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 377 institutions that hold shares in the stock, with a total of 206 Million shares, which have been reported (via 13F filing form) to have a value of $6.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
10,609
shares
|
$327,499
0.0% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
10,560
shares
|
$325,987
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
10,409
shares
|
$321,325
0.0% of portfolio
|
Q1 2025
Reduced 48.14%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
10,109
shares
|
$312,064
0.0% of portfolio
|
Q1 2025
Reduced 43.41%
|
|
|
Nj State Employees Deferred Compensation Plan
|
May 09, 2025 Q1 2025 |
10,000
shares
|
$308,700
0.04% of portfolio
|
Q3 2019
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
9,910
shares
|
$305,921
0.0% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Los Angeles Capital Management LLC
|
May 05, 2025 Q1 2025 |
9,871
shares
|
$304,717
0.0% of portfolio
|
Q4 2024
Reduced 41.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
9,766
shares
|
$301,476
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Jul 18, 2025 Q2 2025 |
9,650
shares
|
$297,895
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
May 13, 2025 Q1 2025 |
9,609
shares
|
$296,629
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
9,522
shares
|
$293,944
0.0% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
9,005
shares
|
$277,984
0.0% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
8,971
shares
|
$276,934
0.01% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
May 13, 2025 Q1 2025 |
8,918
shares
|
$275,298
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
8,775
shares
|
$270,884
0.18% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
May 14, 2025 Q1 2025 |
8,674
shares
|
$267,766
0.01% of portfolio
|
Q1 2025
Added 12.05%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
8,595
shares
|
$265,327
0.01% of portfolio
|
Q1 2025
Reduced 7.36%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
8,580
shares
|
$264,864
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
8,512
shares
|
$262,765
0.0% of portfolio
|
Q1 2025
Added 31.14%
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
8,085
shares
|
$249,583
0.0% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,929
shares
|
$244,768
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
7,790
shares
|
$240,477
0.02% of portfolio
|
Q4 2024
Reduced 59.8%
|
|
|
Renaissance Group LLC
Covington, KY |
May 13, 2025 Q1 2025 |
7,783
shares
|
$240,261
0.01% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
7,752
shares
|
$239,304
0.0% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
7,511
shares
|
$231,864
0.01% of portfolio
|
Q1 2025
Reduced 0.52%
|