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 |
|---|---|---|---|---|---|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
1,550
shares
|
$47,833
0.0% of portfolio
|
Q1 2024
Added 29.17%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
1,538
shares
|
$47,462
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,498
shares
|
$46,228
0.0% of portfolio
|
Q3 2025
Added 8.16%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,344
shares
|
$41,475
0.0% of portfolio
|
Q3 2025
Added 18.73%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
1,030
shares
|
$31,785
0.01% of portfolio
|
Q3 2025
Reduced 71.28%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
947
shares
|
$29,224
0.0% of portfolio
|
Q3 2025
Reduced 9.98%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
880
shares
|
$27,156
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
867
shares
|
$26,755
0.0% of portfolio
|
Q1 2025
Reduced 9.97%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
864
shares
|
$26,663
0.0% of portfolio
|
Q3 2025
Reduced 8.67%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
855
shares
|
$26,385
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
852
shares
|
$26,292
0.0% of portfolio
|
Q3 2025
Added 29.48%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
837
shares
|
$25,829
0.0% of portfolio
|
Q3 2025
Reduced 9.32%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
814
shares
|
$25,120
0.0% of portfolio
|
Q3 2025
Added 1303.45%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
808
shares
|
$24,934
0.0% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
776
shares
|
$23,947
0.0% of portfolio
|
Q2 2024
Added 52.16%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
768
shares
|
$23,700
0.0% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
617
shares
|
$19,040
0.0% of portfolio
|
Q3 2025
Reduced 8.18%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
589
shares
|
$18,176
0.0% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
516
shares
|
$15,923
0.0% of portfolio
|
Q3 2025
Added 210.84%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
509
shares
|
$15,707
0.0% of portfolio
|
Q2 2025
Added 2578.95%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
500
shares
|
$15,430
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
494
shares
|
$15,244
0.0% of portfolio
|
Q3 2025
Reduced 20.32%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
461
shares
|
$14,226
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
458
shares
|
$14,133
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
440
shares
|
$13,578
0.0% of portfolio
|
Q3 2025
Reduced 31.99%
|
|