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 |
|---|---|---|---|---|---|
|
New York State Common Retirement Fund
|
May 01, 2025 Q1 2025 |
55,595
shares
|
$1.69 Million
0.0% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Jun 18, 2025 Q1 2025 |
55,202
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2025
Reduced 68.77%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Apr 23, 2025 Q1 2025 |
55,047
shares
|
$1.68 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
55,012
shares
|
$1.68 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Maryland State Retirement & Pension System
|
May 09, 2025 Q1 2025 |
54,797
shares
|
$1.67 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
53,616
shares
|
$1.63 Million
0.02% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Vanderbilt University
Nashville, TN |
Jul 21, 2025 Q2 2025 |
53,537
shares
|
$1.63 Million
0.32% of portfolio
|
Q2 2025
Added 11.89%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
53,160
shares
|
$1.62 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
53,128
shares
|
$1.62 Million
0.01% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
52,537
shares
|
$1.6 Million
0.07% of portfolio
|
Q1 2025
Reduced 17.58%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
51,632
shares
|
$1.57 Million
0.0% of portfolio
|
Q1 2025
Added 11.59%
|
|
|
Arizona State Retirement System
|
May 01, 2025 Q1 2025 |
50,293
shares
|
$1.53 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
50,000
shares
|
$1.52 Million
0.06% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
49,541
shares
|
$1.51 Million
0.02% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
49,220
shares
|
$1.5 Million
0.01% of portfolio
|
Q4 2024
Added 93.86%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
49,107
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2023
Reduced 1.25%
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
47,013
shares
|
$1.43 Million
0.15% of portfolio
|
Q1 2025
Added 30.73%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
45,952
shares
|
$1.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
State Board Of Administration Of Florida Retirement System
|
May 12, 2025 Q1 2025 |
44,543
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2024
Added 33.79%
|
|
|
Oregon Public Employees Retirement Fund
|
Apr 28, 2025 Q1 2025 |
43,003
shares
|
$1.31 Million
0.03% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
42,863
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2025
Added 14.13%
|
|
|
Pro Share Advisors LLC
|
May 08, 2025 Q1 2025 |
41,550
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 21.42%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
39,006
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Added 13.42%
|
|
|
Cibc World Markets Corp
New York, NY |
May 13, 2025 Q1 2025 |
38,933
shares
|
$1.19 Million
0.01% of portfolio
|
Q1 2025
Added 137.11%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
38,912
shares
|
$1.19 Million
0.06% of portfolio
|
Q1 2025
Added 33.49%
|