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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, 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.

Institutional holdersQ4 2025: 358 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 heldQ4 2025: $6.86B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Essential Properties Realty Trust, Inc.; share changes are against Q3 2025.

Institutions holding EPRT in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Fifth Third Bancorp852$25.3K0.00%−12−1.4%Reduced
Hantz Financial Services, Inc.774$23.0K0.00%+334+75.9%Added
SRS Capital Advisors, Inc.773$22.9K0.00%+773New
Kemnay Advisory Services Inc.658$19.5K0.00%+658New
Rockefeller Capital Management L.P.639$19.0K0.00%−216−25.3%Reduced
Richardson Financial Services Inc.584$17.3K0.01%+584New
Bell Investment Advisors, Inc572$17.0K0.00%−17−2.9%Reduced
TD Private Client Wealth LLC562$16.7K0.00%−206−26.8%Reduced
Whittier Trust Co of Nevada Inc516$15.3K0.00%00.0%Unchanged
Spire Wealth Management506$15.0K0.00%+506New
North Star Investment Management Corp.500$14.8K0.00%00.0%Unchanged
Quarry LP481$14.3K0.00%−549−53.3%Reduced
Wiser Advisor Group LLC466$13.8K0.02%+5+1.1%Added
Harbor Capital Advisors, Inc.370$11.0K0.00%−6−1.6%Reduced
Sound Income Strategies, LLC341$10.5K0.00%+341New
Northwestern Mutual Wealth Management Co344$10.2K0.00%−5−1.4%Reduced
Triumph Capital Management337$10.0K0.00%+337New
Larson Financial Group LLC261$7.74K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.261$7.74K0.00%+261New
Harbor Investment Advisory, LLC259$7.68K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC254$7.53K0.00%+254New
Parallel Advisors, LLC250$7.42K0.00%+7+2.9%Added
CBIZ Investment Advisory Services, LLC243$7.28K0.00%+173+247.1%Added
CIBC Private Wealth Group, LLC211$6.26K0.00%+125+145.3%Added
DV Equities, LLC191$5.67K0.00%+191New
Vermillion Wealth Management, Inc.181$5.37K0.00%00.0%Unchanged
Key Financial Inc152$4.51K0.00%00.0%Unchanged
High Note Wealth, LLC151$4.48K0.00%+5+3.4%Added
Brown Brothers Harriman & Co148$4.39K0.00%+148New
Rothschild Investment LLC142$4.21K0.00%−38−21.1%Reduced
Kilter Group LLC140$4.15K0.00%+140New
Sunbelt Securities, Inc.135$4.00K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC126$3.74K0.00%+126New
Farmers & Merchants Investments Inc106$3.14K0.00%00.0%Unchanged
Quattro Advisors LLC95$2.81K0.00%+95New
Webster Bank, N. A.75$2.23K0.00%00.0%Unchanged
Cornerstone Planning Group LLC73$2.14K0.00%+21+40.4%Added
Ares Financial Consulting, LLC68$2.02K0.00%+68New
Manning & Napier Advisors LLC59$1.77K0.00%+59New
UMA Financial Services, Inc.58$1.72K0.00%+58New
NBC Securities, Inc.51$1.51K0.00%−5−8.9%Reduced
Sunrise Financial Services, LLC48$1.42K0.00%+48New
MAI Capital Management43$1.28K0.00%00.0%Unchanged
DV Trading LLC42$1.25K0.00%+42New
Elyxium Wealth, LLC42$1.25K0.00%+42New
Essential Partners LLC32$9490.00%−3−8.6%Reduced
Ankerstar Wealth, LLC31$9290.00%+31New
Private Trust Co NA30$8900.00%00.0%Unchanged
Rossby Financial, LCC30$8900.00%+14+87.5%Added
Steward Partners Investment Advisory, LLC19$5640.00%−490−96.3%Reduced
Signature Resources Capital Management, LLC18$5340.00%+18New
Bruce G. Allen Investments, LLC17$5040.00%+17New
Dunhill Financial, LLC11$3130.00%+11New
Abound Wealth Management10$2970.00%00.0%Unchanged
Godfrey Financial Associates, Inc.7$2080.00%+7New
Gilpin Wealth Management, LLC6$1780.00%+6New
Hughes Financial Services, LLC1$300.00%−16−94.1%Reduced
Avion Wealth20$00.00%00.0%Unchanged
Hudson Bay Capital Management LP0$00.00%−671,913−100.0%Sold out
Freestone Grove Partners LP0$00.00%−660,028−100.0%Sold out
Jane Street Group, LLC0$00.00%−107,375−100.0%Sold out
Renaissance Technologies LLC0$00.00%−95,200−100.0%Sold out
GW&K Investment Management, LLC0$00.00%−94,815−100.0%Sold out
HRT Financial LP0$00.00%−92,259−100.0%Sold out
Elo Mutual Pension Insurance Co0$00.00%−60,838−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−55,583−100.0%Sold out
Engineers Gate Manager LP0$00.00%−46,732−100.0%Sold out
Atom Investors LP0$00.00%−39,556−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−35,074−100.0%Sold out
Aigen Investment Management, LP0$00.00%−34,139−100.0%Sold out
Bailard, Inc.0$00.00%−28,953−100.0%Sold out
MQS Management LLC0$00.00%−23,069−100.0%Sold out
Allworth Financial LP0$00.00%−22,334−100.0%Sold out
CSM Advisors, LLC0$00.00%−19,019−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−17,788−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−16,617−100.0%Sold out
Magnetar Financial LLC0$00.00%−14,294−100.0%Sold out
Henshaw Capital LLC0$00.00%−13,362−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−11,860−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−11,100−100.0%Sold out
Kestra Private Wealth Services, LLC0$00.00%−10,999−100.0%Sold out
NJ State Employees Deferred Compensation Plan0$00.00%−10,000−100.0%Sold out
Whalen Wealth Management Inc.0$00.00%−9,307−100.0%Sold out
Mariner, LLC0$00.00%−9,051−100.0%Sold out
GTS Securities LLC0$00.00%−7,474−100.0%Sold out
FORA Capital, LLC0$00.00%−7,395−100.0%Sold out
Virtus Investment Advisers, Inc.0$00.00%−5,746−100.0%Sold out
Principal Securities, Inc.0$00.00%−3,054−100.0%Sold out
Ci Investments Inc.0$00.00%−947−100.0%Sold out
Crowley Wealth Management, Inc.0$00.00%−880−100.0%Sold out
Global Retirement Partners, LLC0$00.00%−617−100.0%Sold out
Optiver Holding B.V.0$00.00%−374−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−352−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−284−100.0%Sold out
Marshall & Sterling Wealth Advisors Inc.0$00.00%−196−100.0%Sold out
Atlantic Trust, LLC0$00.00%−79−100.0%Sold out
JPL Wealth Management, LLC0$00.00%−54−100.0%Sold out
Huntington National Bank0$00.00%−18−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−9−100.0%Sold out
Advisory Services Network, LLC0$00.00%−6−100.0%Sold out