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 |
|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | 23,756 | $721.2K | 0.00% | +7,878+49.6% | Added |
| Selective Wealth Management, Inc. | 21,709 | $676.5K | 0.20% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 21,859 | $669.3K | 0.00% | +2,137+10.8% | Added |
| Cambria Investment Management, L.P. | 20,469 | $621.4K | 0.03% | +2,122+11.6% | Added |
| HighTower Advisors, LLC | 19,923 | $604.9K | 0.00% | +1,652+9.0% | Added |
| Quantinno Capital Management LP | 19,776 | $600.4K | 0.00% | −63−0.3% | Reduced |
| Allworth Financial LP | 19,564 | $594.0K | 0.00% | +19,564 | New |
| Boothbay Fund Management, LLC | 18,881 | $573.2K | 0.01% | +2,681+16.5% | Added |
| Xponance, Inc. | 18,861 | $572.6K | 0.00% | +3,019+19.1% | Added |
| Quadrant Capital Group LLC | 18,380 | $558.0K | 0.02% | +682+3.9% | Added |
| State of Wyoming | 17,913 | $543.8K | 0.06% | +3,996+28.7% | Added |
| Groupe la Francaise | 17,765 | $539.3K | 0.01% | −2,095−10.5% | Reduced |
| FJ Capital Management LLC | 17,665 | $536.3K | 0.06% | 00.0% | Unchanged |
| Cetera Investment Advisers | 17,395 | $528.1K | 0.00% | +4,731+37.4% | Added |
| Fox Run Management, L.L.C. | 16,430 | $505.6K | 0.09% | −37,878−69.7% | Reduced |
| Ameritas Investment Partners, Inc. | 16,474 | $500.2K | 0.02% | 00.0% | Unchanged |
| Empowered Funds, LLC | 16,415 | $498.4K | 0.00% | +16,415 | New |
| Brown Advisory Inc | 16,082 | $488.2K | 0.00% | −45,254−73.8% | Reduced |
| Oppenheimer Asset Management Inc. | 15,877 | $482.0K | 0.01% | +15,877 | New |
| Public Employees Retirement Association of Colorado | 15,825 | $480.0K | 0.00% | 00.0% | Unchanged |
| Summit Global Investments | 15,061 | $457.0K | 0.03% | −1,054−6.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 14,711 | $446.6K | 0.01% | −107,647−88.0% | Reduced |
| EntryPoint Capital, LLC | 14,304 | $434.3K | 0.13% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 14,223 | $432.8K | 0.00% | +153+1.1% | Added |
| Collaborative Fund Advisors, LLC | 14,230 | $432.0K | 0.27% | +14,230 | New |
| Centersquare Investment Management LLC | 14,170 | $430.2K | 0.00% | −2,774−16.4% | Reduced |
| Commonwealth Equity Services, LLC | 13,907 | $422.2K | 0.00% | −195−1.4% | Reduced |
| Vise Technologies, Inc. | 13,865 | $411.2K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 13,254 | $402.4K | 0.01% | +11,133+524.9% | Added |
| Lifestyle Asset Management, Inc. | 13,241 | $402.0K | 0.13% | +1,747+15.2% | Added |
| Ensign Peak Advisors, Inc | 13,181 | $400.2K | 0.00% | 00.0% | Unchanged |
| Severin Investments, LLC | 12,925 | $392.4K | 0.34% | +204+1.6% | Added |
| Campbell & CO Investment Adviser LLC | 12,869 | $390.7K | 0.02% | +12,869 | New |
| Swiss Life Asset Management Ltd | 12,793 | $388.4K | 0.00% | +3,829+42.7% | Added |
| Fieldview Capital Management, LLC | 12,001 | $364.4K | 0.11% | +10.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 11,974 | $363.5K | 0.00% | −1,710−12.5% | Reduced |
| The PNC Financial Services Group, Inc. | 11,642 | $353.4K | 0.00% | +281+2.5% | Added |
| Lido Advisors, LLC | 11,398 | $349.6K | 0.00% | +1,684+17.3% | Added |
| Pasadena Private Wealth, LLC | 11,488 | $348.8K | 0.05% | −1,297−10.1% | Reduced |
| Skopos Labs, Inc. | 11,429 | $347.0K | 0.01% | +11,429 | New |
| Crossmark Global Holdings, Inc. | 11,311 | $343.4K | 0.01% | 00.0% | Unchanged |
| 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 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,045 | $335.3K | 0.00% | +1,146+11.6% | Added |
| Evergreen Capital Management LLC | 10,803 | $331.2K | 0.01% | +1,094+11.3% | Added |
| Kestra Advisory Services, LLC | 10,820 | $328.5K | 0.00% | −1,107−9.3% | Reduced |
| Sequoia Financial Advisors, LLC | 10,724 | $325.6K | 0.00% | +1,811+20.3% | Added |
| Cerity Partners LLC | 10,709 | $325.2K | 0.00% | +10,709 | New |
| Icapital Wealth LLC | 10,560 | $321.0K | 0.19% | 00.0% | Unchanged |
| DnB Asset Management AS | 10,369 | $314.8K | 0.00% | +10,369 | New |
| Gotham Asset Management, LLC | 10,265 | $311.6K | 0.00% | +10,265 | New |
| CIBC Bancorp USA Inc. | 10,203 | $309.8K | 0.00% | +10,203 | New |
| Hudson Bay Capital Management LP | 10,080 | $306.0K | 0.00% | +10,080 | New |
| Wiley Bros.-Aintree Capital, LLC | 10,017 | $304.1K | 0.00% | −4,266−29.9% | Reduced |
| Ibex Wealth Advisors | 9,815 | $298.0K | 0.03% | +9,815 | New |
| CIBC Asset Management Inc | 9,747 | $295.9K | 0.00% | 00.0% | Unchanged |
| Inceptionr LLC | 9,688 | $294.1K | 0.07% | +9,688 | New |
| BCO Wealth Management LLC | 9,650 | $293.0K | 0.18% | 00.0% | Unchanged |
| Profund Advisors LLC | 9,588 | $291.1K | 0.01% | −4,369−31.3% | Reduced |
| Hantz Financial Services, Inc. | 9,476 | $288.0K | 0.00% | +8,702+1,124.3% | Added |
| Norinchukin Bank, The | 9,298 | $282.3K | 0.00% | +239+2.6% | Added |
| Two Sigma Securities, LLC | 8,838 | $268.3K | 0.03% | +8,838 | New |
| RSM US Wealth Management LLC | 8,640 | $265.0K | 0.00% | −210−2.4% | Reduced |
| UBS Asset Management Americas Inc | 8,569 | $260.2K | 0.00% | −1,166,203−99.3% | Reduced |
| Polymer Capital Management (US) LLC | 8,560 | $259.9K | 0.04% | −2,968−25.7% | Reduced |
| EP Wealth Advisors, LLC | 8,209 | $249.2K | 0.00% | −204−2.4% | Reduced |
| 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 |
| Mather Group, LLC. | 8,199 | $248.9K | 0.00% | +8,199 | New |
| Mount Yale Investment Advisors, LLC | 7,896 | $241.2K | 0.01% | +7,896 | New |
| Everence Capital Management Inc | 7,790 | $237.0K | 0.01% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 7,725 | $234.5K | 0.07% | +7,725 | New |
| Blair William & Co | 7,640 | $231.9K | 0.00% | +7,640 | New |
| Brinker Capital Investments, LLC | 7,625 | $231.5K | 0.00% | −505−6.2% | Reduced |
| Private Advisor Group, LLC | 7,592 | $230.5K | 0.00% | +194+2.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 7,561 | $229.6K | 0.00% | +7,561 | New |
| Gilman Hill Asset Management, LLC | 7,250 | $220.1K | 0.03% | +250+3.6% | Added |
| Cullen Capital Management LLC | 7,120 | $216.2K | 0.00% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 6,956 | $211.2K | 0.03% | +94+1.4% | Added |
| O'Shaughnessy Asset Management, LLC | 6,880 | $208.9K | 0.00% | +6,880 | New |
| GeoWealth Management, LLC | 6,863 | $208.4K | 0.01% | +6,863 | New |
| Abel Hall, LLC | 6,662 | $202.3K | 0.04% | +6,662 | New |
| Glenmede Trust Co NA | 6,655 | $202.0K | 0.00% | −11,576−63.5% | Reduced |
| Shelton Capital Management | 6,621 | $201.0K | 0.00% | +6,621 | New |
| Advisor Group Holdings, Inc. | 6,382 | $193.8K | 0.00% | −6,322−49.8% | Reduced |
| Fifth Third Bancorp | 6,279 | $190.6K | 0.00% | +5,427+637.0% | Added |
| US Bancorp | 6,212 | $188.6K | 0.00% | +1,188+23.6% | Added |
| KBC Group NV | 5,812 | $176.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 5,455 | $165.6K | 0.00% | +253+4.9% | Added |
| GAMMA Investing LLC | 5,264 | $159.8K | 0.01% | +913+21.0% | Added |
| Atlantic Union Bankshares Corp | 4,591 | $139.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,533 | $137.6K | 0.00% | +423+10.3% | Added |
| Covestor Ltd | 4,103 | $125.0K | 0.09% | −4,403−51.8% | Reduced |
| Spirit of America Management Corp | 4,000 | $121.4K | 0.02% | +4,000 | New |
| Pinnacle Wealth Planning Services, Inc. | 3,371 | $102.3K | 0.01% | +16+0.5% | Added |
| McGuire Capital Advisors Inc | 3,345 | $101.6K | 0.06% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,183 | $96.6K | 0.00% | +608+23.6% | Added |
| Jones Financial Companies LLLP | 3,101 | $94.2K | 0.00% | +1,573+102.9% | Added |
| GF Fund Management Co. Ltd. | 2,996 | $91.0K | 0.00% | −287−8.7% | Reduced |
| Rockefeller Capital Management L.P. | 2,499 | $75.9K | 0.00% | +1,860+291.1% | Added |