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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
509
shares
|
$15,254
0.0% of portfolio
|
Q2 2025
Added 2578.95%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
500
shares
|
$14,985
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
410
shares
|
$12,287
0.0% of portfolio
|
Q2 2025
Added 36.67%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
382
shares
|
$11,448
0.0% of portfolio
|
Q2 2025
Reduced 22.98%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
375
shares
|
$11,238
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
340
shares
|
$10,189
0.0% of portfolio
|
Q2 2025
Reduced 25.44%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
330
shares
|
$9,890
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
265
shares
|
$7,942
0.0% of portfolio
|
Q2 2025
Added 452.08%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
263
shares
|
$7,882
0.0% of portfolio
|
Q2 2025
Added 8.23%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
259
shares
|
$7,762
0.0% of portfolio
|
Q2 2024
Reduced 20.55%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
243
shares
|
$7,282
0.01% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
208
shares
|
$6,233
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
196
shares
|
$5,874
0.0% of portfolio
|
Q2 2025
Added 43.07%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
181
shares
|
$5,424
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
166
shares
|
$4,975
0.0% of portfolio
|
Q2 2025
Added 90.8%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
152
shares
|
$4,555
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
143
shares
|
$4,285
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
126
shares
|
$3,776
0.0% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
106
shares
|
$3,176
0.0% of portfolio
|
Q1 2023
Added 6.0%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
105
shares
|
$3,146
0.0% of portfolio
|
Q2 2025
Added 540.95%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
94
shares
|
$2,817
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
84
shares
|
$2,517
0.0% of portfolio
|
Q1 2025
Reduced 75.07%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
79
shares
|
$2,367
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
75
shares
|
$2,247
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
71
shares
|
$2,127
0.0% of portfolio
|
Q2 2025
Added 1.43%
|