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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.

Q4 2025 vs. Q3 2025

How the institutions holding Essential Properties Realty Trust, Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of EPRT: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders3454358+17
Shares213.6M47.9K231.4M+17.9M (+8.4%)
Value$6.36B$1.43M$6.86B+$505.3M (+8.0%)

4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (59)

Institutions that held Essential Properties Realty Trust, Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to EPRT in Q4 2025
InstitutionSharesValue% of portfolio
Norges Bank2,308,394$68.5M0.01%
Nomura Asset Management International Inc.1,727,093$51.2M0.08%
Holocene Advisors, LP1,362,280$40.4M0.09%
Boston Partners929,655$27.6M0.03%
Gillson Capital LP906,694$26.9M1.76%
Seven Grand Managers, LLC200,000$5.93M0.45%
Dockside LLC85,743$2.54M0.65%
Greenland Capital Management LP73,835$2.19M0.32%
Fox Run Management, L.L.C.54,308$1.61M0.25%
XTX Topco Ltd27,324$810.4K0.02%
Glenmede Trust Co NA18,231$540.7K0.00%
Summit Global Investments16,115$478.0K0.03%
Jump Financial, LLC14,696$435.9K0.01%
Eurizon Capital SGR S.p.A.14,209$421.4K0.00%
State of Wyoming13,917$412.8K0.05%
Vise Technologies, Inc.13,865$411.2K0.01%
CIBC World Markets Corp13,153$390.1K0.00%
Pasadena Private Wealth, LLC12,785$379.2K0.05%
VARCOV Co.12,444$369.1K0.15%
Fieldview Capital Management, LLC12,000$355.9K0.06%
Polymer Capital Management (US) LLC11,528$341.9K0.04%
CIBC Asset Management Inc9,747$289.1K0.00%
Sequoia Financial Advisors, LLC8,913$264.4K0.00%
EP Wealth Advisors, LLC8,413$249.5K0.00%
Entropy Technologies, LP7,966$236.3K0.01%
Wealth Enhancement Advisory Services, LLC7,589$225.3K0.00%
Gsa Capital Partners LLP7,555$224.0K0.02%
Private Advisor Group, LLC7,398$219.4K0.00%
Gilman Hill Asset Management, LLC7,000$207.6K0.03%
Ameritas Advisory Services, LLC6,748$200.1K0.01%
Pinnacle Wealth Planning Services, Inc.3,355$99.5K0.01%
McGuire Capital Advisors Inc3,345$99.2K0.06%
Horizon Investments, LLC2,575$76.4K0.00%
SageView Advisory Group, LLC881$26.1K0.00%
SRS Capital Advisors, Inc.773$22.9K0.00%
Kemnay Advisory Services Inc.658$19.5K0.00%
Richardson Financial Services Inc.584$17.3K0.01%
Spire Wealth Management506$15.0K0.00%
Sound Income Strategies, LLC341$10.5K0.00%
Triumph Capital Management337$10.0K0.00%
Keating Financial Advisory Services, Inc.261$7.74K0.00%
Basecamp Wealth Advisors LLC254$7.53K0.00%
DV Equities, LLC191$5.67K0.00%
Brown Brothers Harriman & Co148$4.39K0.00%
Kilter Group LLC140$4.15K0.00%
Vermillion & White Wealth Management Group, LLC126$3.74K0.00%
Quattro Advisors LLC95$2.81K0.00%
Ares Financial Consulting, LLC68$2.02K0.00%
Manning & Napier Advisors LLC59$1.77K0.00%
UMA Financial Services, Inc.58$1.72K0.00%
Sunrise Financial Services, LLC48$1.42K0.00%
DV Trading LLC42$1.25K0.00%
Elyxium Wealth, LLC42$1.25K0.00%
Ankerstar Wealth, LLC31$9290.00%
Signature Resources Capital Management, LLC18$5340.00%
Bruce G. Allen Investments, LLC17$5040.00%
Dunhill Financial, LLC11$3130.00%
Godfrey Financial Associates, Inc.7$2080.00%
Gilpin Wealth Management, LLC6$1780.00%

Sold out (42)

Institutions that held Essential Properties Realty Trust, Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of EPRT in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Hudson Bay Capital Management LP671,913$20.0M
Freestone Grove Partners LP660,028$19.6M
Jane Street Group, LLC107,375$3.20M
Renaissance Technologies LLC95,200$2.83M
GW&K Investment Management, LLC94,815$2.82M
HRT Financial LP92,259$2.75M
Elo Mutual Pension Insurance Co60,838$1.81M
Dark Forest Capital Management LP55,583$1.65M
Engineers Gate Manager LP46,732$1.39M
Atom Investors LP39,556$1.18M
Connor, Clark & Lunn Investment Management Ltd.35,074$1.04M
Aigen Investment Management, LP34,139$1.02M
Bailard, Inc.28,953$861.6K
MQS Management LLC23,069$686.5K
Allworth Financial LP22,334$664.7K
CSM Advisors, LLC19,019$568.0K
Campbell & CO Investment Adviser LLC17,788$529.4K
D. E. Shaw & Co., Inc.16,617$494.5K
Magnetar Financial LLC14,294$425.4K
Henshaw Capital LLC13,362$397.7K
Brevan Howard Capital Management LP11,860$353.0K
Bayesian Capital Management, LP11,100$330.3K
Kestra Private Wealth Services, LLC10,999$327.3K
NJ State Employees Deferred Compensation Plan10,000$297.6K
Whalen Wealth Management Inc.9,307$277.0K
Mariner, LLC9,051$269.4K
GTS Securities LLC7,474$222.4K
FORA Capital, LLC7,395$220.1K
Virtus Investment Advisers, Inc.5,746$171.0K
Principal Securities, Inc.3,054$90.9K
Ci Investments Inc.947$28.0K
Crowley Wealth Management, Inc.880$26.2K
Global Retirement Partners, LLC617$18.4K
Optiver Holding B.V.374$11.1K
Aster Capital Management (DIFC) Ltd352$10.5K
Wealthspire Advisors, LLC284$8.45K
Marshall & Sterling Wealth Advisors Inc.196$5.83K
Atlantic Trust, LLC79$2.35K
JPL Wealth Management, LLC54$1.61K
Huntington National Bank18$536
Ronald Blue Trust, Inc.9$268
Advisory Services Network, LLC6$179

Not filed for Q4 2025 yet (4)

Institutions that held Essential Properties Realty Trust, Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EPRT in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
CIBC Bancorp USA Inc.21,194$630.7K
Glenmede Investment Management, LP17,700$526.8K
Napa Wealth Management9,025$268.6K
Creekmur Asset Management LLC0$3