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 |
|---|---|---|---|---|---|
| Twin Peaks Wealth Advisors, LLC | 876 | $26.5K | 0.01% | +876 | New |
| Umb Bank N A | 816 | $26.0K | 0.00% | +148+22.2% | Added |
| TD Private Client Wealth LLC | 778 | $24.8K | 0.00% | +778 | New |
| Skopos Labs, Inc. | 673 | $21.5K | 0.00% | +568+541.0% | Added |
| Global Retirement Partners, LLC | 672 | $21.4K | 0.00% | +672 | New |
| Bessemer Group Inc | 658 | $21.0K | 0.00% | +56+9.3% | Added |
| Hantz Financial Services, Inc. | 647 | $21.0K | 0.00% | +647 | New |
| EverSource Wealth Advisors, LLC | 620 | $19.8K | 0.00% | −17−2.7% | Reduced |
| Bell Investment Advisors, Inc | 572 | $18.3K | 0.00% | −125−17.9% | Reduced |
| IFP Advisors, Inc | 0 | $17.5K | 0.00% | −270−100.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 509 | $16.2K | 0.00% | +490+2,578.9% | Added |
| North Star Investment Management Corp. | 500 | $16.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 410 | $13.1K | 0.00% | +110+36.7% | Added |
| Harbor Capital Advisors, Inc. | 382 | $12.0K | 0.00% | −114−23.0% | Reduced |
| Atwood & Palmer Inc | 375 | $12.0K | 0.00% | +375 | New |
| MAI Capital Management | 349 | $11.1K | 0.00% | +344+6,880.0% | Added |
| Northwestern Mutual Wealth Management Co | 340 | $10.8K | 0.00% | −116−25.4% | Reduced |
| Whittier Trust Co | 330 | $10.5K | 0.00% | +330 | New |
| Larson Financial Group LLC | 265 | $8.46K | 0.00% | +217+452.1% | Added |
| Parallel Advisors, LLC | 263 | $8.39K | 0.00% | +20+8.2% | Added |
| Harbor Investment Advisory, LLC | 259 | $8.27K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 243 | $7.77K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 208 | $6.64K | 0.00% | +208 | New |
| Parkside Financial Bank & Trust | 196 | $6.25K | 0.00% | +59+43.1% | Added |
| Vermillion Wealth Management, Inc. | 181 | $5.78K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 166 | $5.29K | 0.00% | +79+90.8% | Added |
| Key Financial Inc | 152 | $4.85K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 143 | $4.56K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 126 | $4.02K | 0.00% | −4−3.1% | Reduced |
| Farmers & Merchants Investments Inc | 106 | $3.38K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 94 | $3.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 84 | $2.68K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 79 | $2.52K | 0.00% | +79 | New |
| Webster Bank, N. A. | 75 | $2.39K | 0.00% | +75 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 66 | $2.11K | 0.00% | +66 | New |
| Park Square Financial Group, LLC | 63 | $2.01K | 0.00% | +63 | New |
| NBC Securities, Inc. | 71 | $2.00K | 0.00% | +1+1.4% | Added |
| Assetmark, Inc | 58 | $1.85K | 0.00% | +53+1,060.0% | Added |
| UMA Financial Services, Inc. | 50 | $1.60K | 0.00% | +50 | New |
| Cornerstone Planning Group LLC | 51 | $1.58K | 0.00% | −59−53.6% | Reduced |
| Sierra Ocean, LLC | 44 | $1.40K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 21 | $670 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 18 | $574 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 17 | $510 | 0.00% | +17 | New |
| Crewe Advisors LLC | 13 | $415 | 0.00% | −1−7.1% | Reduced |
| Abound Wealth Management | 10 | $320 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 9 | $287 | 0.00% | 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 |
| Creekmur Asset Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Avion Wealth | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −425,000−100.0% | Sold out |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −315,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −171,734−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −102,700−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −98,892−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −92,016−100.0% | Sold out |
| GEM Realty Capital | 0 | $0 | 0.00% | −74,533−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −36,938−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −29,248−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −24,916−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −21,490−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −18,747−100.0% | Sold out |
| Groupe la Francaise | 0 | $0 | 0.00% | −17,131−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −14,830−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −11,905−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −11,868−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −11,183−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −11,100−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −10,609−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −9,609−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −9,322−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −7,929−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −6,947−100.0% | Sold out |
| Infrastructure Capital Advisors, LLC | 0 | $0 | 0.00% | −6,932−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −6,296−100.0% | Sold out |
| Hohimer Wealth Management, LLC | 0 | $0 | 0.00% | −6,306−100.0% | Sold out |
| Keel Point, LLC | 0 | $0 | 0.00% | −6,296−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −6,253−100.0% | Sold out |
| Longboard Asset Management, LP | 0 | $0 | 0.00% | −6,241−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −5,340−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −4,911−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −2,815−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −663−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −506−100.0% | Sold out |
| Wiser Advisor Group LLC | 0 | $0 | 0.00% | −453−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Cherry Tree Wealth Management, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Credit Agricole S A | – | – | – | – | Not filed |
| Sheaff Brock Investment Advisors, LLC | – | – | – | – | Not filed |
| Foundry Partners, LLC | – | – | – | – | Not filed |
| Glenmede Trust Co NA | – | – | – | – | Not filed |
| Orion Portfolio Solutions, LLC | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |