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 |
|---|---|---|---|---|---|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
432
shares
|
$13,331
0.01% of portfolio
|
Q3 2025
Reduced 68.94%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
376
shares
|
$11,603
0.0% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
374
shares
|
$11,541
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
352
shares
|
$10,862
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
349
shares
|
$10,770
0.0% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
284
shares
|
$8,764
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
261
shares
|
$8,054
0.0% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
259
shares
|
$7,992
0.0% of portfolio
|
Q2 2024
Reduced 20.55%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
243
shares
|
$7,498
0.0% of portfolio
|
Q3 2025
Reduced 7.6%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
208
shares
|
$6,418
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
196
shares
|
$6,048
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
181
shares
|
$5,585
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
180
shares
|
$5,554
0.0% of portfolio
|
Q3 2025
Reduced 56.1%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
156
shares
|
$4,814
0.0% of portfolio
|
Q3 2025
Reduced 20.41%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
152
shares
|
$4,690
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
146
shares
|
$4,505
0.0% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
135
shares
|
$4,166
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
106
shares
|
$3,271
0.0% of portfolio
|
Q1 2023
Added 6.0%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
86
shares
|
$2,653
0.0% of portfolio
|
Q3 2025
Reduced 95.82%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
79
shares
|
$2,437
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
75
shares
|
$2,314
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
70
shares
|
$2,160
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
56
shares
|
$1,728
0.0% of portfolio
|
Q3 2025
Reduced 21.13%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
54
shares
|
$1,666
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
52
shares
|
$1,604
0.0% of portfolio
|
Q3 2025
Added 1.96%
|
|