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, Q2 2026
Institutional positions in Essential Properties Realty Trust, Inc. as of Jun 30, 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
- 380
- +3 vs. Q1 2026
- Shares held
- 252.0M
- +7.23M (+3.0%) vs. Q1 2026
- Total value
- $7.53B
- +$92.3M (+1.2%) vs. Q1 2026
- New holders
- 47
- 164 more added
- Sold out
- 44
- 116 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Essential Properties Realty Trust, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evolution Advisers, Inc. | 17 | $0 | 0.00% | +17 | New |
| Godfrey Financial Associates, Inc. | 4 | $119 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $149 | 0.00% | +3+150.0% | Added |
| Silver Grove Financial Group, Inc. | 9 | $258 | 0.00% | +9 | New |
| Abound Wealth Management | 10 | $299 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 11 | $328 | 0.00% | +11 | New |
| UMA Financial Services, Inc. | 12 | $359 | 0.00% | −90−88.2% | Reduced |
| SHP Wealth Management | 15 | $448 | 0.00% | +15 | New |
| Cornerstone Financial Management LLC | 17 | $507 | 0.00% | +17 | New |
| Private Trust Co NA | 19 | $567 | 0.00% | −15−44.1% | Reduced |
| Cedar Mountain Advisors, LLC | 19 | $567 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 19 | $573 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 23 | $687 | 0.00% | −11−32.4% | Reduced |
| Prestige Wealth Management Group LLC | 23 | $694 | 0.00% | +16+228.6% | Added |
| Brown, Lisle/Cummings, Inc. | 24 | $716 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 24 | $716 | 0.00% | +7+41.2% | Added |
| Fulcrum Asset Management LLP | 30 | $916 | 0.00% | +30 | New |
| Ankerstar Wealth, LLC | 33 | $996 | 0.00% | +8+32.0% | Added |
| Essential Partners LLC | 34 | $1.01K | 0.00% | +2+6.3% | Added |
| Plante Moran Financial Advisors, LLC | 34 | $1.01K | 0.00% | +34 | New |
| JFS Wealth Advisors, LLC | 36 | $1.09K | 0.00% | +36 | New |
| NBC Securities, Inc. | 44 | $1.31K | 0.00% | −5−10.2% | Reduced |
| Sunrise Financial Services, LLC | 48 | $1.43K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 54 | $1.61K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 54 | $1.61K | 0.00% | +54 | New |
| Avion Wealth | 71 | $2.00K | 0.00% | +51+255.0% | Added |
| Ares Financial Consulting, LLC | 68 | $2.03K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 70 | $2.06K | 0.00% | +70 | New |
| CBIZ Investment Advisory Services, LLC | 70 | $2.15K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 79 | $2.36K | 0.00% | +79 | New |
| Danske Bank A/S | 100 | $2.98K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 103 | $3.08K | 0.00% | +103 | New |
| Farmers & Merchants Investments Inc | 106 | $3.16K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 118 | $3.52K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 125 | $3.73K | 0.00% | −748−85.7% | Reduced |
| Manning & Napier Advisors LLC | 123 | $3.75K | 0.00% | +4+3.4% | Added |
| Quarry LP | 126 | $3.76K | 0.00% | −64−33.7% | Reduced |
| Kilter Group LLC | 131 | $3.91K | 0.00% | −10−7.1% | Reduced |
| Brown Brothers Harriman & Co | 140 | $4.18K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 150 | $4.48K | 0.00% | −1−0.7% | Reduced |
| Cornerstone Planning Group LLC | 141 | $4.60K | 0.00% | +20+16.5% | Added |
| Continuum Advisory, LLC | 159 | $4.75K | 0.00% | +159 | New |
| Clearstead Advisors, LLC | 165 | $4.93K | 0.00% | +165 | New |
| Vermillion Wealth Management, Inc. | 181 | $5.40K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 197 | $5.88K | 0.00% | +131+198.5% | Added |
| Northwestern Mutual Wealth Management Co | 212 | $6.33K | 0.00% | −139−39.6% | Reduced |
| Harbour Investments, Inc. | 226 | $6.75K | 0.00% | +145+179.0% | Added |
| Keating Financial Advisory Services, Inc. | 253 | $7.55K | 0.00% | −114−31.1% | Reduced |
| Basecamp Wealth Advisors LLC | 254 | $7.58K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 259 | $7.73K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 261 | $7.79K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 292 | $8.72K | 0.00% | +292 | New |
| Rothschild Investment LLC | 294 | $8.78K | 0.00% | +94+47.0% | Added |
| Central Trust Co | 299 | $8.93K | 0.00% | +299 | New |
| SJS Investment Consulting Inc. | 323 | $9.64K | 0.00% | +323 | New |
| Accent Capital Management, LLC | 345 | $10.4K | 0.00% | +345 | New |
| LRI Investments, LLC | 362 | $10.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 381 | $11.4K | 0.00% | +45+13.4% | Added |
| Whittier Trust Co of Nevada Inc | 394 | $12.3K | 0.00% | −35−8.2% | Reduced |
| Wiser Advisor Group LLC | 475 | $14.2K | 0.02% | +4+0.8% | Added |
| Spire Wealth Management | 510 | $15.2K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 510 | $15.2K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 517 | $15.4K | 0.00% | +17+3.4% | Added |
| Bell Investment Advisors, Inc | 528 | $15.8K | 0.00% | +16+3.1% | Added |
| Richardson Financial Services Inc. | 638 | $19.0K | 0.01% | +61+10.6% | Added |
| Harbor Capital Advisors, Inc. | 725 | $22.0K | 0.00% | −79−9.8% | Reduced |
| TD Private Client Wealth LLC | 755 | $22.5K | 0.00% | +82+12.2% | Added |
| Los Angeles Capital Management LLC | 830 | $24.8K | 0.00% | −145−14.9% | Reduced |
| Massmutual Trust Co FSB | 908 | $27.1K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,023 | $31.0K | 0.00% | −68−6.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,105 | $33.0K | 0.00% | +1,105 | New |
| Umb Bank N A | 1,194 | $35.6K | 0.00% | +105+9.6% | Added |
| EverSource Wealth Advisors, LLC | 1,262 | $37.7K | 0.00% | −350−21.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,263 | $37.7K | 0.01% | +1,263 | New |
| Smartleaf Asset Management LLC | 1,319 | $40.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,372 | $41.0K | 0.00% | +1,372 | New |
| Assetmark, Inc | 1,384 | $41.3K | 0.00% | +45+3.4% | Added |
| Hantz Financial Services, Inc. | 1,422 | $42.0K | 0.00% | −8,054−85.0% | Reduced |
| Versant Capital Management, Inc | 1,408 | $42.0K | 0.00% | −21−1.5% | Reduced |
| Optiver Holding B.V. | 1,450 | $43.3K | 0.00% | +1,450 | New |
| Kemnay Advisory Services Inc. | 1,540 | $46.0K | 0.01% | −105−6.4% | Reduced |
| Stance Capital LLC | 1,649 | $49.2K | 0.01% | +1,649 | New |
| Salomon & Ludwin, LLC | 1,726 | $51.8K | 0.00% | −589−25.4% | Reduced |
| Heritage Wealth Advisors | 1,750 | $52.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,883 | $56.2K | 0.00% | −244−11.5% | Reduced |
| Rockefeller Capital Management L.P. | 2,143 | $64.0K | 0.00% | −356−14.2% | Reduced |
| SRS Capital Advisors, Inc. | 2,169 | $64.7K | 0.00% | +2,169 | New |
| Parkside Financial Bank & Trust | 2,740 | $81.8K | 0.01% | +478+21.1% | Added |
| GF Fund Management Co. Ltd. | 2,835 | $84.6K | 0.00% | −161−5.4% | Reduced |
| Nykredit A/S | 2,949 | $88.0K | 0.00% | +2,949 | New |
| McGuire Capital Advisors Inc | 3,050 | $91.0K | 0.05% | −295−8.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,597 | $107.4K | 0.01% | +226+6.7% | Added |
| Horizon Investments, LLC | 3,772 | $112.6K | 0.00% | +589+18.5% | Added |
| Covestor Ltd | 3,890 | $116.0K | 0.07% | −213−5.2% | Reduced |
| Spirit of America Management Corp | 4,000 | $119.4K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,264 | $127.3K | 0.00% | −1,000−19.0% | Reduced |
| Atlantic Union Bankshares Corp | 4,591 | $137.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 5,351 | $159.7K | 0.00% | +818+18.0% | Added |
| US Bancorp | 5,480 | $163.6K | 0.00% | −732−11.8% | Reduced |
| KBC Group NV | 5,812 | $173.0K | 0.00% | 00.0% | Unchanged |