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 |
|---|---|---|---|---|---|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
7,359
shares
|
$227,172
0.16% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
7,055
shares
|
$217,787
0.0% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Fora Capital, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
6,947
shares
|
$214,453
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,932
shares
|
$213,990
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
6,738
shares
|
$208,002
0.09% of portfolio
|
Q2 2022
Reduced 2.7%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
6,621
shares
|
$204,390
0.01% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
6,313
shares
|
$194,882
0.01% of portfolio
|
Q1 2025
Added 142.25%
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
6,306
shares
|
$194,666
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
6,296
shares
|
$194,357
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
6,296
shares
|
$194,357
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Axa S.A.
Paris, I0 |
May 15, 2025 Q1 2025 |
6,253
shares
|
$193,030
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
5,395
shares
|
$166,543
0.0% of portfolio
|
Q1 2025
Added 18.57%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
5,340
shares
|
$164,845
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
5,071
shares
|
$156,541
0.0% of portfolio
|
Q1 2025
Reduced 12.67%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
5,003
shares
|
$154,442
0.01% of portfolio
|
Q2 2025
Added 21.49%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
4,911
shares
|
$151,602
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
May 14, 2025 Q1 2025 |
4,754
shares
|
$146,755
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
3,981
shares
|
$122,893
0.0% of portfolio
|
Q2 2025
Added 8.65%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
3,650
shares
|
$112,675
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
3,525
shares
|
$108,816
0.03% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Jul 21, 2025 Q2 2025 |
3,457
shares
|
$106,717
0.0% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
2,815
shares
|
$86,899
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,489
shares
|
$76,835
0.01% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
2,452
shares
|
$75,693
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
2,267
shares
|
$69,982
0.02% of portfolio
|
Q3 2024
Reduced 4.43%
|