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 375 institutions that hold shares in the stock, with a total of 211 Million shares, which have been reported (via 13F filing form) to have a value of $6.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
Aug 13, 2025 Q2 2025 |
10,860
shares
|
$325,474
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Aug 13, 2025 Q2 2025 |
10,560
shares
|
$316,483
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
10,316
shares
|
$309,170
0.01% of portfolio
|
Q2 2025
Reduced 45.88%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Aug 05, 2025 Q2 2025 |
10,314
shares
|
$309,110
0.0% of portfolio
|
Q2 2025
Added 15.65%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
10,225
shares
|
$306,443
0.0% of portfolio
|
Q2 2025
Reduced 9.34%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Aug 05, 2025 Q2 2025 |
10,000
shares
|
$299,700
0.04% of portfolio
|
Q3 2019
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
9,970
shares
|
$298,800
0.0% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
9,910
shares
|
$297,002
0.0% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Los Angeles Capital Management LLC
|
Aug 06, 2025 Q2 2025 |
9,871
shares
|
$295,833
0.0% of portfolio
|
Q4 2024
Reduced 41.4%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
9,855
shares
|
$295,354
0.01% of portfolio
|
Q2 2025
Added 14.66%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
9,680
shares
|
$290,109
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Jul 18, 2025 Q2 2025 |
9,650
shares
|
$289,210
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
9,413
shares
|
$282,107
0.0% of portfolio
|
Q2 2025
Added 8.52%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
9,208
shares
|
$275,963
0.0% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
9,144
shares
|
$274,045
0.0% of portfolio
|
Q2 2025
Added 7.42%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
8,980
shares
|
$269,130
0.0% of portfolio
|
Q2 2025
Reduced 11.17%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
8,975
shares
|
$268,980
0.17% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
8,965
shares
|
$268,681
0.0% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
8,817
shares
|
$264,245
0.0% of portfolio
|
Q2 2025
Reduced 7.4%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
8,767
shares
|
$262,746
0.0% of portfolio
|
Q2 2025
Reduced 15.77%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
8,580
shares
|
$257,142
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
8,529
shares
|
$255,614
0.01% of portfolio
|
Q2 2025
Added 13.55%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Aug 14, 2025 Q2 2025 |
8,271
shares
|
$247,881
0.01% of portfolio
|
Q2 2025
Reduced 34.14%
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
8,230
shares
|
$246,653
0.0% of portfolio
|
Q2 2025
Added 16.65%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
7,802
shares
|
$233,825
0.0% of portfolio
|
Q2 2025
Added 0.64%
|