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 |
|---|---|---|---|---|---|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
27,584
shares
|
$826,692
0.01% of portfolio
|
Q2 2025
Reduced 9.3%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
27,552
shares
|
$825,733
0.0% of portfolio
|
Q2 2025
Added 23.86%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
27,494
shares
|
$823,995
0.09% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Aug 13, 2025 Q2 2025 |
26,473
shares
|
$793,395
0.0% of portfolio
|
Q2 2025
Reduced 30.06%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Aug 14, 2025 Q2 2025 |
25,970
shares
|
$778,320
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
25,771
shares
|
$772,356
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
25,053
shares
|
$750,838
0.02% of portfolio
|
Q2 2025
Reduced 17.46%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
24,498
shares
|
$734,205
0.01% of portfolio
|
Q2 2025
Reduced 37.08%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
23,872
shares
|
$715,443
0.0% of portfolio
|
Q2 2025
Added 14.63%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
23,335
shares
|
$699,349
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
Aug 12, 2025 Q2 2025 |
23,093
shares
|
$692,097
0.01% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
22,192
shares
|
$665,094
0.0% of portfolio
|
Q2 2025
Added 2890.84%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
21,975
shares
|
$658,590
0.01% of portfolio
|
Q4 2021
Added 14.45%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
21,862
shares
|
$655,204
0.07% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
21,709
shares
|
$650,618
0.25% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
20,299
shares
|
$608,361
0.02% of portfolio
|
Q2 2025
Added 14.36%
|
|
|
Foundry Partners, LLC
|
May 05, 2025 Q1 2025 |
19,490
shares
|
$584,115
0.03% of portfolio
|
Q1 2025
Added 8.61%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Aug 07, 2025 Q2 2025 |
19,016
shares
|
$569,909
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
18,558
shares
|
$556,183
0.03% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
18,558
shares
|
$556,183
0.11% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
18,250
shares
|
$546,952
0.01% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
18,232
shares
|
$546,413
0.02% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Allstate Corp
Northbrook, IL |
Aug 05, 2025 Q2 2025 |
18,219
shares
|
$546,023
0.04% of portfolio
|
Q2 2025
Reduced 74.06%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
18,191
shares
|
$545,184
0.02% of portfolio
|
Q2 2025
Added 188.15%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
17,897
shares
|
$536,373
0.0% of portfolio
|
Q2 2025
Reduced 39.75%
|