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, Q4 2025
Institutional positions in Essential Properties Realty Trust, Inc. as of Dec 31, 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
- 358
- +17 vs. Q3 2025
- Shares held
- 231.4M
- +17.9M (+8.4%) vs. Q3 2025
- Total value
- $6.86B
- +$505.3M (+8.0%) vs. Q3 2025
- New holders
- 59
- 130 more added
- Sold out
- 42
- 129 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Essential Properties Realty Trust, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $30 | 0.00% | −16−94.1% | Reduced |
| Gilpin Wealth Management, LLC | 6 | $178 | 0.00% | +6 | New |
| Godfrey Financial Associates, Inc. | 7 | $208 | 0.00% | +7 | New |
| Abound Wealth Management | 10 | $297 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 11 | $313 | 0.00% | +11 | New |
| Bruce G. Allen Investments, LLC | 17 | $504 | 0.00% | +17 | New |
| Signature Resources Capital Management, LLC | 18 | $534 | 0.00% | +18 | New |
| Steward Partners Investment Advisory, LLC | 19 | $564 | 0.00% | −490−96.3% | Reduced |
| Private Trust Co NA | 30 | $890 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 30 | $890 | 0.00% | +14+87.5% | Added |
| Ankerstar Wealth, LLC | 31 | $929 | 0.00% | +31 | New |
| Essential Partners LLC | 32 | $949 | 0.00% | −3−8.6% | Reduced |
| DV Trading LLC | 42 | $1.25K | 0.00% | +42 | New |
| Elyxium Wealth, LLC | 42 | $1.25K | 0.00% | +42 | New |
| MAI Capital Management | 43 | $1.28K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 48 | $1.42K | 0.00% | +48 | New |
| NBC Securities, Inc. | 51 | $1.51K | 0.00% | −5−8.9% | Reduced |
| UMA Financial Services, Inc. | 58 | $1.72K | 0.00% | +58 | New |
| Manning & Napier Advisors LLC | 59 | $1.77K | 0.00% | +59 | New |
| Ares Financial Consulting, LLC | 68 | $2.02K | 0.00% | +68 | New |
| Cornerstone Planning Group LLC | 73 | $2.14K | 0.00% | +21+40.4% | Added |
| Webster Bank, N. A. | 75 | $2.23K | 0.00% | 00.0% | Unchanged |
| Quattro Advisors LLC | 95 | $2.81K | 0.00% | +95 | New |
| Farmers & Merchants Investments Inc | 106 | $3.14K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 126 | $3.74K | 0.00% | +126 | New |
| Sunbelt Securities, Inc. | 135 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 140 | $4.15K | 0.00% | +140 | New |
| Rothschild Investment LLC | 142 | $4.21K | 0.00% | −38−21.1% | Reduced |
| Brown Brothers Harriman & Co | 148 | $4.39K | 0.00% | +148 | New |
| High Note Wealth, LLC | 151 | $4.48K | 0.00% | +5+3.4% | Added |
| Key Financial Inc | 152 | $4.51K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 181 | $5.37K | 0.00% | 00.0% | Unchanged |
| DV Equities, LLC | 191 | $5.67K | 0.00% | +191 | New |
| CIBC Private Wealth Group, LLC | 211 | $6.26K | 0.00% | +125+145.3% | Added |
| CBIZ Investment Advisory Services, LLC | 243 | $7.28K | 0.00% | +173+247.1% | Added |
| Parallel Advisors, LLC | 250 | $7.42K | 0.00% | +7+2.9% | Added |
| Basecamp Wealth Advisors LLC | 254 | $7.53K | 0.00% | +254 | New |
| Harbor Investment Advisory, LLC | 259 | $7.68K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 261 | $7.74K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 261 | $7.74K | 0.00% | +261 | New |
| Triumph Capital Management | 337 | $10.0K | 0.00% | +337 | New |
| Northwestern Mutual Wealth Management Co | 344 | $10.2K | 0.00% | −5−1.4% | Reduced |
| Sound Income Strategies, LLC | 341 | $10.5K | 0.00% | +341 | New |
| Harbor Capital Advisors, Inc. | 370 | $11.0K | 0.00% | −6−1.6% | Reduced |
| Wiser Advisor Group LLC | 466 | $13.8K | 0.02% | +5+1.1% | Added |
| Quarry LP | 481 | $14.3K | 0.00% | −549−53.3% | Reduced |
| North Star Investment Management Corp. | 500 | $14.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 506 | $15.0K | 0.00% | +506 | New |
| Whittier Trust Co of Nevada Inc | 516 | $15.3K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 562 | $16.7K | 0.00% | −206−26.8% | Reduced |
| Bell Investment Advisors, Inc | 572 | $17.0K | 0.00% | −17−2.9% | Reduced |
| Richardson Financial Services Inc. | 584 | $17.3K | 0.01% | +584 | New |
| Rockefeller Capital Management L.P. | 639 | $19.0K | 0.00% | −216−25.3% | Reduced |
| Kemnay Advisory Services Inc. | 658 | $19.5K | 0.00% | +658 | New |
| SRS Capital Advisors, Inc. | 773 | $22.9K | 0.00% | +773 | New |
| Hantz Financial Services, Inc. | 774 | $23.0K | 0.00% | +334+75.9% | Added |
| Fifth Third Bancorp | 852 | $25.3K | 0.00% | −12−1.4% | Reduced |
| Massmutual Trust Co FSB | 859 | $25.5K | 0.00% | +22+2.6% | Added |
| Asset Dedication, LLC | 867 | $25.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 883 | $26.0K | 0.00% | +31+3.6% | Added |
| SageView Advisory Group, LLC | 881 | $26.1K | 0.00% | +881 | New |
| EverSource Wealth Advisors, LLC | 899 | $26.7K | 0.00% | +405+82.0% | Added |
| Assetmark, Inc | 906 | $26.9K | 0.00% | +92+11.3% | Added |
| Umb Bank N A | 1,035 | $30.7K | 0.00% | +227+28.1% | Added |
| First Horizon Corp | 1,131 | $33.5K | 0.00% | +673+146.9% | Added |
| Salomon & Ludwin, LLC | 1,369 | $40.6K | 0.00% | −169−11.0% | Reduced |
| Versant Capital Management, Inc | 1,440 | $42.7K | 0.01% | −427−22.9% | Reduced |
| Jones Financial Companies LLLP | 1,528 | $45.3K | 0.00% | −70−4.4% | Reduced |
| Clearstead Advisors, LLC | 1,590 | $47.2K | 0.00% | +1,382+664.4% | Added |
| Caitong International Asset Management Co., Ltd | 1,614 | $47.9K | 0.01% | +1,182+273.6% | Added |
| CWM, LLC | 1,718 | $51.0K | 0.00% | +220+14.7% | Added |
| Parkside Financial Bank & Trust | 1,730 | $51.3K | 0.00% | +1,574+1,009.0% | Added |
| Heritage Wealth Advisors | 1,750 | $51.9K | 0.00% | +200+12.9% | Added |
| Farther Finance Advisors, LLC | 1,883 | $55.9K | 0.00% | +539+40.1% | Added |
| Bayforest Capital Ltd | 1,884 | $55.9K | 0.04% | −182−8.8% | Reduced |
| Tower Research Capital LLC (TRC) | 2,121 | $62.9K | 0.00% | −3,787−64.1% | Reduced |
| Danske Bank A/S | 2,400 | $71.2K | 0.00% | +500+26.3% | Added |
| Horizon Investments, LLC | 2,575 | $76.4K | 0.00% | +2,575 | New |
| Harvest Fund Management Co., Ltd | 3,070 | $91.0K | 0.00% | −791−20.5% | Reduced |
| Smartleaf Asset Management LLC | 3,141 | $94.5K | 0.00% | +280+9.8% | Added |
| GF Fund Management Co. Ltd. | 3,283 | $97.4K | 0.00% | +19+0.6% | Added |
| McGuire Capital Advisors Inc | 3,345 | $99.2K | 0.06% | +3,345 | New |
| Pinnacle Wealth Planning Services, Inc. | 3,355 | $99.5K | 0.01% | +3,355 | New |
| Archer Investment Corp | 3,960 | $117.5K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,110 | $121.9K | 0.00% | +436+11.9% | Added |
| GAMMA Investing LLC | 4,351 | $129.1K | 0.01% | −188−4.1% | Reduced |
| Atlantic Union Bankshares Corp | 4,591 | $136.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 5,024 | $149.0K | 0.00% | +112+2.3% | Added |
| Advisors Asset Management, Inc. | 5,202 | $154.3K | 0.00% | −152−2.8% | Reduced |
| KBC Group NV | 5,812 | $172.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 6,748 | $200.1K | 0.01% | +6,748 | New |
| Hohimer Wealth Management, LLC | 6,862 | $203.5K | 0.03% | −377−5.2% | Reduced |
| Gilman Hill Asset Management, LLC | 7,000 | $207.6K | 0.03% | +7,000 | New |
| Cullen Capital Management LLC | 7,120 | $211.2K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 7,398 | $219.4K | 0.00% | +7,398 | New |
| Gsa Capital Partners LLP | 7,555 | $224.0K | 0.02% | +7,555 | New |
| M&G Plc | 7,483 | $224.5K | 0.00% | +707+10.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,589 | $225.3K | 0.00% | +7,589 | New |
| Everence Capital Management Inc | 7,790 | $231.0K | 0.01% | 00.0% | Unchanged |