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 376 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 $6.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
456
shares
|
$13,894
0.0% of portfolio
|
Q4 2024
Added 34.12%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
453
shares
|
$13,802
0.02% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
382
shares
|
$11,639
0.0% of portfolio
|
Q2 2025
Reduced 22.98%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
375
shares
|
$11,426
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
300
shares
|
$9,141
0.0% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
270
shares
|
$8,226
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
263
shares
|
$8,013
0.0% of portfolio
|
Q2 2025
Added 8.23%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
259
shares
|
$7,891
0.0% of portfolio
|
Q2 2024
Reduced 20.55%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
243
shares
|
$7,404
0.01% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
238
shares
|
$7,251
0.0% of portfolio
|
Q4 2024
Added 47.83%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
181
shares
|
$5,515
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
152
shares
|
$4,631
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
143
shares
|
$4,357
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
137
shares
|
$4,174
0.0% of portfolio
|
Q1 2025
Added 191.49%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
130
shares
|
$3,961
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
110
shares
|
$3,351
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
110
shares
|
$3,351
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
106
shares
|
$3,229
0.0% of portfolio
|
Q1 2023
Added 6.0%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
105
shares
|
$3,199
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
94
shares
|
$2,864
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
93
shares
|
$2,833
0.0% of portfolio
|
Q1 2025
Reduced 84.78%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
87
shares
|
$2,650
0.0% of portfolio
|
Q1 2025
Added 163.64%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
84
shares
|
$2,559
0.0% of portfolio
|
Q1 2025
Reduced 75.07%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
75
shares
|
$2,285
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
71
shares
|
$2,163
0.0% of portfolio
|
Q2 2025
Added 1.43%
|