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 |
|---|---|---|---|---|---|
| Optiver Holding B.V. | 1,450 | $43.3K | 0.00% | +1,450 | New |
| Versant Capital Management, Inc | 1,408 | $42.0K | 0.00% | −21−1.5% | Reduced |
| Hantz Financial Services, Inc. | 1,422 | $42.0K | 0.00% | −8,054−85.0% | Reduced |
| Assetmark, Inc | 1,384 | $41.3K | 0.00% | +45+3.4% | Added |
| Global Retirement Partners, LLC | 1,372 | $41.0K | 0.00% | +1,372 | New |
| Smartleaf Asset Management LLC | 1,319 | $40.3K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,263 | $37.7K | 0.01% | +1,263 | New |
| EverSource Wealth Advisors, LLC | 1,262 | $37.7K | 0.00% | −350−21.7% | Reduced |
| Umb Bank N A | 1,194 | $35.6K | 0.00% | +105+9.6% | Added |
| Caitong International Asset Management Co., Ltd | 1,105 | $33.0K | 0.00% | +1,105 | New |
| Bessemer Group Inc | 1,023 | $31.0K | 0.00% | −68−6.2% | Reduced |
| Massmutual Trust Co FSB | 908 | $27.1K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 830 | $24.8K | 0.00% | −145−14.9% | Reduced |
| TD Private Client Wealth LLC | 755 | $22.5K | 0.00% | +82+12.2% | Added |
| Harbor Capital Advisors, Inc. | 725 | $22.0K | 0.00% | −79−9.8% | Reduced |
| Richardson Financial Services Inc. | 638 | $19.0K | 0.01% | +61+10.6% | Added |
| Bell Investment Advisors, Inc | 528 | $15.8K | 0.00% | +16+3.1% | Added |
| North Star Investment Management Corp. | 517 | $15.4K | 0.00% | +17+3.4% | Added |
| Spire Wealth Management | 510 | $15.2K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 510 | $15.2K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 475 | $14.2K | 0.02% | +4+0.8% | Added |
| Whittier Trust Co of Nevada Inc | 394 | $12.3K | 0.00% | −35−8.2% | Reduced |
| Parallel Advisors, LLC | 381 | $11.4K | 0.00% | +45+13.4% | Added |
| LRI Investments, LLC | 362 | $10.8K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 345 | $10.4K | 0.00% | +345 | New |
| SJS Investment Consulting Inc. | 323 | $9.64K | 0.00% | +323 | New |
| Central Trust Co | 299 | $8.93K | 0.00% | +299 | New |
| Rothschild Investment LLC | 294 | $8.78K | 0.00% | +94+47.0% | Added |
| Trust Co of Toledo NA | 292 | $8.72K | 0.00% | +292 | New |
| Larson Financial Group LLC | 261 | $7.79K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 259 | $7.73K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 254 | $7.58K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 253 | $7.55K | 0.00% | −114−31.1% | Reduced |
| Harbour Investments, Inc. | 226 | $6.75K | 0.00% | +145+179.0% | Added |
| Northwestern Mutual Wealth Management Co | 212 | $6.33K | 0.00% | −139−39.6% | Reduced |
| Zions Bancorporation, National Association | 197 | $5.88K | 0.00% | +131+198.5% | Added |
| Vermillion Wealth Management, Inc. | 181 | $5.40K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 165 | $4.93K | 0.00% | +165 | New |
| Continuum Advisory, LLC | 159 | $4.75K | 0.00% | +159 | New |
| Cornerstone Planning Group LLC | 141 | $4.60K | 0.00% | +20+16.5% | Added |
| High Note Wealth, LLC | 150 | $4.48K | 0.00% | −1−0.7% | Reduced |
| Brown Brothers Harriman & Co | 140 | $4.18K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 131 | $3.91K | 0.00% | −10−7.1% | Reduced |
| Quarry LP | 126 | $3.76K | 0.00% | −64−33.7% | Reduced |
| Manning & Napier Advisors LLC | 123 | $3.75K | 0.00% | +4+3.4% | Added |
| First Horizon Corp | 125 | $3.73K | 0.00% | −748−85.7% | Reduced |
| Rossby Financial, LCC | 118 | $3.52K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 106 | $3.16K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 103 | $3.08K | 0.00% | +103 | New |
| Danske Bank A/S | 100 | $2.98K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 79 | $2.36K | 0.00% | +79 | New |
| CBIZ Investment Advisory Services, LLC | 70 | $2.15K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 70 | $2.06K | 0.00% | +70 | New |
| Ares Financial Consulting, LLC | 68 | $2.03K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 71 | $2.00K | 0.00% | +51+255.0% | Added |
| JPL Wealth Management, LLC | 54 | $1.61K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 54 | $1.61K | 0.00% | +54 | New |
| Sunrise Financial Services, LLC | 48 | $1.43K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 44 | $1.31K | 0.00% | −5−10.2% | Reduced |
| JFS Wealth Advisors, LLC | 36 | $1.09K | 0.00% | +36 | New |
| Essential Partners LLC | 34 | $1.01K | 0.00% | +2+6.3% | Added |
| Plante Moran Financial Advisors, LLC | 34 | $1.01K | 0.00% | +34 | New |
| Ankerstar Wealth, LLC | 33 | $996 | 0.00% | +8+32.0% | Added |
| Fulcrum Asset Management LLP | 30 | $916 | 0.00% | +30 | New |
| Brown, Lisle/Cummings, Inc. | 24 | $716 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 24 | $716 | 0.00% | +7+41.2% | Added |
| Prestige Wealth Management Group LLC | 23 | $694 | 0.00% | +16+228.6% | Added |
| Gilpin Wealth Management, LLC | 23 | $687 | 0.00% | −11−32.4% | Reduced |
| Silicon Valley Capital Partners | 19 | $573 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 19 | $567 | 0.00% | −15−44.1% | Reduced |
| Cedar Mountain Advisors, LLC | 19 | $567 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 17 | $507 | 0.00% | +17 | New |
| SHP Wealth Management | 15 | $448 | 0.00% | +15 | New |
| UMA Financial Services, Inc. | 12 | $359 | 0.00% | −90−88.2% | Reduced |
| Davis Capital Management | 11 | $328 | 0.00% | +11 | New |
| Abound Wealth Management | 10 | $299 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 9 | $258 | 0.00% | +9 | New |
| Hughes Financial Services, LLC | 5 | $149 | 0.00% | +3+150.0% | Added |
| Godfrey Financial Associates, Inc. | 4 | $119 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 17 | $0 | 0.00% | +17 | New |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −669,637−100.0% | Sold out |
| Bamco Inc | 0 | $0 | 0.00% | −434,808−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −329,903−100.0% | Sold out |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −76,280−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −42,135−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −28,686−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −27,004−100.0% | Sold out |
| Selective Wealth Management, Inc. | 0 | $0 | 0.00% | −21,709−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −20,469−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −19,564−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −18,380−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −17,913−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −16,430−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −13,865−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −12,869−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −12,001−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −10,265−100.0% | Sold out |