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

Institutions by Trading Activity

Ownership Statistics

192,252,000Shares Outstanding

455,416Shares held by institutions

$14,459,458Value of institutional holdings

27.86%Institutional ownership %

19.65%Shares Changed QoQ

97No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 97 institutional investors hold a position in Essential Properties Realty Trust, Inc. (NYSE:EPRT).

Essential Properties Realty Trust saw its institutional ownership percentage fell to 27.9% in December 2025 from 111.0% in September 2025.
Quarterly data indicates a 19.65% shift in institutional share volume, and the annual owner count reflects a decrease of 70.52%.
During the quarter, 50 institutions bought more Essential Properties Realty Trust shares, 26 sold shares, and 21 of the 97 total investors held their position steady.
This class of investors increased its holdings in Essential Properties Realty Trust to 53.57Mn shares for the 13F-cycle ending December 2025, up by 8.80Mn shares quarter on quarter, and down 145.14Mn shares year over year.
With 29.59Mn shares, VANGUARD GROUP INC commands the largest institutional position in Essential Properties Realty Trust as of December 31, 2025, equating to 15.39% of the company.
Among the most significant buyers of Essential Properties Realty Trust during December 2025 were NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (6.74Mn), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (1.43Mn), DUFF & PHELPS INVESTMENT MANAGEMENT CO (490.60K), STRS OHIO (157.60K), Universal- Beteiligungs- und Servicegesellschaft mbH (126.37K).
Leading sellers of Essential Properties Realty Trust stock in December 2025 included UBS Group AG (120.80K), THRIVENT FINANCIAL FOR LUTHERANS (112.40K), VANGUARD GROUP INC (56.69K), TEACHER RETIREMENT SYSTEM OF TEXAS (26.49K), Asset Management One Co., Ltd. (24.29K).
The top 10 institutional holders of Essential Properties Realty Trust for the quarter ending December 2025 included VANGUARD GROUP INC (29.59Mn), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (6.74Mn), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (3.80Mn), DUFF & PHELPS INVESTMENT MANAGEMENT CO (3.42Mn), PRINCIPAL FINANCIAL GROUP INC (2.67Mn), THRIVENT FINANCIAL FOR LUTHERANS (1.01Mn), Universal- Beteiligungs- und Servicegesellschaft mbH (975.36K), STRS OHIO (719.60K), UBS Group AG (406.35K), Asset Management One Co., Ltd. (386.74K).

342 Institutional Holders

455,416 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	30 Sep, 2025	37,484,100	949,574	2.60%	$1,115,526,812.00
VANGUARD GROUP INC	30 Sep, 2025	29,643,876	-115,184	-0.39%	$882,201,749.00
STATE STREET CORP	30 Sep, 2025	11,195,711	63,840	0.57%	$336,483,307.00
COHEN & STEERS, INC.	30 Sep, 2025	8,795,925	150,862	1.75%	$261,767.00
WELLINGTON MANAGEMENT GROUP LLP	30 Sep, 2025	7,423,206	-650,871	-8.06%	$220,914,611.00
Invesco Ltd.	30 Sep, 2025	6,238,656	-1,100,153	-14.99%	$185,662,394.00
GEODE CAPITAL MANAGEMENT, LLC	30 Sep, 2025	5,214,544	59,459	1.15%	$155,205,142.00
MORGAN STANLEY	30 Sep, 2025	4,877,939	175,137	3.72%	$145,167,514.00
FMR LLC	30 Sep, 2025	4,245,955	-16,909	-0.40%	$126,359,634.00
BALYASNY ASSET MANAGEMENT L.P.	30 Sep, 2025	3,970,789	2,626,478	195.38%	$118,170,681.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	30 Sep, 2025	3,317,582	32,870	1.00%	$98,731,240.00
DEUTSCHE BANK AG\	30 Sep, 2025	3,243,087	-2,412,972	-42.66%	$96,514,269.00
DIMENSIONAL FUND ADVISORS LP	30 Sep, 2025	2,940,571	98,463	3.46%	$87,510,315.00
DUFF & PHELPS INVESTMENT MANAGEMENT CO	30 Sep, 2025	2,934,243	542,275	22.67%	$87,323,072.00
CITADEL ADVISORS LLC	30 Sep, 2025	2,891,537	2,891,537	0.00%	$86,052,141.00
PGGM Investments	30 Sep, 2025	2,740,968	0	0.00%	$81,571.00
PRINCIPAL FINANCIAL GROUP INC	30 Sep, 2025	2,692,858	-268,686	-9.07%	$80,139,686.00
NORTHERN TRUST CORP	30 Sep, 2025	2,587,003	-42,131	-1.60%	$76,989,210.00
Alyeska Investment Group, L.P.	30 Sep, 2025	2,419,123	-991,945	-29.08%	$71,993,100.00
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	30 Sep, 2025	2,378,414	115,567	5.11%	$70,781,601.00

1 - 20 of 342

Research Tools

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

Institutions by Trading Activity

Ownership Statistics

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

342 Institutional Holders

Create an account

Sign In

Reset Password

Get Pro for 60% off