5/6/2025 Universal Beteiligungs und Servicegesellschaft mbH1,140,433$37.22M0.1%N/A0.577%
5/5/2025 GW&K Investment Management LLC102,750$3.35M0.0%-1.9%0.052%
5/5/2025 Allianz Asset Management GmbH340,857$11.13M0.0%-38.2%0.173%
5/5/2025 Teachers Retirement System of The State of Kentucky140,466$4.59M0.0%+7.7%0.071%
5/5/2025 Foundry Partners LLC19,490$636K0.0%+8.6%0.010%
5/5/2025 Archer Investment Corp3,650$119K0.0%N/A0.002%
5/2/2025 Bailard Inc.30,353$991K0.0%-3.5%0.015%
5/2/2025 Victory Capital Management Inc.1,423,990$46.48M0.0%+2.6%0.721%
5/2/2025 Massachusetts Financial Services Co. MA2,038,929$66.55M0.0%-20.0%1.032%
5/2/2025 OVERSEA CHINESE BANKING Corp Ltd155,692$5.08M0.0%-33.0%0.079%
5/2/2025 Hohimer Wealth Management LLC6,306$206K0.0%N/A0.003%
5/2/2025 Edgestream Partners L.P.34,281$1.12M0.0%-78.3%0.017%
5/1/2025 Aurora Investment Counsel97,426$3.18M1.8%-1.2%0.049%
5/1/2025 MQS Management LLC15,210$496K0.3%N/A0.008%
5/1/2025 Louisiana State Employees Retirement System88,400$2.89M0.1%+4.2%0.045%
5/1/2025 New York State Common Retirement Fund55,595$1.82M0.0%+1.8%0.028%
5/1/2025 Mutual of America Capital Management LLC27,331$892K0.0%+2.9%0.014%
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5/1/2025 Arizona State Retirement System50,293$1.64M0.0%-1.2%0.025%
5/1/2025 Xponance Inc.14,026$458K0.0%+4.8%0.007%
4/30/2025 Cerity Partners LLC10,109$330K0.0%-43.4%0.005%
4/30/2025 Nisa Investment Advisors LLC267,817$8.82M0.0%-4.9%0.136%
4/30/2025 DekaBank Deutsche Girozentrale284,835$9.08M0.0%+7.2%0.144%
4/30/2025 M&T Bank Corp45,952$1.50M0.0%-2.5%0.023%
4/30/2025 Brown Advisory Inc.1,402,458$45.78M0.1%-1.0%0.710%
4/29/2025 Envestnet Asset Management Inc.212,395$6.93M0.0%-10.3%0.108%
4/29/2025 Bank of New York Mellon Corp1,481,254$48.35M0.0%-0.4%0.750%
4/28/2025 Principal Financial Group Inc.3,035,196$99.07M0.1%+2.9%1.537%
4/28/2025 Oregon Public Employees Retirement Fund43,003$1.40M0.0%+4.4%0.022%
4/28/2025 Meritage Portfolio Management238,909$7.80M0.5%+44.9%0.121%
4/28/2025 Teacher Retirement System of Texas37,980$1.24M0.0%+107.9%0.019%
4/25/2025 New York State Teachers Retirement System234,843$7.67M0.0%+0.2%0.125%
4/25/2025 Amalgamated Bank53,128$1.73M0.0%+3.3%0.028%
4/25/2025 KBC Group NV8,085$264K0.0%+4.3%0.004%
4/25/2025 Sumitomo Mitsui Trust Group Inc.251,593$8.21M0.0%+5.5%0.134%
4/24/2025 Allspring Global Investments Holdings LLC30,653$994K0.0%+51.5%0.016%
4/24/2025 Mirae Asset Global Investments Co. Ltd.11,861$387K0.0%-2.6%0.006%
4/24/2025 Illinois Municipal Retirement Fund93,068$3.04M0.0%-2.9%0.050%
4/23/2025 Moran Wealth Management LLC55,047$1.80M0.1%-1.2%0.029%
4/23/2025 Asset Management One Co. Ltd.377,059$12.31M0.0%+7.7%0.201%
4/23/2025 Longboard Asset Management LP6,241$204K0.6%N/A0.003%
4/22/2025 Cambridge Investment Research Advisors Inc.10,409$340K0.0%-48.1%0.006%
4/21/2025 Vanderbilt University47,850$1.56M0.3%-12.3%0.025%
4/21/2025 State of Alaska Department of Revenue189,095$6.17M0.1%+3.0%0.101%
4/17/2025 QRG Capital Management Inc.87,962$2.87M0.0%+10.7%0.047%
4/17/2025 Exchange Traded Concepts LLC46,669$1.52M0.0%-37.4%0.025%
4/15/2025 Handelsbanken Fonder AB654,300$21.36M0.1%-3.0%0.348%
4/15/2025 SG Americas Securities LLC20,825$680K0.0%+237.5%0.011%
4/14/2025 Yousif Capital Management LLC69,686$2.28M0.0%+4.4%0.037%
4/14/2025 Farther Finance Advisors LLC1,137$37K0.0%-68.6%0.001%
4/10/2025 Hennion & Walsh Asset Management Inc.38,912$1.27M0.1%+33.5%0.021%
4/8/2025 Rhumbline Advisers531,014$17.33M0.0%-2.3%0.283%
4/7/2025 GAMMA Investing LLC134,412$4.12M0.0%+3,315.8%0.072%
4/3/2025 Franchise Capital Ltd1,287$42K0.0%N/A0.001%
3/18/2025California State Teachers Retirement System163,953$5.13M0.0%-1.1%0.087%
2/20/2025 Mackenzie Financial Corp44,270$1.39M0.0%+228.5%0.024%
2/19/2025 GF Fund Management CO. LTD.3,186$100K0.0%N/A0.002%
2/19/2025Public Employees Retirement System of Ohio252,936$7.91M0.0%+0.8%0.144%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,130,570$35.36M0.0%+4.1%0.645%
2/17/2025Voloridge Investment Management LLC809,637$25.33M0.1%-10.6%0.462%
2/17/2025Squarepoint Ops LLC15,288$478K0.0%-84.3%0.009%
2/17/2025Two Sigma Advisers LP137,100$4.29M0.0%+57.6%0.078%
2/17/2025Two Sigma Investments LP126,467$3.96M0.0%-24.5%0.072%
2/17/2025Tidal Investments LLC25,744$805K0.0%-17.7%0.015%
2/17/2025State of Wyoming2,123$66K0.0%-46.7%0.001%
2/17/2025Resolution Capital Ltd752,605$23.54M0.4%-45.4%0.429%
2/17/2025 ProShare Advisors LLC52,874$1.65M0.0%+44.5%0.030%
2/17/2025Nissay Asset Management Corp Japan ADV25,436$797K0.0%+4.0%0.015%
Silver Is the New Oil—And the World’s Running Dry (Ad)

Elon's Next Market Move Could Send Silver Soaring Every industry Elon Musk touches explodes—from Tesla to SpaceX to AI. And now, whispers are growing that his next move could be in silver. Why? Because silver is the lifeblood of EVs, solar panels, and AI tech.

Smart money is already watching silver closely.
2/17/2025Nuveen Asset Management LLC1,402,983$43.89M0.0%-7.7%0.800%
2/17/2025 Morse Asset Management Inc3,325$104K0.0%+44.6%0.002%
2/17/2025Millennium Management LLC1,233,288$38.58M0.0%-2.0%0.703%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.99,905$3.13M0.0%+4.1%0.057%
2/17/2025Lazard Asset Management LLC37,556$1.17M0.0%+45.2%0.021%
2/17/2025London Co. of Virginia1,105,461$34.58M0.2%-0.3%0.631%
2/17/2025Lighthouse Investment Partners LLC67,500$2.11M0.1%N/A0.038%
2/17/2025Janus Henderson Group PLC118,404$3.70M0.0%+17.3%0.068%
2/17/2025Hudson Bay Capital Management LP156,687$4.90M0.0%N/A0.089%
2/17/2025Ethic Inc.7,272$227K0.0%N/A0.004%
(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, 327 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 ($264.70M), Cohen & Steers Inc. ($184.50M), Deutsche Bank AG ($173.45M), and T. Rowe Price Investment Management Inc. ($153.95M).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 280 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: Norges Bank ($4.55M), Invesco Ltd. ($2.79M), 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 51,977,037 shares in the last 24 months. This purchase volume represents approximately $1.46B in transactions.

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

Of the 169 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: Principal Financial Group Inc. ($2.70M), Wellington Management Group LLP ($2.02M), Cohen & Steers Inc. ($1.08M), Adelante Capital Management LLC ($1.06M), Brookfield Corp ON ($890.22K), Marshall Wace LLP ($834.70K), and Millennium Management LLC ($645.69K).

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

Institutional investors have sold a total of 20,819,744 shares in the last 24 months. This volume of shares sold represents approximately $620.11M in transactions.



This page (NYSE:EPRT) was last updated on 5/12/2025 by MarketBeat.com Staff
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