Institutional Ownership Essential Properties Realty Trust, Inc. (EPRT)
This table provides information about the institutional ownership of Essential Properties Realty Trust, Inc. (EPRT). We have compiled data on the 337 institutions that hold shares in the stock, with a total of 191 Million shares, which have been reported (via 13F filing form) to have a value of $6.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
11,402
shares
|
$353,918
0.01% of portfolio
|
Q3 2024
Reduced 41.3%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
11,346
shares
|
$352,179
0.01% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
11,137
shares
|
$345,692
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
10,729
shares
|
$333,028
0.0% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Oct 28, 2024 Q3 2024 |
10,560
shares
|
$327,782
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
10,550
shares
|
$327,472
0.0% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
10,453
shares
|
$324,461
0.01% of portfolio
|
Q3 2024
Reduced 16.13%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
10,399
shares
|
$322,784
0.01% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
10,086
shares
|
$313,069
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 04, 2024 Q3 2024 |
10,000
shares
|
$310,400
0.04% of portfolio
|
Q3 2019
New holding
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
9,745
shares
|
$302,484
0.16% of portfolio
|
Q3 2024
Added 22.21%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
9,488
shares
|
$294,507
0.0% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 08, 2024 Q3 2024 |
9,393
shares
|
$291,558
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
9,111
shares
|
$282,805
0.01% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
9,057
shares
|
$281,129
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
Nov 14, 2024 Q3 2024 |
8,839
shares
|
$274,362
0.15% of portfolio
|
Q3 2024
Added 15.53%
|
|
|
Renaissance Group LLC
Covington, KY |
Nov 12, 2024 Q3 2024 |
8,783
shares
|
$272,624
0.01% of portfolio
|
Q3 2024
Reduced 11.19%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
8,775
shares
|
$272,376
0.18% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
8,518
shares
|
$264,398
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
8,343
shares
|
$258,966
0.02% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
8,215
shares
|
$254,993
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
7,939
shares
|
$246,426
0.01% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
7,918
shares
|
$245,774
0.17% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
7,790
shares
|
$241,801
0.02% of portfolio
|
Q4 2024
Reduced 59.8%
|
|
|
Kbc Group Nv
|
Jan 22, 2025 Q4 2024 |
7,750
shares
|
$240,560
0.0% of portfolio
|
Q4 2024
Added 61.12%
|