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 |
|---|---|---|---|---|---|
| Salomon & Ludwin, LLC | 2,315 | $71.4K | 0.01% | +946+69.1% | Added |
| Parkside Financial Bank & Trust | 2,262 | $68.7K | 0.01% | +532+30.8% | Added |
| Farther Finance Advisors, LLC | 2,127 | $65.1K | 0.00% | +244+13.0% | Added |
| Harvest Fund Management Co., Ltd | 2,136 | $65.0K | 0.00% | −934−30.4% | Reduced |
| CWM, LLC | 1,903 | $57.8K | 0.00% | +185+10.8% | Added |
| Heritage Wealth Advisors | 1,750 | $53.1K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 1,645 | $49.9K | 0.01% | +987+150.0% | Added |
| EverSource Wealth Advisors, LLC | 1,612 | $48.9K | 0.00% | +713+79.3% | Added |
| Versant Capital Management, Inc | 1,429 | $43.4K | 0.00% | −11−0.8% | Reduced |
| Assetmark, Inc | 1,339 | $40.7K | 0.00% | +433+47.8% | Added |
| Smartleaf Asset Management LLC | 1,319 | $40.6K | 0.00% | −1,822−58.0% | Reduced |
| Umb Bank N A | 1,089 | $33.1K | 0.00% | +54+5.2% | Added |
| Bessemer Group Inc | 1,091 | $33.0K | 0.00% | +208+23.6% | Added |
| Smithfield Trust Co | 1,032 | $31.0K | 0.00% | +1,032 | New |
| Los Angeles Capital Management LLC | 975 | $29.6K | 0.00% | +975 | New |
| Massmutual Trust Co FSB | 908 | $27.6K | 0.00% | +49+5.7% | Added |
| First Horizon Corp | 873 | $26.5K | 0.00% | −258−22.8% | Reduced |
| Harbor Capital Advisors, Inc. | 804 | $24.0K | 0.00% | +434+117.3% | Added |
| TD Private Client Wealth LLC | 673 | $20.4K | 0.00% | +111+19.8% | Added |
| Twin Peaks Wealth Advisors, LLC | 644 | $19.6K | 0.00% | +644 | New |
| Richardson Financial Services Inc. | 577 | $17.5K | 0.01% | −7−1.2% | Reduced |
| Bell Investment Advisors, Inc | 512 | $15.5K | 0.00% | −60−10.5% | Reduced |
| Spire Wealth Management | 510 | $15.5K | 0.00% | +4+0.8% | Added |
| PlanVest Financial, Inc | 510 | $15.5K | 0.01% | +510 | New |
| Innovative Asset Advisors Group, LLC | 500 | $15.3K | 0.01% | +500 | New |
| North Star Investment Management Corp. | 500 | $15.2K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 471 | $14.3K | 0.02% | +5+1.1% | Added |
| Whittier Trust Co of Nevada Inc | 429 | $13.3K | 0.00% | −87−16.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 367 | $11.1K | 0.00% | +106+40.6% | Added |
| LRI Investments, LLC | 362 | $11.0K | 0.00% | +362 | New |
| Northwestern Mutual Wealth Management Co | 351 | $10.7K | 0.00% | +7+2.0% | Added |
| Sound Income Strategies, LLC | 341 | $10.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 336 | $10.2K | 0.00% | +86+34.4% | Added |
| Advisory Services Network, LLC | 271 | $8.23K | 0.00% | +271 | New |
| Larson Financial Group LLC | 261 | $7.92K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 259 | $7.86K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 254 | $7.71K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 237 | $7.28K | 0.00% | −100−29.7% | Reduced |
| Rothschild Investment LLC | 200 | $6.07K | 0.00% | +58+40.8% | Added |
| Quarry LP | 190 | $5.77K | 0.00% | −291−60.5% | Reduced |
| Vermillion Wealth Management, Inc. | 181 | $5.50K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 152 | $4.62K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 151 | $4.58K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 141 | $4.28K | 0.00% | +1+0.7% | Added |
| Brown Brothers Harriman & Co | 140 | $4.25K | 0.00% | −8−5.4% | Reduced |
| Sunbelt Securities, Inc. | 135 | $4.10K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 125 | $3.79K | 0.00% | +82+190.7% | Added |
| Cornerstone Planning Group LLC | 121 | $3.74K | 0.00% | +48+65.8% | Added |
| Manning & Napier Advisors LLC | 119 | $3.66K | 0.00% | +60+101.7% | Added |
| Rossby Financial, LCC | 118 | $3.61K | 0.00% | +88+293.3% | Added |
| Farmers & Merchants Investments Inc | 106 | $3.22K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 102 | $3.10K | 0.00% | +44+75.9% | Added |
| Simplex Trading, LLC | 101 | $3.07K | 0.00% | +101 | New |
| Danske Bank A/S | 100 | $3.04K | 0.00% | −2,300−95.8% | Reduced |
| Harbour Investments, Inc. | 81 | $2.46K | 0.00% | +81 | New |
| Webster Bank, N. A. | 75 | $2.28K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 73 | $2.22K | 0.00% | +73 | New |
| CBIZ Investment Advisory Services, LLC | 70 | $2.15K | 0.00% | −173−71.2% | Reduced |
| Ares Financial Consulting, LLC | 68 | $2.08K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 66 | $2.00K | 0.00% | +66 | New |
| JPL Wealth Management, LLC | 54 | $1.64K | 0.00% | +54 | New |
| NBC Securities, Inc. | 49 | $1.49K | 0.00% | −2−3.9% | Reduced |
| Sunrise Financial Services, LLC | 48 | $1.46K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 40 | $1.22K | 0.00% | +40 | New |
| Picton Mahoney Asset Management | 35 | $1.06K | 0.00% | −40,385−99.9% | Reduced |
| Gilpin Wealth Management, LLC | 34 | $1.03K | 0.00% | +28+466.7% | Added |
| Private Trust Co NA | 34 | $1.03K | 0.00% | +4+13.3% | Added |
| Essential Partners LLC | 32 | $972 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 25 | $767 | 0.00% | −6−19.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 24 | $729 | 0.00% | +24 | 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 |
| Rialto Wealth Management, LLC | 17 | $517 | 0.00% | +17 | New |
| Bruce G. Allen Investments, LLC | 17 | $516 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 10 | $320 | 0.00% | −1−9.1% | Reduced |
| Abound Wealth Management | 10 | $304 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $215 | 0.00% | +7 | New |
| Godfrey Financial Associates, Inc. | 4 | $121 | 0.00% | −3−42.9% | Reduced |
| Hughes Financial Services, LLC | 2 | $61 | 0.00% | +1+100.0% | Added |
| Avion Wealth | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −1,445,100−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −1,362,280−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −1,260,566−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −1,191,489−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −906,694−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −175,080−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −98,427−100.0% | Sold out |
| Dockside LLC | 0 | $0 | 0.00% | −85,743−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −73,835−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −49,643−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −27,324−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −25,758−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −25,456−100.0% | Sold out |
| Invst, LLC | 0 | $0 | 0.00% | −16,719−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −16,678−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −13,641−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −12,444−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −7,589−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −7,483−100.0% | Sold out |