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.
13F holders, Q2 2025
Institutional positions in Essential Properties Realty Trust, Inc. as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 352
- +2 vs. Q1 2025
- Shares held
- 215.6M
- +3.75M (+1.8%) vs. Q1 2025
- Total value
- $6.88B
- −$34.5M (−0.5%) vs. Q1 2025
- New holders
- 42
- 164 more added
- Sold out
- 40
- 105 more reduced
6 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EPRT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 380 | $7.53B |
| Q1 2026 | 381 | $7.44B |
| Q4 2025 | 358 | $6.86B |
| Q3 2025 | 345 | $6.36B |
| Q2 2025 | 352 | $6.88B |
| Q1 2025 | 356 | $6.92B |
| Q4 2024 | 332 | $6.22B |
| Q3 2024 | 329 | $6.67B |
| Q2 2024 | 308 | $5.19B |
| Q1 2024 | 285 | $4.87B |
| Q4 2023 | 274 | $4.30B |
| Q3 2023 | 271 | $3.64B |
| Q2 2023 | 262 | $3.61B |
| Q1 2023 | 250 | $3.76B |
| Q4 2022 | 229 | $3.36B |
| Q3 2022 | 227 | $2.73B |
| Q2 2022 | 227 | $2.82B |
| Q1 2022 | 229 | $3.42B |
| Q4 2021 | 215 | $3.61B |
| Q3 2021 | 208 | $3.28B |
| Q2 2021 | 193 | $3.24B |
| Q1 2021 | 184 | $2.57B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Essential Properties Realty Trust, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| True Wealth Design, LLC | 5 | $160 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $160 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 9 | $287 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $320 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 13 | $415 | 0.00% | −1−7.1% | Reduced |
| Hughes Financial Services, LLC | 17 | $510 | 0.00% | +17 | New |
| Huntington National Bank | 18 | $574 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 21 | $670 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 44 | $1.40K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 51 | $1.58K | 0.00% | −59−53.6% | Reduced |
| UMA Financial Services, Inc. | 50 | $1.60K | 0.00% | +50 | New |
| Assetmark, Inc | 58 | $1.85K | 0.00% | +53+1,060.0% | Added |
| NBC Securities, Inc. | 71 | $2.00K | 0.00% | +1+1.4% | Added |
| Park Square Financial Group, LLC | 63 | $2.01K | 0.00% | +63 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 66 | $2.11K | 0.00% | +66 | New |
| Webster Bank, N. A. | 75 | $2.39K | 0.00% | +75 | New |
| Atlantic Trust, LLC | 79 | $2.52K | 0.00% | +79 | New |
| SRS Capital Advisors, Inc. | 84 | $2.68K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 94 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 106 | $3.38K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 126 | $4.02K | 0.00% | −4−3.1% | Reduced |
| High Note Wealth, LLC | 143 | $4.56K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 152 | $4.85K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 166 | $5.29K | 0.00% | +79+90.8% | Added |
| Vermillion Wealth Management, Inc. | 181 | $5.78K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 196 | $6.25K | 0.00% | +59+43.1% | Added |
| Clearstead Advisors, LLC | 208 | $6.64K | 0.00% | +208 | New |
| Richardson Financial Services Inc. | 243 | $7.77K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 259 | $8.27K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 263 | $8.39K | 0.00% | +20+8.2% | Added |
| Larson Financial Group LLC | 265 | $8.46K | 0.00% | +217+452.1% | Added |
| Whittier Trust Co | 330 | $10.5K | 0.00% | +330 | New |
| Northwestern Mutual Wealth Management Co | 340 | $10.8K | 0.00% | −116−25.4% | Reduced |
| MAI Capital Management | 349 | $11.1K | 0.00% | +344+6,880.0% | Added |
| Atwood & Palmer Inc | 375 | $12.0K | 0.00% | +375 | New |
| Harbor Capital Advisors, Inc. | 382 | $12.0K | 0.00% | −114−23.0% | Reduced |
| Rothschild Investment LLC | 410 | $13.1K | 0.00% | +110+36.7% | Added |
| North Star Investment Management Corp. | 500 | $16.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 509 | $16.2K | 0.00% | +490+2,578.9% | Added |
| IFP Advisors, Inc | 0 | $17.5K | 0.00% | −270−100.0% | Reduced |
| Bell Investment Advisors, Inc | 572 | $18.3K | 0.00% | −125−17.9% | Reduced |
| EverSource Wealth Advisors, LLC | 620 | $19.8K | 0.00% | −17−2.7% | Reduced |
| Bessemer Group Inc | 658 | $21.0K | 0.00% | +56+9.3% | Added |
| Hantz Financial Services, Inc. | 647 | $21.0K | 0.00% | +647 | New |
| Global Retirement Partners, LLC | 672 | $21.4K | 0.00% | +672 | New |
| Skopos Labs, Inc. | 673 | $21.5K | 0.00% | +568+541.0% | Added |
| TD Private Client Wealth LLC | 778 | $24.8K | 0.00% | +778 | New |
| Umb Bank N A | 816 | $26.0K | 0.00% | +148+22.2% | Added |
| Twin Peaks Wealth Advisors, LLC | 876 | $26.5K | 0.01% | +876 | New |
| Asset Dedication, LLC | 867 | $27.7K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 880 | $28.1K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 923 | $29.5K | 0.00% | −27−2.8% | Reduced |
| Fifth Third Bancorp | 946 | $30.2K | 0.00% | +89+10.4% | Added |
| Ci Investments Inc. | 1,052 | $34.0K | 0.00% | +375+55.4% | Added |
| Farther Finance Advisors, LLC | 1,132 | $36.1K | 0.00% | −5−0.4% | Reduced |
| Versant Capital Management, Inc | 1,211 | $38.6K | 0.01% | 00.0% | Unchanged |
| Franchise Capital Ltd | 1,287 | $41.1K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 1,385 | $44.0K | 0.00% | +221+19.0% | Added |
| Caitong International Asset Management Co., Ltd | 1,391 | $44.4K | 0.03% | +1,391 | New |
| Heritage Wealth Advisors | 1,550 | $49.5K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 1,900 | $60.6K | 0.00% | +1,600+533.3% | Added |
| Jones Financial Companies LLLP | 2,081 | $66.4K | 0.00% | +153+7.9% | Added |
| CIBC Private Wealth Group, LLC | 2,098 | $66.9K | 0.00% | +42+2.0% | Added |
| Smartleaf Asset Management LLC | 2,292 | $73.2K | 0.01% | −197−7.9% | Reduced |
| Cubist Systematic Strategies, LLC | 2,325 | $74.2K | 0.00% | +2,325 | New |
| Principal Securities, Inc. | 2,994 | $95.5K | 0.00% | +860+40.3% | Added |
| Harvest Fund Management Co., Ltd | 3,021 | $96.0K | 0.00% | −5,950−66.3% | Reduced |
| Morse Asset Management, Inc | 3,325 | $106.1K | 0.02% | −200−5.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,379 | $107.8K | 0.01% | +3,379 | New |
| GF Fund Management Co. Ltd. | 3,457 | $110.3K | 0.00% | +136+4.1% | Added |
| Quarry LP | 3,586 | $114.4K | 0.03% | +2,310+181.0% | Added |
| Archer Investment Corp | 3,650 | $116.5K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,981 | $127.0K | 0.00% | +317+8.7% | Added |
| GAMMA Investing LLC | 5,003 | $159.6K | 0.01% | +885+21.5% | Added |
| Point72 Asset Management, L.P. | 5,025 | $160.3K | 0.00% | +5,025 | New |
| Advisors Asset Management, Inc. | 5,272 | $168.2K | 0.00% | −123−2.3% | Reduced |
| Virtus Investment Advisers, Inc. | 5,303 | $169.2K | 0.06% | +549+11.5% | Added |
| US Bancorp | 5,486 | $175.1K | 0.00% | +415+8.2% | Added |
| KBC Group NV | 5,812 | $185.0K | 0.00% | −2,273−28.1% | Reduced |
| Covestor Ltd | 5,951 | $190.0K | 0.11% | −1,408−19.1% | Reduced |
| M&G Plc | 6,262 | $200.4K | 0.00% | +6,262 | New |
| Shelton Capital Management | 6,621 | $211.3K | 0.00% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 7,060 | $225.3K | 0.01% | −194,947−96.5% | Reduced |
| Quantinno Capital Management LP | 7,124 | $227.3K | 0.00% | +7,124 | New |
| Headlands Technologies LLC | 7,260 | $231.7K | 0.03% | +4,808+196.1% | Added |
| FJ Capital Management LLC | 7,520 | $240.0K | 0.03% | +7,520 | New |
| Renaissance Group LLC | 7,565 | $241.4K | 0.01% | −218−2.8% | Reduced |
| Captrust Financial Advisors | 7,802 | $249.0K | 0.00% | +50+0.6% | Added |
| Everence Capital Management Inc | 7,790 | $249.0K | 0.02% | 00.0% | Unchanged |
| Ethic Inc. | 8,230 | $262.8K | 0.00% | +1,175+16.7% | Added |
| Dark Forest Capital Management LP | 8,271 | $263.9K | 0.01% | −4,288−34.1% | Reduced |
| Lifestyle Asset Management, Inc. | 8,580 | $273.8K | 0.13% | +8,580 | New |
| Evergreen Capital Management LLC | 8,529 | $274.6K | 0.01% | +1,018+13.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 8,767 | $280.0K | 0.00% | −1,642−15.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,817 | $281.4K | 0.00% | −705−7.4% | Reduced |
| Aigen Investment Management, LP | 8,852 | $282.5K | 0.04% | +8,852 | New |
| Cetera Trust Company, N.A | 8,975 | $286.4K | 0.17% | +200+2.3% | Added |