Skip to main content

Essential Properties Realty Trust, Inc.

EPRT
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0001728951

In the last 90 days, Essential Properties Realty Trust, Inc. insiders filed 0 open-market purchases and 1 sale; 380 institutions reported holding it in 13F filings for Q2 2026, worth $7.53B in total; no superinvestor holds it.

Q4 2022 vs. Q3 2022

How the institutions holding Essential Properties Realty Trust, Inc. changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of EPRT: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders2272229+4
Shares140.0M3.15M143.2M+6.30M (+4.6%)
Value$2.73B$61.2M$3.36B+$697.3M (+26.2%)

2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (31)

Institutions that held Essential Properties Realty Trust, Inc. at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to EPRT in Q4 2022
InstitutionSharesValue% of portfolio
Brookfield Asset Management Inc.1,083,440$25.4M0.10%
Long Pond Capital, LP779,763$18.3M1.12%
Oversea-Chinese Banking CORP Ltd206,624$4.85M0.28%
Burney Co187,731$4.41M0.22%
Empowered Funds, LLC63,858$1.50M0.10%
CX Institutional63,297$1.49M0.09%
Greenland Capital Management LP57,000$1.34M0.24%
Gsa Capital Partners LLP35,491$833.0K0.10%
Allianz Asset Management GmbH28,300$664.2K0.00%
Lighthouse Investment Partners, LLC23,652$555.1K0.10%
Gyon Technologies Capital Management, LP22,314$523.7K0.20%
Everence Capital Management Inc18,920$444.0K0.04%
Penserra Capital Management LLC16,340$383.0K0.01%
Point72 Middle East FZE14,109$331.1K0.03%
Gotham Asset Management, LLC10,486$246.1K0.01%
Neuberger Berman Group LLC9,778$229.5K0.00%
Captrust Financial Advisors9,575$224.7K0.00%
Shelton Capital Management8,667$203.4K0.02%
Centersquare Investment Management LLC8,530$200.2K0.00%
Covestor Ltd7,266$171.0K0.14%
Federated Hermes, Inc.3,678$86.3K0.00%
Mitsubishi UFJ Trust & Banking Corp1,456$34.2K0.00%
Armstrong Advisory Group, Inc1,056$24.8K0.00%
Northwestern Mutual Wealth Management Co1,000$23.5K0.00%
Advisory Services Network, LLC683$16.0K0.00%
Concord Wealth Partners181$4.25K0.00%
M&R Capital Management Inc100$2.35K0.00%
Belpointe Asset Management LLC90$2.11K0.00%
Comerica Securities,inc.61$1.45K0.00%
Private Trust Co NA31$1.00K0.00%
Farther Finance Advisors, LLC9$2110.00%

Sold out (27)

Institutions that held Essential Properties Realty Trust, Inc. at the end of Q3 2022 and filed for Q4 2022 without it.

Not filed for Q4 2022 yet (2)

Institutions that held Essential Properties Realty Trust, Inc. at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EPRT in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Eaton Vance Management3,146,028$61.2M
Wipfli Financial Advisors LLC,2,162$42.0K