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 |
|---|---|---|---|---|---|
| GeoWealth Management, LLC | 6,863 | $208.4K | 0.01% | +6,863 | New |
| O'Shaughnessy Asset Management, LLC | 6,880 | $208.9K | 0.00% | +6,880 | New |
| Hohimer Wealth Management, LLC | 6,956 | $211.2K | 0.03% | +94+1.4% | Added |
| Cullen Capital Management LLC | 7,120 | $216.2K | 0.00% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 7,250 | $220.1K | 0.03% | +250+3.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 7,561 | $229.6K | 0.00% | +7,561 | New |
| Private Advisor Group, LLC | 7,592 | $230.5K | 0.00% | +194+2.6% | Added |
| Brinker Capital Investments, LLC | 7,625 | $231.5K | 0.00% | −505−6.2% | Reduced |
| Blair William & Co | 7,640 | $231.9K | 0.00% | +7,640 | New |
| AlphaGrep UK Ltd | 7,725 | $234.5K | 0.07% | +7,725 | New |
| Everence Capital Management Inc | 7,790 | $237.0K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 7,896 | $241.2K | 0.01% | +7,896 | New |
| Mather Group, LLC. | 8,199 | $248.9K | 0.00% | +8,199 | New |
| Cetera Trust Company, N.A | 8,200 | $249.0K | 0.14% | −800−8.9% | Reduced |
| Engineers Gate Manager LP | 8,200 | $249.0K | 0.00% | +8,200 | New |
| EP Wealth Advisors, LLC | 8,209 | $249.2K | 0.00% | −204−2.4% | Reduced |
| Polymer Capital Management (US) LLC | 8,560 | $259.9K | 0.04% | −2,968−25.7% | Reduced |
| UBS Asset Management Americas Inc | 8,569 | $260.2K | 0.00% | −1,166,203−99.3% | Reduced |
| RSM US Wealth Management LLC | 8,640 | $265.0K | 0.00% | −210−2.4% | Reduced |
| Two Sigma Securities, LLC | 8,838 | $268.3K | 0.03% | +8,838 | New |
| Norinchukin Bank, The | 9,298 | $282.3K | 0.00% | +239+2.6% | Added |
| Hantz Financial Services, Inc. | 9,476 | $288.0K | 0.00% | +8,702+1,124.3% | Added |
| Profund Advisors LLC | 9,588 | $291.1K | 0.01% | −4,369−31.3% | Reduced |
| BCO Wealth Management LLC | 9,650 | $293.0K | 0.18% | 00.0% | Unchanged |
| Inceptionr LLC | 9,688 | $294.1K | 0.07% | +9,688 | New |
| CIBC Asset Management Inc | 9,747 | $295.9K | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 9,815 | $298.0K | 0.03% | +9,815 | New |
| Wiley Bros.-Aintree Capital, LLC | 10,017 | $304.1K | 0.00% | −4,266−29.9% | Reduced |
| Hudson Bay Capital Management LP | 10,080 | $306.0K | 0.00% | +10,080 | New |
| CIBC Bancorp USA Inc. | 10,203 | $309.8K | 0.00% | +10,203 | New |
| Gotham Asset Management, LLC | 10,265 | $311.6K | 0.00% | +10,265 | New |
| DnB Asset Management AS | 10,369 | $314.8K | 0.00% | +10,369 | New |
| Icapital Wealth LLC | 10,560 | $321.0K | 0.19% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,709 | $325.2K | 0.00% | +10,709 | New |
| Sequoia Financial Advisors, LLC | 10,724 | $325.6K | 0.00% | +1,811+20.3% | Added |
| Kestra Advisory Services, LLC | 10,820 | $328.5K | 0.00% | −1,107−9.3% | Reduced |
| Evergreen Capital Management LLC | 10,803 | $331.2K | 0.01% | +1,094+11.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,045 | $335.3K | 0.00% | +1,146+11.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,206 | $340.0K | 0.00% | −666−5.6% | Reduced |
| Thoroughbred Financial Services, LLC | 11,225 | $340.0K | 0.02% | −490−4.2% | Reduced |
| Crossmark Global Holdings, Inc. | 11,311 | $343.4K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 11,429 | $347.0K | 0.01% | +11,429 | New |
| Pasadena Private Wealth, LLC | 11,488 | $348.8K | 0.05% | −1,297−10.1% | Reduced |
| Lido Advisors, LLC | 11,398 | $349.6K | 0.00% | +1,684+17.3% | Added |
| The PNC Financial Services Group, Inc. | 11,642 | $353.4K | 0.00% | +281+2.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 11,974 | $363.5K | 0.00% | −1,710−12.5% | Reduced |
| Fieldview Capital Management, LLC | 12,001 | $364.4K | 0.11% | +10.0% | Added |
| Swiss Life Asset Management Ltd | 12,793 | $388.4K | 0.00% | +3,829+42.7% | Added |
| Campbell & CO Investment Adviser LLC | 12,869 | $390.7K | 0.02% | +12,869 | New |
| Severin Investments, LLC | 12,925 | $392.4K | 0.34% | +204+1.6% | Added |
| Ensign Peak Advisors, Inc | 13,181 | $400.2K | 0.00% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 13,241 | $402.0K | 0.13% | +1,747+15.2% | Added |
| Tower Research Capital LLC (TRC) | 13,254 | $402.4K | 0.01% | +11,133+524.9% | Added |
| Vise Technologies, Inc. | 13,865 | $411.2K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 13,907 | $422.2K | 0.00% | −195−1.4% | Reduced |
| Centersquare Investment Management LLC | 14,170 | $430.2K | 0.00% | −2,774−16.4% | Reduced |
| Collaborative Fund Advisors, LLC | 14,230 | $432.0K | 0.27% | +14,230 | New |
| Pathstone Holdings, LLC | 14,223 | $432.8K | 0.00% | +153+1.1% | Added |
| EntryPoint Capital, LLC | 14,304 | $434.3K | 0.13% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 14,711 | $446.6K | 0.01% | −107,647−88.0% | Reduced |
| Summit Global Investments | 15,061 | $457.0K | 0.03% | −1,054−6.5% | Reduced |
| Public Employees Retirement Association of Colorado | 15,825 | $480.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 15,877 | $482.0K | 0.01% | +15,877 | New |
| Brown Advisory Inc | 16,082 | $488.2K | 0.00% | −45,254−73.8% | Reduced |
| Empowered Funds, LLC | 16,415 | $498.4K | 0.00% | +16,415 | New |
| Ameritas Investment Partners, Inc. | 16,474 | $500.2K | 0.02% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 16,430 | $505.6K | 0.09% | −37,878−69.7% | Reduced |
| Cetera Investment Advisers | 17,395 | $528.1K | 0.00% | +4,731+37.4% | Added |
| FJ Capital Management LLC | 17,665 | $536.3K | 0.06% | 00.0% | Unchanged |
| Groupe la Francaise | 17,765 | $539.3K | 0.01% | −2,095−10.5% | Reduced |
| State of Wyoming | 17,913 | $543.8K | 0.06% | +3,996+28.7% | Added |
| Quadrant Capital Group LLC | 18,380 | $558.0K | 0.02% | +682+3.9% | Added |
| Xponance, Inc. | 18,861 | $572.6K | 0.00% | +3,019+19.1% | Added |
| Boothbay Fund Management, LLC | 18,881 | $573.2K | 0.01% | +2,681+16.5% | Added |
| Allworth Financial LP | 19,564 | $594.0K | 0.00% | +19,564 | New |
| Quantinno Capital Management LP | 19,776 | $600.4K | 0.00% | −63−0.3% | Reduced |
| HighTower Advisors, LLC | 19,923 | $604.9K | 0.00% | +1,652+9.0% | Added |
| Cambria Investment Management, L.P. | 20,469 | $621.4K | 0.03% | +2,122+11.6% | Added |
| Allspring Global Investments Holdings, LLC | 21,859 | $669.3K | 0.00% | +2,137+10.8% | Added |
| Selective Wealth Management, Inc. | 21,709 | $676.5K | 0.20% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 23,756 | $721.2K | 0.00% | +7,878+49.6% | Added |
| TCW Group Inc | 25,000 | $759.0K | 0.01% | −52,694−67.8% | Reduced |
| Mercer Global Advisors Inc | 25,895 | $786.2K | 0.00% | −59−0.2% | Reduced |
| Perennial Investment Advisors, LLC | 25,984 | $788.9K | 0.06% | −1,407−5.1% | Reduced |
| Quadrature Capital Ltd | 26,573 | $806.8K | 0.01% | +26,573 | New |
| Teacher Retirement System of Texas | 26,588 | $807.2K | 0.00% | +4,967+23.0% | Added |
| Entropy Technologies, LP | 27,004 | $819.8K | 0.04% | +19,038+239.0% | Added |
| Pensionfund Sabic | 27,500 | $835.0K | 1.01% | 00.0% | Unchanged |
| Mizuho Markets Americas LLC | 27,900 | $847.0K | 0.02% | +27,900 | New |
| Bridgefront Capital, LLC | 28,686 | $870.9K | 0.22% | −5,912−17.1% | Reduced |
| Eurizon Capital SGR S.p.A. | 28,463 | $875.8K | 0.00% | +14,254+100.3% | Added |
| Maryland State Retirement & Pension System | 30,610 | $929.3K | 0.02% | +1,424+4.9% | Added |
| ProShare Advisors LLC | 31,050 | $942.7K | 0.00% | −7,595−19.7% | Reduced |
| IFM Investors Pty Ltd | 32,257 | $979.3K | 0.01% | +205+0.6% | Added |
| Nissay Asset Management Corp | 32,378 | $983.0K | 0.01% | +1,929+6.3% | Added |
| Pictet Asset Management Holding SA | 32,450 | $985.2K | 0.00% | +3,328+11.4% | Added |
| Sit Investment Associates Inc | 32,550 | $988.0K | 0.02% | +6,175+23.4% | Added |
| JustInvest LLC | 32,625 | $990.5K | 0.01% | +2,894+9.7% | Added |
| MML Investors Services, LLC | 33,654 | $1.02M | 0.00% | −839−2.4% | Reduced |
| Bank of Montreal | 33,667 | $1.02M | 0.00% | +2,618+8.4% | Added |