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 |
|---|---|---|---|---|---|
|
Nissay Asset Management Corp
Tokyo, M0 |
May 15, 2025 Q1 2025 |
27,237
shares
|
$829,911
0.01% of portfolio
|
Q1 2025
Added 7.08%
|
|
|
Atom Investors LP
Austin, TX |
May 15, 2025 Q1 2025 |
24,916
shares
|
$759,190
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
23,775
shares
|
$724,424
0.02% of portfolio
|
Q1 2025
Added 18.26%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
23,469
shares
|
$715,100
0.0% of portfolio
|
Q1 2025
Added 73.93%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
23,335
shares
|
$711,017
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
May 09, 2025 Q1 2025 |
22,591
shares
|
$688,347
0.01% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
22,244
shares
|
$677,774
0.0% of portfolio
|
Q1 2025
Added 21.8%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
21,975
shares
|
$669,578
0.02% of portfolio
|
Q4 2021
Added 14.45%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
21,862
shares
|
$666,135
0.07% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
21,709
shares
|
$661,473
0.25% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
21,490
shares
|
$654,800
0.01% of portfolio
|
Q1 2025
Reduced 16.52%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
20,825
shares
|
$634,537
0.0% of portfolio
|
Q1 2025
Added 237.52%
|
|
|
Caxton Associates LLP
London, |
May 15, 2025 Q1 2025 |
20,534
shares
|
$625,670
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Foundry Partners, LLC
|
May 05, 2025 Q1 2025 |
19,490
shares
|
$593,860
0.03% of portfolio
|
Q1 2025
Added 8.61%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
19,063
shares
|
$580,849
0.01% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
18,747
shares
|
$571,221
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
18,558
shares
|
$565,462
0.03% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
18,558
shares
|
$565,462
0.11% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
17,836
shares
|
$543,462
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
17,750
shares
|
$540,842
0.02% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
17,438
shares
|
$531,335
0.02% of portfolio
|
Q1 2025
Added 109.59%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
17,434
shares
|
$531,213
0.0% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Groupe La Francaise
Paris, I0 |
May 14, 2025 Q1 2025 |
17,131
shares
|
$521,981
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
17,044
shares
|
$519,330
0.01% of portfolio
|
Q1 2025
Reduced 82.5%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,262
shares
|
$495,503
0.0% of portfolio
|
Q3 2024
Added 17.82%
|