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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.

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.

Institutional holdersQ3 2025: 345 institutions
Q1 2021: 184 institutionsQ2 2021: 193 institutionsQ3 2021: 208 institutionsQ4 2021: 215 institutionsQ1 2022: 229 institutionsQ2 2022: 227 institutionsQ3 2022: 227 institutionsQ4 2022: 229 institutionsQ1 2023: 250 institutionsQ2 2023: 262 institutionsQ3 2023: 271 institutionsQ4 2023: 274 institutionsQ1 2024: 285 institutionsQ2 2024: 308 institutionsQ3 2024: 329 institutionsQ4 2024: 332 institutionsQ1 2025: 356 institutionsQ2 2025: 352 institutionsQ3 2025: 345 institutionsQ4 2025: 358 institutionsQ1 2026: 381 institutionsQ2 2026: 380 institutions
Value heldQ3 2025: $6.36B
Q1 2021: $2.57BQ2 2021: $3.24BQ3 2021: $3.28BQ4 2021: $3.61BQ1 2022: $3.42BQ2 2022: $2.82BQ3 2022: $2.73BQ4 2022: $3.36BQ1 2023: $3.76BQ2 2023: $3.61BQ3 2023: $3.64BQ4 2023: $4.30BQ1 2024: $4.87BQ2 2024: $5.19BQ3 2024: $6.67BQ4 2024: $6.22BQ1 2025: $6.92BQ2 2025: $6.88BQ3 2025: $6.36BQ4 2025: $6.86BQ1 2026: $7.44BQ2 2026: $7.53B
Institutions holding EPRT and their total value by quarter
QuarterHoldersValue
Q2 2026380$7.53B
Q1 2026381$7.44B
Q4 2025358$6.86B
Q3 2025345$6.36B
Q2 2025352$6.88B
Q1 2025356$6.92B
Q4 2024332$6.22B
Q3 2024329$6.67B
Q2 2024308$5.19B
Q1 2024285$4.87B
Q4 2023274$4.30B
Q3 2023271$3.64B
Q2 2023262$3.61B
Q1 2023250$3.76B
Q4 2022229$3.36B
Q3 2022227$2.73B
Q2 2022227$2.82B
Q1 2022229$3.42B
Q4 2021215$3.61B
Q3 2021208$3.28B
Q2 2021193$3.24B
Q1 2021184$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.

Institutions holding EPRT in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Bell Investment Advisors, Inc589$17.5K0.00%+17+3.0%Added
Whittier Trust Co of Nevada Inc516$15.4K0.00%+350+210.8%Added
Steward Partners Investment Advisory, LLC509$15.1K0.00%00.0%Unchanged
North Star Investment Management Corp.500$14.9K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC494$14.7K0.00%−126−20.3%Reduced
Wiser Advisor Group LLC461$13.7K0.02%+461New
First Horizon Corp458$13.6K0.00%+458New
Hantz Financial Services, Inc.440$13.0K0.00%−207−32.0%Reduced
Caitong International Asset Management Co., Ltd432$12.9K0.01%−959−68.9%Reduced
Optiver Holding B.V.374$11.1K0.00%+374New
Harbor Capital Advisors, Inc.376$11.0K0.00%−6−1.6%Reduced
Aster Capital Management (DIFC) Ltd352$10.5K0.01%+352New
Northwestern Mutual Wealth Management Co349$10.4K0.00%+9+2.6%Added
Wealthspire Advisors, LLC284$8.45K0.00%+284New
Larson Financial Group LLC261$7.77K0.00%−4−1.5%Reduced
Harbor Investment Advisory, LLC259$7.71K0.00%00.0%Unchanged
Parallel Advisors, LLC243$7.23K0.00%−20−7.6%Reduced
Clearstead Advisors, LLC208$6.19K0.00%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.196$5.83K0.00%+196New
Vermillion Wealth Management, Inc.181$5.39K0.00%00.0%Unchanged
Rothschild Investment LLC180$5.36K0.00%−230−56.1%Reduced
Parkside Financial Bank & Trust156$4.64K0.00%−40−20.4%Reduced
Key Financial Inc152$4.55K0.00%00.0%Unchanged
High Note Wealth, LLC146$4.34K0.00%+3+2.1%Added
Sunbelt Securities, Inc.135$4.02K0.00%+135New
Farmers & Merchants Investments Inc106$3.15K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC86$2.56K0.00%−2,012−95.9%Reduced
Atlantic Trust, LLC79$2.35K0.00%00.0%Unchanged
Webster Bank, N. A.75$2.23K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC70$2.10K0.00%+70New
NBC Securities, Inc.56$1.67K0.00%−15−21.1%Reduced
JPL Wealth Management, LLC54$1.61K0.00%+54New
Cornerstone Planning Group LLC52$1.55K0.00%+1+2.0%Added
MAI Capital Management43$1.28K0.00%−306−87.7%Reduced
Essential Partners LLC35$1.04K0.00%+35New
Picton Mahoney Asset Management35$1.00K0.00%00.0%Unchanged
Private Trust Co NA30$8930.00%+30New
Huntington National Bank18$5360.00%00.0%Unchanged
Hughes Financial Services, LLC17$5190.00%00.0%Unchanged
Rossby Financial, LCC16$4790.00%+16New
Abound Wealth Management10$2980.00%00.0%Unchanged
Ronald Blue Trust, Inc.9$2680.00%00.0%Unchanged
Advisory Services Network, LLC6$1790.00%+6New
Creekmur Asset Management LLC0$30.00%0Unchanged
Avion Wealth20$00.00%00.0%Unchanged
Heitman Real Estate Securities LLC0$00.00%−791,579−100.0%Sold out
Gillson Capital LP0$00.00%−233,289−100.0%Sold out
Knights of Columbus Asset Advisors LLC0$00.00%−87,444−100.0%Sold out
Greenland Capital Management LP0$00.00%−87,203−100.0%Sold out
Jackson Creek Investment Advisors LLC0$00.00%−61,596−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−50,000−100.0%Sold out
Cookson Peirce & Co Inc0$00.00%−33,905−100.0%Sold out
Horizon Investments, LLC0$00.00%−25,771−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−18,558−100.0%Sold out
Fortis Capital Advisors, LLC0$00.00%−18,558−100.0%Sold out
Jump Financial, LLC0$00.00%−18,250−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−15,287−100.0%Sold out
Prudent Man Advisors, LLC0$00.00%−12,882−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−11,597−100.0%Sold out
PharVision Advisers, LLC0$00.00%−10,860−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−9,871−100.0%Sold out
Virtu Financial LLC0$00.00%−9,680−100.0%Sold out
Cerity Partners LLC0$00.00%−8,980−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−8,817−100.0%Sold out
Ethic Inc.0$00.00%−8,230−100.0%Sold out
Renaissance Group LLC0$00.00%−7,565−100.0%Sold out
Headlands Technologies LLC0$00.00%−7,260−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−7,060−100.0%Sold out
Shelton Capital Management0$00.00%−6,621−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−5,025−100.0%Sold out
Mount Yale Investment Advisors, LLC0$00.00%−3,379−100.0%Sold out
Morse Asset Management, Inc0$00.00%−3,325−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−2,325−100.0%Sold out
Franchise Capital Ltd0$00.00%−1,287−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−876−100.0%Sold out
Skopos Labs, Inc.0$00.00%−673−100.0%Sold out
IFP Advisors, Inc0$00.00%0Sold out
Atwood & Palmer Inc0$00.00%−375−100.0%Sold out
Whittier Trust Co0$00.00%−330−100.0%Sold out
Richardson Financial Services Inc.0$00.00%−243−100.0%Sold out
Vermillion & White Wealth Management Group, LLC0$00.00%−126−100.0%Sold out
Brown Brothers Harriman & Co0$00.00%−94−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−84−100.0%Sold out
Annis Gardner Whiting Capital Advisors, LLC0$00.00%−66−100.0%Sold out
Park Square Financial Group, LLC0$00.00%−63−100.0%Sold out
UMA Financial Services, Inc.0$00.00%−50−100.0%Sold out
Sierra Ocean, LLC0$00.00%−44−100.0%Sold out
NewSquare Capital LLC0$00.00%−21−100.0%Sold out
Crewe Advisors LLC0$00.00%−13−100.0%Sold out
True Wealth Design, LLC0$00.00%−5−100.0%Sold out
WealthTrak Capital Management LLC0$00.00%−5−100.0%Sold out
Norges Bank––––Not filed
CIBC World Markets Corp––––Not filed
EP Wealth Advisors, LLC––––Not filed