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 369 institutions that hold shares in the stock, with a total of 206 Million shares, which have been reported (via 13F filing form) to have a value of $6.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,474
shares
|
$230,647
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
7,395
shares
|
$228,209
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
7,239
shares
|
$223,395
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cullen Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
7,120
shares
|
$219,723
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
M&G PLC
London, X0 |
Nov 07, 2025 Q3 2025 |
6,776
shares
|
$209,107
0.0% of portfolio
|
Q3 2025
Added 8.21%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
6,738
shares
|
$207,934
0.09% of portfolio
|
Q2 2022
Reduced 2.7%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
5,908
shares
|
$182,320
0.01% of portfolio
|
Q3 2025
Reduced 67.52%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
5,812
shares
|
$179,358
0.0% of portfolio
|
Q2 2025
Reduced 28.11%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 13, 2025 Q3 2025 |
5,746
shares
|
$177,321
0.05% of portfolio
|
Q3 2025
Added 8.35%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
5,354
shares
|
$165,224
0.0% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
4,912
shares
|
$151,584
0.0% of portfolio
|
Q3 2025
Reduced 10.46%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
4,648
shares
|
$143,437
0.08% of portfolio
|
Q3 2025
Reduced 21.9%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
4,591
shares
|
$141,678
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
4,539
shares
|
$140,073
0.01% of portfolio
|
Q3 2025
Reduced 9.27%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
3,960
shares
|
$122,205
0.03% of portfolio
|
Q3 2025
Added 8.49%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
3,861
shares
|
$119,150
0.0% of portfolio
|
Q3 2025
Added 27.81%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
3,674
shares
|
$113,379
0.0% of portfolio
|
Q3 2025
Reduced 7.71%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Nov 06, 2025 Q3 2025 |
3,264
shares
|
$100,727
0.0% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
3,054
shares
|
$94,246
0.0% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
2,861
shares
|
$88,290
0.01% of portfolio
|
Q3 2025
Added 24.83%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
2,267
shares
|
$69,959
0.02% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,162
shares
|
$66,719
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
2,066
shares
|
$63,756
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
1,867
shares
|
$57,615
0.01% of portfolio
|
Q3 2025
Added 54.17%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,598
shares
|
$49,314
0.0% of portfolio
|
Q3 2025
Reduced 23.21%
|
|