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, Q3 2025
Institutional positions in Essential Properties Realty Trust, Inc. as of Sep 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
- 345
- −4 vs. Q2 2025
- Shares held
- 213.6M
- +585.7K (+0.3%) vs. Q2 2025
- Total value
- $6.36B
- −$441.4M (−6.5%) vs. Q2 2025
- New holders
- 42
- 128 more added
- Sold out
- 46
- 131 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Essential Properties Realty Trust, Inc.; share changes are against Q2 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 |
| Advisory Services Network, LLC | 6 | $179 | 0.00% | +6 | New |
| Ronald Blue Trust, Inc. | 9 | $268 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $298 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 16 | $479 | 0.00% | +16 | New |
| Hughes Financial Services, LLC | 17 | $519 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 18 | $536 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 30 | $893 | 0.00% | +30 | New |
| Picton Mahoney Asset Management | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 35 | $1.04K | 0.00% | +35 | New |
| MAI Capital Management | 43 | $1.28K | 0.00% | −306−87.7% | Reduced |
| Cornerstone Planning Group LLC | 52 | $1.55K | 0.00% | +1+2.0% | Added |
| JPL Wealth Management, LLC | 54 | $1.61K | 0.00% | +54 | New |
| NBC Securities, Inc. | 56 | $1.67K | 0.00% | −15−21.1% | Reduced |
| CBIZ Investment Advisory Services, LLC | 70 | $2.10K | 0.00% | +70 | New |
| Webster Bank, N. A. | 75 | $2.23K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 79 | $2.35K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 86 | $2.56K | 0.00% | −2,012−95.9% | Reduced |
| Farmers & Merchants Investments Inc | 106 | $3.15K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 135 | $4.02K | 0.00% | +135 | New |
| High Note Wealth, LLC | 146 | $4.34K | 0.00% | +3+2.1% | Added |
| Key Financial Inc | 152 | $4.55K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 156 | $4.64K | 0.00% | −40−20.4% | Reduced |
| Rothschild Investment LLC | 180 | $5.36K | 0.00% | −230−56.1% | Reduced |
| Vermillion Wealth Management, Inc. | 181 | $5.39K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 196 | $5.83K | 0.00% | +196 | New |
| Clearstead Advisors, LLC | 208 | $6.19K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 243 | $7.23K | 0.00% | −20−7.6% | Reduced |
| Harbor Investment Advisory, LLC | 259 | $7.71K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 261 | $7.77K | 0.00% | −4−1.5% | Reduced |
| Wealthspire Advisors, LLC | 284 | $8.45K | 0.00% | +284 | New |
| Northwestern Mutual Wealth Management Co | 349 | $10.4K | 0.00% | +9+2.6% | Added |
| Aster Capital Management (DIFC) Ltd | 352 | $10.5K | 0.01% | +352 | New |
| Harbor Capital Advisors, Inc. | 376 | $11.0K | 0.00% | −6−1.6% | Reduced |
| Optiver Holding B.V. | 374 | $11.1K | 0.00% | +374 | New |
| Caitong International Asset Management Co., Ltd | 432 | $12.9K | 0.01% | −959−68.9% | Reduced |
| Hantz Financial Services, Inc. | 440 | $13.0K | 0.00% | −207−32.0% | Reduced |
| First Horizon Corp | 458 | $13.6K | 0.00% | +458 | New |
| Wiser Advisor Group LLC | 461 | $13.7K | 0.02% | +461 | New |
| EverSource Wealth Advisors, LLC | 494 | $14.7K | 0.00% | −126−20.3% | Reduced |
| North Star Investment Management Corp. | 500 | $14.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 509 | $15.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 516 | $15.4K | 0.00% | +350+210.8% | Added |
| Bell Investment Advisors, Inc | 589 | $17.5K | 0.00% | +17+3.0% | Added |
| Global Retirement Partners, LLC | 617 | $18.4K | 0.00% | −55−8.2% | Reduced |
| TD Private Client Wealth LLC | 768 | $22.9K | 0.00% | −10−1.3% | Reduced |
| Umb Bank N A | 808 | $24.0K | 0.00% | −8−1.0% | Reduced |
| Assetmark, Inc | 814 | $24.2K | 0.00% | +756+1,303.4% | Added |
| Massmutual Trust Co FSB | 837 | $24.9K | 0.00% | −86−9.3% | Reduced |
| Bessemer Group Inc | 852 | $25.0K | 0.00% | +194+29.5% | Added |
| Rockefeller Capital Management L.P. | 855 | $25.4K | 0.00% | +855 | New |
| Fifth Third Bancorp | 864 | $25.7K | 0.00% | −82−8.7% | Reduced |
| Asset Dedication, LLC | 867 | $25.8K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 880 | $26.2K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 947 | $28.0K | 0.00% | −105−10.0% | Reduced |
| Quarry LP | 1,030 | $30.7K | 0.01% | −2,556−71.3% | Reduced |
| Farther Finance Advisors, LLC | 1,344 | $40.0K | 0.00% | +212+18.7% | Added |
| CWM, LLC | 1,498 | $45.0K | 0.00% | +113+8.2% | Added |
| Salomon & Ludwin, LLC | 1,538 | $46.0K | 0.00% | +1,538 | New |
| Heritage Wealth Advisors | 1,550 | $46.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,598 | $47.5K | 0.00% | −483−23.2% | Reduced |
| Versant Capital Management, Inc | 1,867 | $55.6K | 0.01% | +656+54.2% | Added |
| Danske Bank A/S | 1,900 | $56.5K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 2,066 | $61.5K | 0.03% | +2,066 | New |
| Smartleaf Asset Management LLC | 2,861 | $84.7K | 0.01% | +569+24.8% | Added |
| Principal Securities, Inc. | 3,054 | $90.9K | 0.00% | +60+2.0% | Added |
| GF Fund Management Co. Ltd. | 3,264 | $97.1K | 0.00% | −193−5.6% | Reduced |
| Signaturefd, LLC | 3,674 | $109.3K | 0.00% | −307−7.7% | Reduced |
| Harvest Fund Management Co., Ltd | 3,861 | $115.0K | 0.00% | +840+27.8% | Added |
| Archer Investment Corp | 3,960 | $117.8K | 0.03% | +310+8.5% | Added |
| GAMMA Investing LLC | 4,539 | $135.1K | 0.01% | −464−9.3% | Reduced |
| Atlantic Union Bankshares Corp | 4,591 | $136.6K | 0.00% | +4,591 | New |
| Covestor Ltd | 4,648 | $138.0K | 0.08% | −1,303−21.9% | Reduced |
| US Bancorp | 4,912 | $146.2K | 0.00% | −574−10.5% | Reduced |
| Advisors Asset Management, Inc. | 5,354 | $159.3K | 0.00% | +82+1.6% | Added |
| Virtus Investment Advisers, Inc. | 5,746 | $171.0K | 0.05% | +443+8.4% | Added |
| KBC Group NV | 5,812 | $173.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,908 | $175.8K | 0.00% | −12,283−67.5% | Reduced |
| M&G Plc | 6,776 | $203.3K | 0.00% | +514+8.2% | Added |
| Cullen Capital Management LLC | 7,120 | $211.9K | 0.00% | +7,120 | New |
| Hohimer Wealth Management, LLC | 7,239 | $215.4K | 0.03% | +7,239 | New |
| FORA Capital, LLC | 7,395 | $220.1K | 0.04% | +7,395 | New |
| GTS Securities LLC | 7,474 | $222.4K | 0.01% | +7,474 | New |
| Evergreen Capital Management LLC | 7,594 | $228.2K | 0.01% | −935−11.0% | Reduced |
| Everence Capital Management Inc | 7,790 | $232.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 7,886 | $234.7K | 0.00% | −237,040−96.8% | Reduced |
| Captrust Financial Advisors | 8,090 | $240.8K | 0.00% | +288+3.7% | Added |
| RSM US Wealth Management LLC | 8,683 | $261.0K | 0.00% | −282−3.1% | Reduced |
| Swiss Life Asset Management Ltd | 8,964 | $266.8K | 0.00% | +8,964 | New |
| Cetera Trust Company, N.A | 8,975 | $267.1K | 0.15% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 8,993 | $267.6K | 0.00% | −215−2.3% | Reduced |
| Napa Wealth Management | 9,025 | $268.6K | 0.13% | +9,025 | New |
| Mariner, LLC | 9,051 | $269.4K | 0.00% | −8,846−49.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,081 | $270.0K | 0.00% | +314+3.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 9,210 | $274.0K | 0.00% | −1,104−10.7% | Reduced |
| Profund Advisors LLC | 9,280 | $276.2K | 0.01% | −575−5.8% | Reduced |
| Whalen Wealth Management Inc. | 9,307 | $277.0K | 0.16% | +9,307 | New |
| Norinchukin Bank, The | 9,362 | $278.6K | 0.00% | −51−0.5% | Reduced |
| Lido Advisors, LLC | 9,368 | $281.7K | 0.00% | −857−8.4% | Reduced |