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, Q1 2026
Institutional positions in Essential Properties Realty Trust, Inc. as of Mar 31, 2026. 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
- 381
- +29 vs. Q4 2025
- Shares held
- 244.9M
- +45.6M (+22.9%) vs. Q4 2025
- Total value
- $7.44B
- +$1.53B (+26.0%) vs. Q4 2025
- New holders
- 61
- 167 more added
- Sold out
- 32
- 106 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Essential Properties Realty Trust, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $61 | 0.00% | +1+100.0% | Added |
| Godfrey Financial Associates, Inc. | 4 | $121 | 0.00% | −3−42.9% | Reduced |
| Prestige Wealth Management Group LLC | 7 | $215 | 0.00% | +7 | New |
| Abound Wealth Management | 10 | $304 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 10 | $320 | 0.00% | −1−9.1% | Reduced |
| Bruce G. Allen Investments, LLC | 17 | $516 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 17 | $517 | 0.00% | +17 | New |
| Steward Partners Investment Advisory, LLC | 19 | $577 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 19 | $577 | 0.00% | +19 | New |
| Cedar Mountain Advisors, LLC | 19 | $577 | 0.00% | +19 | New |
| Brown, Lisle/Cummings, Inc. | 24 | $729 | 0.00% | +24 | New |
| Ankerstar Wealth, LLC | 25 | $767 | 0.00% | −6−19.4% | Reduced |
| Essential Partners LLC | 32 | $972 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 34 | $1.03K | 0.00% | +4+13.3% | Added |
| Gilpin Wealth Management, LLC | 34 | $1.03K | 0.00% | +28+466.7% | Added |
| Picton Mahoney Asset Management | 35 | $1.06K | 0.00% | −40,385−99.9% | Reduced |
| Albion Financial Group | 40 | $1.22K | 0.00% | +40 | New |
| Sunrise Financial Services, LLC | 48 | $1.46K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 49 | $1.49K | 0.00% | −2−3.9% | Reduced |
| JPL Wealth Management, LLC | 54 | $1.64K | 0.00% | +54 | New |
| Zions Bancorporation, National Association | 66 | $2.00K | 0.00% | +66 | New |
| Ares Financial Consulting, LLC | 68 | $2.08K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 70 | $2.15K | 0.00% | −173−71.2% | Reduced |
| Root Financial Partners, LLC | 73 | $2.22K | 0.00% | +73 | New |
| Webster Bank, N. A. | 75 | $2.28K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 81 | $2.46K | 0.00% | +81 | New |
| Danske Bank A/S | 100 | $3.04K | 0.00% | −2,300−95.8% | Reduced |
| Simplex Trading, LLC | 101 | $3.07K | 0.00% | +101 | New |
| UMA Financial Services, Inc. | 102 | $3.10K | 0.00% | +44+75.9% | Added |
| Farmers & Merchants Investments Inc | 106 | $3.22K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 118 | $3.61K | 0.00% | +88+293.3% | Added |
| Manning & Napier Advisors LLC | 119 | $3.66K | 0.00% | +60+101.7% | Added |
| Cornerstone Planning Group LLC | 121 | $3.74K | 0.00% | +48+65.8% | Added |
| MAI Capital Management | 125 | $3.79K | 0.00% | +82+190.7% | Added |
| Sunbelt Securities, Inc. | 135 | $4.10K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 140 | $4.25K | 0.00% | −8−5.4% | Reduced |
| Kilter Group LLC | 141 | $4.28K | 0.00% | +1+0.7% | Added |
| High Note Wealth, LLC | 151 | $4.58K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 152 | $4.62K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 181 | $5.50K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 190 | $5.77K | 0.00% | −291−60.5% | Reduced |
| Rothschild Investment LLC | 200 | $6.07K | 0.00% | +58+40.8% | Added |
| Triumph Capital Management | 237 | $7.28K | 0.00% | −100−29.7% | Reduced |
| Basecamp Wealth Advisors LLC | 254 | $7.71K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 259 | $7.86K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 261 | $7.92K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 271 | $8.23K | 0.00% | +271 | New |
| Parallel Advisors, LLC | 336 | $10.2K | 0.00% | +86+34.4% | Added |
| Sound Income Strategies, LLC | 341 | $10.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 351 | $10.7K | 0.00% | +7+2.0% | Added |
| LRI Investments, LLC | 362 | $11.0K | 0.00% | +362 | New |
| Keating Financial Advisory Services, Inc. | 367 | $11.1K | 0.00% | +106+40.6% | Added |
| Whittier Trust Co of Nevada Inc | 429 | $13.3K | 0.00% | −87−16.9% | Reduced |
| Wiser Advisor Group LLC | 471 | $14.3K | 0.02% | +5+1.1% | Added |
| North Star Investment Management Corp. | 500 | $15.2K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 500 | $15.3K | 0.01% | +500 | New |
| Spire Wealth Management | 510 | $15.5K | 0.00% | +4+0.8% | Added |
| PlanVest Financial, Inc | 510 | $15.5K | 0.01% | +510 | New |
| Bell Investment Advisors, Inc | 512 | $15.5K | 0.00% | −60−10.5% | Reduced |
| Richardson Financial Services Inc. | 577 | $17.5K | 0.01% | −7−1.2% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 644 | $19.6K | 0.00% | +644 | New |
| TD Private Client Wealth LLC | 673 | $20.4K | 0.00% | +111+19.8% | Added |
| Harbor Capital Advisors, Inc. | 804 | $24.0K | 0.00% | +434+117.3% | Added |
| First Horizon Corp | 873 | $26.5K | 0.00% | −258−22.8% | Reduced |
| Massmutual Trust Co FSB | 908 | $27.6K | 0.00% | +49+5.7% | Added |
| Los Angeles Capital Management LLC | 975 | $29.6K | 0.00% | +975 | New |
| Smithfield Trust Co | 1,032 | $31.0K | 0.00% | +1,032 | New |
| Bessemer Group Inc | 1,091 | $33.0K | 0.00% | +208+23.6% | Added |
| Umb Bank N A | 1,089 | $33.1K | 0.00% | +54+5.2% | Added |
| Smartleaf Asset Management LLC | 1,319 | $40.6K | 0.00% | −1,822−58.0% | Reduced |
| Assetmark, Inc | 1,339 | $40.7K | 0.00% | +433+47.8% | Added |
| Versant Capital Management, Inc | 1,429 | $43.4K | 0.00% | −11−0.8% | Reduced |
| EverSource Wealth Advisors, LLC | 1,612 | $48.9K | 0.00% | +713+79.3% | Added |
| Kemnay Advisory Services Inc. | 1,645 | $49.9K | 0.01% | +987+150.0% | Added |
| Heritage Wealth Advisors | 1,750 | $53.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,903 | $57.8K | 0.00% | +185+10.8% | Added |
| Harvest Fund Management Co., Ltd | 2,136 | $65.0K | 0.00% | −934−30.4% | Reduced |
| Farther Finance Advisors, LLC | 2,127 | $65.1K | 0.00% | +244+13.0% | Added |
| Parkside Financial Bank & Trust | 2,262 | $68.7K | 0.01% | +532+30.8% | Added |
| Salomon & Ludwin, LLC | 2,315 | $71.4K | 0.01% | +946+69.1% | Added |
| Rockefeller Capital Management L.P. | 2,499 | $75.9K | 0.00% | +1,860+291.1% | Added |
| GF Fund Management Co. Ltd. | 2,996 | $91.0K | 0.00% | −287−8.7% | Reduced |
| Jones Financial Companies LLLP | 3,101 | $94.2K | 0.00% | +1,573+102.9% | Added |
| Horizon Investments, LLC | 3,183 | $96.6K | 0.00% | +608+23.6% | Added |
| McGuire Capital Advisors Inc | 3,345 | $101.6K | 0.06% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3,371 | $102.3K | 0.01% | +16+0.5% | Added |
| Spirit of America Management Corp | 4,000 | $121.4K | 0.02% | +4,000 | New |
| Covestor Ltd | 4,103 | $125.0K | 0.09% | −4,403−51.8% | Reduced |
| Signaturefd, LLC | 4,533 | $137.6K | 0.00% | +423+10.3% | Added |
| Atlantic Union Bankshares Corp | 4,591 | $139.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5,264 | $159.8K | 0.01% | +913+21.0% | Added |
| Advisors Asset Management, Inc. | 5,455 | $165.6K | 0.00% | +253+4.9% | Added |
| KBC Group NV | 5,812 | $176.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 6,212 | $188.6K | 0.00% | +1,188+23.6% | Added |
| Fifth Third Bancorp | 6,279 | $190.6K | 0.00% | +5,427+637.0% | Added |
| Advisor Group Holdings, Inc. | 6,382 | $193.8K | 0.00% | −6,322−49.8% | Reduced |
| Shelton Capital Management | 6,621 | $201.0K | 0.00% | +6,621 | New |
| Glenmede Trust Co NA | 6,655 | $202.0K | 0.00% | −11,576−63.5% | Reduced |
| Abel Hall, LLC | 6,662 | $202.3K | 0.04% | +6,662 | New |