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 |
|---|---|---|---|---|---|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
351,305
shares
|
$10.8 Million
0.31% of portfolio
|
Q3 2025
Added 71.1%
|
|
|
Hill Winds Capital LP
|
Feb 03, 2023 Q4 2022 |
350,000
shares
|
$10.8 Million
4.3% of portfolio
|
Q4 2022
Added 22.81%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
342,416
shares
|
$10.6 Million
0.42% of portfolio
|
Q3 2025
Added 194.06%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Nov 14, 2025 Q3 2025 |
337,230
shares
|
$10.4 Million
0.01% of portfolio
|
Q3 2025
Added 7.29%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
332,420
shares
|
$10.3 Million
0.08% of portfolio
|
Q3 2025
Added 15.17%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
297,590
shares
|
$9.18 Million
0.06% of portfolio
|
Q3 2024
Reduced 17.42%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
295,356
shares
|
$9.11 Million
0.02% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
286,435
shares
|
$8.84 Million
0.0% of portfolio
|
Q3 2025
Added 15.13%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 14, 2025 Q3 2025 |
285,453
shares
|
$8.81 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Deka Bank Deutsche Girozentrale
|
Nov 03, 2025 Q3 2025 |
265,786
shares
|
$8.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
New York State Teachers Retirement System
|
Oct 24, 2025 Q3 2025 |
240,579
shares
|
$7.42 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
B&I Capital Ag
|
Nov 04, 2025 Q3 2025 |
226,784
shares
|
$7 Million
2.35% of portfolio
|
Q3 2025
Added 11.14%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Oct 27, 2025 Q3 2025 |
218,217
shares
|
$6.73 Million
0.0% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
215,056
shares
|
$6.64 Million
0.01% of portfolio
|
Q1 2024
Added 3.27%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
210,428
shares
|
$6.49 Million
0.43% of portfolio
|
Q3 2025
Reduced 11.8%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
209,003
shares
|
$6.45 Million
0.04% of portfolio
|
Q3 2025
Added 12.86%
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 23, 2025 Q3 2025 |
196,004
shares
|
$6.05 Million
0.06% of portfolio
|
Q3 2025
Reduced 8.3%
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
193,995
shares
|
$5.99 Million
0.09% of portfolio
|
Q3 2025
Reduced 22.16%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 04, 2025 Q3 2025 |
190,713
shares
|
$5.89 Million
0.01% of portfolio
|
Q3 2025
Reduced 26.47%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2025 Q3 2025 |
188,899
shares
|
$5.83 Million
0.01% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
178,652
shares
|
$5.51 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.47%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
178,228
shares
|
$5.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 39.9%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
178,200
shares
|
$5.5 Million
0.01% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Caxton Associates LLP
London, |
Nov 17, 2025 Q3 2025 |
175,851
shares
|
$5.43 Million
0.13% of portfolio
|
Q3 2025
Added 1156.44%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
174,964
shares
|
$5.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 46.85%
|
|