Essential Properties Realty Trust, Inc. (EPRT) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

424,296Shares held by institutions

$13,057,709Value of institutional holdings

107.13%Institutional ownership %

1.17%Shares Changed QoQ

349No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Essential Properties Realty Trust, Inc. (NYSE:EPRT) showed up in the 13F filings of 345 institutional investors as of December 2025.

These investors held 120.2% of outstanding shares in December 2025, up from 109.4% in September 2025.
They increased total shares held in Essential Properties Realty Trust by 10.87% from last quarter, and the number of investors in EPRT increased 4.86% annually.
Among the 345 funds, 185 bought more Essential Properties Realty Trust shares, 122 sold down, and 38 held their ground.
Altogether, these fund groups held 237.98Mn shares in EPRT by December 2025, up by 23.34Mn shares quarter on quarter, and up 24.59Mn shares year over year.
BlackRock, Inc. is the top holder of Essential Properties Realty Trust as of December 31, 2025, with 37.16Mn shares representing 18.76% of outstanding stock.
The largest buyers of Essential Properties Realty Trust for the quarter ending December 2025 were Cohen & Steers, Inc. (9.82Mn), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (6.74Mn), Daiwa Securities Group Inc. (3.91Mn), Prudential Financial Inc (2.59Mn), NORGES BANK (2.31Mn).
Leading sellers of Essential Properties Realty Trust shares for the quarter ending December 2025 were CITADEL ADVISORS LLC (2.88Mn), Jpmorgan Chase & Co (2.66Mn), MACQUARIE GROUP LTD (1.94Mn), TUDOR INVESTMENT CORP ET AL (1.77Mn), BALYASNY ASSET MANAGEMENT L.P. (1.27Mn).
Per Business Quant, the top 10 investors in EPRT for the quarter ending December 2025 include BlackRock, Inc. (37.16Mn), VANGUARD GROUP INC (29.59Mn), Cohen & Steers, Inc. (18.61Mn), State Street Corp (11.15Mn), WELLINGTON MANAGEMENT GROUP LLP (7.84Mn), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (6.74Mn), Invesco Ltd. (5.85Mn), GEODE CAPITAL MANAGEMENT, LLC (5.24Mn), Morgan Stanley (5.12Mn), FMR LLC (4.29Mn).

345 Institutional Holders

424,296 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	-325,568	-0.87%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	-56,694	-0.19%	$0.00
T. Rowe Price Investment Management, Inc.	31 Dec, 2025	-262,816	-13.57%	$0.00
Barclays Plc	31 Dec, 2025	750,289	29.89%	$0.00
Cohen & Steers, Inc.	31 Dec, 2025	9,816,042	111.60%	$0.00
Nuveen, LLC	31 Dec, 2025	-258,350	-14.08%	$0.00
HSBC HOLDINGS PLC	31 Dec, 2025	782,263	89.21%	$0.00
State Street Corp	31 Dec, 2025	-43,459	-0.39%	$0.00
Russell Investments Group, Ltd.	31 Dec, 2025	214,848	16.81%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	423	49.47%	$0.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	421,364	5.68%	$0.00
Holocene Advisors, LP	31 Dec, 2025	1,362,280	0.00%	$0.00
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	31 Dec, 2025	6,737,303	1,930,459.31%	$0.00
Schonfeld Strategic Advisors LLC	31 Dec, 2025	1,250,185	12,043.01%	$0.00
Invesco Ltd.	31 Dec, 2025	-384,107	-6.16%	$0.00
Qube Research & Technologies Ltd	31 Dec, 2025	464,491	77.67%	$0.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	25,857	0.50%	$0.00
Universal- Beteiligungs- und Servicegesellschaft mbH	31 Dec, 2025	126,372	14.89%	$0.00
Morgan Stanley	31 Dec, 2025	243,576	4.99%	$0.00
Gillson Capital LP	31 Dec, 2025	906,694	0.00%	$0.00

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