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 |
|---|---|---|---|---|---|
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −10,080−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −9,815−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −8,560−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −7,640−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −6,880−100.0% | Sold out |
| Abel Hall, LLC | 0 | $0 | 0.00% | −6,662−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −6,621−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −5,455−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −2,136−100.0% | Sold out |
| Smithfield Trust Co | 0 | $0 | 0.00% | −1,032−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −644−100.0% | Sold out |
| Innovative Asset Advisors Group, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −341−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −271−100.0% | Sold out |
| Triumph Capital Management | 0 | $0 | 0.00% | −237−100.0% | Sold out |
| Key Financial Inc | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Webster Bank, N. A. | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Albion Financial Group | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Rialto Wealth Management, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |