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

Institutions by Trading Activity

Ownership Statistics

200,208,824Shares Outstanding

4,695,164Shares held by institutions

$153,484,911Value of institutional holdings

111.06%Institutional ownership %

10.14%Shares Changed QoQ

330No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Essential Properties Realty Trust, Inc. (NYSE:EPRT) is held by 330 institutional firms.

Institutional ownership in Essential Properties Realty Trust edged up to 111.1% in December 2025, compared to 111.0% in September 2025.
Quarterly data indicates a 10.14% shift in institutional share volume, and the annual owner count reflects an increase of 0.30%.
Of these 330 institutional investors, 178 increased their holdings in Essential Properties Realty Trust, while 115 of them reduced positions, and 37 investors maintained their exposure.
Collectively, institutional investors increased their stake in Essential Properties Realty Trust to 222.35Mn shares as of December 2025, a change that is up by 20.47Mn shares quarter on quarter and up 23.64Mn shares year over year.
The top institutional stake in Essential Properties Realty Trust as of December 31, 2025 belongs to BlackRock, Inc., which owns 37.16Mn shares, or 18.56% of the company.
Among the most significant buyers of Essential Properties Realty Trust during December 2025 were COHEN & STEERS, INC. (9.82Mn), Daiwa Securities Group Inc. (3.91Mn), PRUDENTIAL FINANCIAL INC (2.59Mn), NORGES BANK (2.31Mn), NOMURA ASSET MANAGEMENT INTERNATIONAL INC. (1.73Mn).
Leading sellers of Essential Properties Realty Trust stock in December 2025 included CITADEL ADVISORS LLC (2.88Mn), MACQUARIE GROUP LTD (1.94Mn), T. Rowe Price Investment Management, Inc. (1.45Mn), BALYASNY ASSET MANAGEMENT L.P. (1.27Mn), MILLENNIUM MANAGEMENT LLC (864.29K).
The top 10 institutional holders of Essential Properties Realty Trust for the quarter ending December 2025 included 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), GEODE CAPITAL MANAGEMENT, LLC (5.24Mn), MORGAN STANLEY (5.12Mn), FMR LLC (4.29Mn), Daiwa Securities Group Inc. (4.00Mn), PRUDENTIAL FINANCIAL INC (3.81Mn).

330 Institutional Holders

4,695,164 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	37,158,532	-325,568	-0.87%	$1,102,122,057.00
VANGUARD GROUP INC	31 Dec, 2025	29,587,182	-56,694	-0.19%	$877,555,818.00
COHEN & STEERS, INC.	31 Dec, 2025	18,611,967	9,816,042	111.60%	$552,031.00
STATE STREET CORP	31 Dec, 2025	11,152,252	-43,459	-0.39%	$334,169,956.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	7,844,570	421,364	5.68%	$232,669,946.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	5,240,401	25,857	0.50%	$155,452,166.00
MORGAN STANLEY	31 Dec, 2025	5,121,515	243,576	4.99%	$151,904,224.00
FMR LLC	31 Dec, 2025	4,291,473	45,518	1.07%	$127,285,093.00
Daiwa Securities Group Inc.	31 Dec, 2025	3,997,593	3,913,986	4,681.41%	$118,569.00
PRUDENTIAL FINANCIAL INC	31 Dec, 2025	3,809,872	2,592,374	212.93%	$113,000,803.00
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	31 Dec, 2025	3,803,496	1,425,082	59.92%	$112,811,692.00
DEUTSCHE BANK AG\	31 Dec, 2025	3,639,491	396,404	12.22%	$107,947,303.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	3,445,867	128,285	3.87%	$102,204,415.00
DUFF & PHELPS INVESTMENT MANAGEMENT CO	31 Dec, 2025	3,424,842	490,599	16.72%	$101,580,814.00
Alyeska Investment Group, L.P.	31 Dec, 2025	3,332,756	913,633	37.77%	$98,849,543.00
BARCLAYS PLC	31 Dec, 2025	3,260,415	1,048,278	47.39%	$96,703,910.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	2,916,824	-23,747	-0.81%	$86,515,873.00
PGGM Investments	31 Dec, 2025	2,740,968	0	0.00%	$81,297.00
BALYASNY ASSET MANAGEMENT L.P.	31 Dec, 2025	2,704,196	-1,266,593	-31.90%	$80,206,453.00
PRINCIPAL FINANCIAL GROUP INC	31 Dec, 2025	2,668,587	-24,271	-0.90%	$79,151,566.00

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