Essential Properties Realty Trust EPRT Institutional Ownership

NYSE EPRT
$24.88 -0.88 (-3.41%)
As of: Oct 21, 2026 · 3:59 PM EDT

Institutions by Trading Activity

377 Institutions
Increased 211 56.0%
Unchanged 53 14.1%
Reduced 113 30.0%

Ownership Statistics

13F · as of 30 Jun, 2026
Institutional Ownership
—
13F totals exceed reported shares outstanding
Shares Held by Institutions
251.90Mn
of 216.27Mn outstanding
▲+19.07% QoQ
Shares Outstanding
216.27Mn
Institutional Investors
377
filed 13F for Jun 2026
▲+6 vs prior quarter
Net Shares Added (QoQ)
+40.35Mn
accumulated since last quarter
Value of Holdings
$6.49Bn
reported market value

Shares Owned by Institutions

Shares held % of outstanding
Latest —
Average ownership —
Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed
Latest quarter —
Net over range —
Accumulating quarters —

Ownership Summary

Essential Properties Realty Trust, Inc. (NYSE:EPRT) appeared in the 13F filings of 377 institutional investors for the quarter ended June 30, 2026.

Form 13F Holdings

377 Institutional Holders

Report period 30 Jun, 2026
Total shares held 251.90Mn
Of outstanding —
Download Data
# Institution CIK Shares Held % of Outstanding Change (QoQ) Change (%) Value (USD)
1 BlackRock, Inc. 0002012383 39,636,617 18.33% ▲2,370,798 +6.36% $1.18Bn
2 Cohen & Steers, Inc. 0001284812 38,828,414 17.95% ▲9,221,057 +31.14% $1.16Mn
3 VANGUARD PORTFOLIO MANAGEMENT LLC 0002100121 21,247,170 9.82% ▲21,247,170 0.00% $634.23Mn
4 State Street Corp 0000093751 12,083,687 5.59% ▲616,120 +5.37% $364.51Mn
5 VANGUARD CAPITAL MANAGEMENT LLC 0002100119 9,730,422 4.50% ▲9,730,422 0.00% $290.45Mn
6 GEODE CAPITAL MANAGEMENT, LLC 0001214717 6,240,518 2.89% ▲673,121 +12.09% $186.31Mn
7 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0000912938 5,430,505 2.51% ▲433,831 +8.68% $166.71Mn
8 Invesco Ltd. 0000914208 5,351,515 2.47% ▼322,599 -5.69% $159.74Mn
9 WELLINGTON MANAGEMENT GROUP LLP 0000902219 5,335,415 2.47% ▼2,952,976 -35.63% $159.26Mn
10 Daiwa Securities Group Inc. 0001481045 5,189,719 2.40% ▼93,389 -1.77% $154.91Mn
11 TWO SIGMA INVESTMENTS, LP 0001179392 4,822,946 2.23% ▼363,042 -7.00% $143.96Mn
12 Morgan Stanley 0000895421 4,535,556 2.10% ▼41,846 -0.91% $135.39Mn
13 Prudential Financial Inc 0001137774 4,474,195 2.07% ▼71,925 -1.58% $133.55Mn
14 DUFF & PHELPS INVESTMENT MANAGEMENT CO 0000765443 4,037,057 1.87% ▲605,615 +17.65% $120.51Mn
15 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0000884546 4,024,527 1.86% ▲307,893 +8.28% $120.13Mn
16 FMR LLC 0000315066 3,877,691 1.79% ▼423,493 -9.85% $115.75Mn
17 NORGES BANK 0001374170 3,223,066 1.49% ▲3,223,066 0.00% $96.21Mn
18 DIMENSIONAL FUND ADVISORS LP 0000354204 3,168,022 1.46% ▲67,002 +2.16% $94.57Mn
19 Alyeska Investment Group, L.P. 0001453072 2,978,241 1.38% ▼485,412 -14.01% $88.90Mn
20 CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 0001033984 2,842,370 1.31% ▲2,842,370 0.00% $84.84Mn