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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.

Q1 2024 vs. Q4 2023

How the institutions holding Essential Properties Realty Trust, Inc. changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of EPRT: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders2741285+12
Shares168.2M13.8K182.7M+14.5M (+8.6%)
Value$4.30B$353.2K$4.87B+$570.1M (+13.2%)

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (41)

Institutions that held Essential Properties Realty Trust, Inc. at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to EPRT in Q1 2024
InstitutionSharesValue% of portfolio
Resolution Capital Ltd2,670,100$71.2M1.27%
GEM Realty Capital1,498,462$39.9M5.36%
Schroder Investment Management Group1,202,164$32.0M0.04%
Gillson Capital LP346,000$9.22M0.88%
Seven Grand Managers, LLC179,500$4.79M2.34%
GSI Capital Advisors LLC157,073$4.19M2.46%
Monashee Investment Management LLC125,000$3.33M0.39%
Liberty Mutual Group Asset Management Inc.94,644$2.52M0.72%
Allstate Corp92,294$2.46M0.17%
Resona Asset Management Co.,Ltd.61,109$1.63M0.01%
Jackson Creek Investment Advisors LLC42,611$1.14M0.41%
Susquehanna Fundamental Investments, LLC37,601$1.00M0.05%
Adelante Capital Management LLC29,475$786.0K0.05%
Brevan Howard Capital Management LP22,751$606.5K0.06%
Atom Investors LP21,004$560.0K0.07%
Selective Wealth Management, Inc.20,873$528.3K0.23%
Henshaw Capital LLC17,940$478.3K0.02%
Cipher Capital LP17,836$475.5K0.22%
Wexford Capital LP14,545$387.8K0.08%
Hohimer Wealth Management, LLC12,732$339.4K0.08%
Kestra Private Wealth Services, LLC11,829$318.7K0.01%
Cetera Investment Advisers11,910$317.5K0.00%
Virtu Financial LLC10,889$290.0K0.02%
Icapital Wealth LLC10,560$281.5K0.17%
Naviter Wealth, LLC10,350$278.9K0.05%
Vanderbilt University9,477$252.7K0.05%
Graham Capital Management, L.P.8,505$226.7K0.01%
CIBC Private Wealth Group, LLC2,000$52.4K0.00%
Quest Partners LLC1,235$32.9K0.01%
Simplex Trading, LLC1,162$30.0K0.00%
Advisors Asset Management, Inc.849$22.6K0.00%
Leonteq Securities AG400$10.7K0.00%
Tucker Asset Management LLC386$10.3K0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC366$9.76K0.00%
Smartleaf Asset Management LLC334$8.86K0.00%
Creekmur Asset Management LLC325$8.66K0.00%
Steward Partners Investment Advisory, LLC234$6.24K0.00%
Quarry LP168$4.48K0.00%
Umb Bank N A68$1.81K0.00%
Avion Wealth20$1.00K0.00%
Rothschild Investment LLC15$4000.00%

Sold out (29)

Institutions that held Essential Properties Realty Trust, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.

Not filed for Q1 2024 yet (1)

Institutions that held Essential Properties Realty Trust, Inc. at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EPRT in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Putnam Investments LLC13,817$353.2K