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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.

Q3 2025 vs. Q2 2025

How the institutions holding Essential Properties Realty Trust, Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of EPRT: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders3523345−4
Shares215.6M2.67M213.6M+585.7K (+0.3%)
Value$6.88B$85.3M$6.36B−$441.4M (−6.5%)

3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (42)

Institutions that held Essential Properties Realty Trust, Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to EPRT in Q3 2025
InstitutionSharesValue% of portfolio
Adage Capital Partners GP, L.L.C.1,035,000$30.8M0.05%
Hazelview Securities Inc.640,368$19.1M3.59%
RMB Capital Management, LLC116,204$3.46M0.06%
Renaissance Technologies LLC95,200$2.83M0.00%
HRT Financial LP92,259$2.75M0.01%
Credit Agricole S A49,220$1.46M0.00%
Quest Partners LLC41,720$1.24M0.08%
Atom Investors LP39,556$1.18M0.09%
CIBC Bancorp USA Inc.21,194$630.7K0.00%
Groupe la Francaise18,099$538.6K0.01%
Campbell & CO Investment Adviser LLC17,788$529.4K0.04%
Squarepoint Ops LLC15,247$453.8K0.00%
CI Private Wealth, LLC14,463$430.4K0.00%
Magnetar Financial LLC14,294$425.4K0.00%
Boothbay Fund Management, LLC13,702$407.8K0.01%
Pathstone Holdings, LLC13,315$397.6K0.00%
Kestra Advisory Services, LLC11,717$348.7K0.00%
Bayesian Capital Management, LP11,100$330.3K0.07%
Whalen Wealth Management Inc.9,307$277.0K0.16%
Napa Wealth Management9,025$268.6K0.13%
Swiss Life Asset Management Ltd8,964$266.8K0.00%
GTS Securities LLC7,474$222.4K0.01%
FORA Capital, LLC7,395$220.1K0.04%
Hohimer Wealth Management, LLC7,239$215.4K0.03%
Cullen Capital Management LLC7,120$211.9K0.00%
Atlantic Union Bankshares Corp4,591$136.6K0.00%
Bayforest Capital Ltd2,066$61.5K0.03%
Salomon & Ludwin, LLC1,538$46.0K0.00%
Rockefeller Capital Management L.P.855$25.4K0.00%
Wiser Advisor Group LLC461$13.7K0.02%
First Horizon Corp458$13.6K0.00%
Optiver Holding B.V.374$11.1K0.00%
Aster Capital Management (DIFC) Ltd352$10.5K0.01%
Wealthspire Advisors, LLC284$8.45K0.00%
Marshall & Sterling Wealth Advisors Inc.196$5.83K0.00%
Sunbelt Securities, Inc.135$4.02K0.00%
CBIZ Investment Advisory Services, LLC70$2.10K0.00%
JPL Wealth Management, LLC54$1.61K0.00%
Essential Partners LLC35$1.04K0.00%
Private Trust Co NA30$8930.00%
Rossby Financial, LCC16$4790.00%
Advisory Services Network, LLC6$1790.00%

Sold out (46)

Institutions that held Essential Properties Realty Trust, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of EPRT in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Heitman Real Estate Securities LLC791,579$25.3M
Gillson Capital LP233,289$7.44M
Knights of Columbus Asset Advisors LLC87,444$2.79M
Greenland Capital Management LP87,203$2.78M
Jackson Creek Investment Advisors LLC61,596$1.97M
Healthcare of Ontario Pension Plan Trust Fund50,000$1.60M
Cookson Peirce & Co Inc33,905$1.08M
Horizon Investments, LLC25,771$822.4K
Belpointe Asset Management LLC18,558$592.2K
Fortis Capital Advisors, LLC18,558$592.2K
Jump Financial, LLC18,250$582.4K
Gsa Capital Partners LLP15,287$488.0K
Prudent Man Advisors, LLC12,882$411.1K
Janney Montgomery Scott LLC11,597$370.0K
PharVision Advisers, LLC10,860$346.5K
Los Angeles Capital Management LLC9,871$315.0K
Virtu Financial LLC9,680$309.0K
Cerity Partners LLC8,980$286.6K
O'Shaughnessy Asset Management, LLC8,817$281.4K
Ethic Inc.8,230$262.8K
Renaissance Group LLC7,565$241.4K
Headlands Technologies LLC7,260$231.7K
Susquehanna Fundamental Investments, LLC7,060$225.3K
Shelton Capital Management6,621$211.3K
Point72 Asset Management, L.P.5,025$160.3K
Mount Yale Investment Advisors, LLC3,379$107.8K
Morse Asset Management, Inc3,325$106.1K
Cubist Systematic Strategies, LLC2,325$74.2K
Franchise Capital Ltd1,287$41.1K
Twin Peaks Wealth Advisors, LLC876$26.5K
Skopos Labs, Inc.673$21.5K
IFP Advisors, Inc0$17.5K
Atwood & Palmer Inc375$12.0K
Whittier Trust Co330$10.5K
Richardson Financial Services Inc.243$7.77K
Vermillion & White Wealth Management Group, LLC126$4.02K
Brown Brothers Harriman & Co94$3.00K
SRS Capital Advisors, Inc.84$2.68K
Annis Gardner Whiting Capital Advisors, LLC66$2.11K
Park Square Financial Group, LLC63$2.01K
UMA Financial Services, Inc.50$1.60K
Sierra Ocean, LLC44$1.40K
NewSquare Capital LLC21$670
Crewe Advisors LLC13$415
True Wealth Design, LLC5$160
WealthTrak Capital Management LLC5$160

Not filed for Q3 2025 yet (3)

Institutions that held Essential Properties Realty Trust, Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EPRT in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank2,638,285$84.2M
CIBC World Markets Corp24,498$781.7K
EP Wealth Advisors, LLC9,144$291.8K