Institutional Ownership Essential Properties Realty Trust, Inc. (EPRT)
This table provides information about the institutional ownership of Essential Properties Realty Trust, Inc. (EPRT). We have compiled data on the 346 institutions that hold shares in the stock, with a total of 198 Million shares, which have been reported (via 13F filing form) to have a value of $6.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
13,817
shares
|
$442,696
0.0% of portfolio
|
Q4 2023
Reduced 12.13%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
13,583
shares
|
$435,199
0.01% of portfolio
|
Q4 2024
Added 131.08%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
13,493
shares
|
$432,315
0.0% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
13,395
shares
|
$429,175
0.03% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Xponance, Inc.
|
Feb 10, 2025 Q4 2024 |
13,380
shares
|
$428,695
0.0% of portfolio
|
Q4 2024
Added 6.99%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
13,187
shares
|
$422,511
0.0% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Feb 12, 2025 Q4 2024 |
12,938
shares
|
$414,533
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
12,411
shares
|
$397,648
0.0% of portfolio
|
Q4 2024
Added 36.73%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
12,177
shares
|
$390,151
0.0% of portfolio
|
Q4 2024
Reduced 12.31%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
11,346
shares
|
$363,525
0.01% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Prudent Man Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
11,196
shares
|
$358,719
0.13% of portfolio
|
Q4 2024
Reduced 9.6%
|
|
|
United Services Automobile Association
San Antonio, TX |
Feb 11, 2025 Q4 2024 |
11,183
shares
|
$358,303
0.01% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Feb 12, 2025 Q4 2024 |
11,172
shares
|
$357,950
0.12% of portfolio
|
Q4 2024
Reduced 42.65%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Feb 07, 2025 Q4 2024 |
10,560
shares
|
$338,342
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Bastion Asset Management Inc.
Montreal, Z4 |
Feb 14, 2025 Q4 2024 |
10,384
shares
|
$332,703
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
10,359
shares
|
$331,902
0.0% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
10,227
shares
|
$327,673
0.0% of portfolio
|
Q4 2024
Reduced 8.17%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
10,183
shares
|
$326,263
0.0% of portfolio
|
Q4 2024
Added 46.54%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
10,040
shares
|
$321,681
0.0% of portfolio
|
Q4 2024
Reduced 28.94%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Feb 06, 2025 Q4 2024 |
10,000
shares
|
$320,400
0.04% of portfolio
|
Q3 2019
New holding
|
|
|
Los Angeles Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
9,871
shares
|
$316,266
0.0% of portfolio
|
Q4 2024
Reduced 41.4%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Feb 12, 2025 Q4 2024 |
9,650
shares
|
$309,186
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
9,397
shares
|
$301,079
0.0% of portfolio
|
Q4 2024
Added 10.32%
|
|
|
Profund Advisors LLC
|
Feb 13, 2025 Q4 2024 |
9,278
shares
|
$297,267
0.01% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
9,170
shares
|
$293,806
0.0% of portfolio
|
Q4 2024
New holding
|