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EPRT

Essential Properties Realty Trust, Inc.
$31.20 -0.18 (-0.57%) At close · Jul 14
Market Cap
$6.75B
Shares
216,245,955

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 381
Total Value: $7,425,469,403
Total Shares: 244,585,509
Showing 1–100 of 383 holdings by value · page 1 of 4

Institutional Ownership Trend

26 quarters

Superinvestors Holding EPRT

All superinvestors →
Joel Greenblatt $311,645

Holder Concentration

Across 379 13F filers
Top Holder
15.2%
Jun 2023 → Mar 2026 · range 15.2% – 18.0%
of institutional value
Top 5
44.0%
Jun 2023 → Mar 2026 · range 42.2% – 49.4%
of institutional value
Top 10
56.3%
Jun 2023 → Mar 2026 · range 54.9% – 62.3%
of institutional value
HHI
550
Jun 2023 → Mar 2026 · range 550 – 728
Broadly held
Showing 100 of 383
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $1,131,390,256 15.24% 37,265,819
Large COHEN & STEERS, INC. $898,879,358 12.11% 29,607,357
Large VANGUARD PORTFOLIO MANAGEMENT LLC $602,337,299 8.11% 19,839,832
Mega STATE STREET CORP $348,155,334 4.69% 11,467,567
Mega VANGUARD CAPITAL MANAGEMENT LLC $284,064,554 3.83% 9,356,540
Mega WELLINGTON MANAGEMENT GROUP LLP $251,635,548 3.39% 8,288,391
Mega Invesco Ltd. $172,266,097 2.32% 5,674,114
Mega GEODE CAPITAL MANAGEMENT, LLC $169,026,172 2.28% 5,567,397
Large Daiwa Securities Group Inc. Broker-Dealer $160,395,158 2.16% 5,283,108
Mega TWO SIGMA INVESTMENTS, LP $157,446,595 2.12% 5,185,988
Mega MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $151,699,019 2.04% 4,996,674
Mega MORGAN STANLEY $138,969,915 1.87% 4,577,402
Large PRUDENTIAL FINANCIAL INC $138,020,203 1.86% 4,546,120
Mega FMR LLC $130,583,944 1.76% 4,301,184
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $112,837,008 1.52% 3,716,634
Large Alyeska Investment Group, L.P. $105,156,505 1.42% 3,463,653
Mid DUFF & PHELPS INVESTMENT MANAGEMENT CO $104,178,579 1.40% 3,431,442
Mega Nuveen, LLC $95,490,304 1.29% 3,145,267
Mega DIMENSIONAL FUND ADVISORS LP $94,146,965 1.27% 3,101,020
Mega PRINCIPAL FINANCIAL GROUP INC $84,154,822 1.13% 2,771,898
Mega DEUTSCHE BANK AG\ Bank $78,744,153 1.06% 2,593,681
Large Balyasny Asset Management L.P. $77,988,282 1.05% 2,568,784
Mega NORTHERN TRUST CORP Bank $74,433,851 1.00% 2,451,708
Mid PGGM Investments $69,773,018 0.94% 2,298,189
Mid CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC $66,893,584 0.90% 2,203,346
Mega JPMORGAN CHASE & CO $61,194,433 0.82% 2,015,627
Large Russell Investments Group, Ltd. $50,754,601 0.68% 1,671,759
Mega Bank of New York Mellon Corp Bank $47,969,068 0.65% 1,580,009
Large NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $46,034,959 0.62% 1,516,303
Mega GOLDMAN SACHS GROUP INC $43,444,400 0.59% 1,430,975
Mega VANGUARD FIDUCIARY TRUST CO Bank $41,124,289 0.55% 1,354,555
Mega BANK OF AMERICA CORP /DE/ Bank $40,367,930 0.54% 1,329,642
Large SEI INVESTMENTS CO $40,188,898 0.54% 1,323,745
Mega Legal & General Group Plc $39,666,674 0.53% 1,306,544
Mid FRONTIER CAPITAL MANAGEMENT CO LLC $38,450,545 0.52% 1,266,487
Mid RUSH ISLAND MANAGEMENT, LP $37,922,281 0.51% 1,249,087
Mega Capital World Investors $34,894,478 0.47% 1,149,357
Mega UBS Group AG $33,308,531 0.45% 1,097,119
Mega AMERICAN CENTURY COMPANIES INC $32,619,117 0.44% 1,074,411
Mega HSBC HOLDINGS PLC $31,195,536 0.42% 1,027,521
Large Thrivent Financial for Lutherans $31,000,686 0.42% 1,021,103
Large TUDOR INVESTMENT CORP ET AL $30,574,827 0.41% 1,007,076
Mega ALLIANCEBERNSTEIN L.P. $30,060,741 0.40% 990,143
Mega AMERIPRISE FINANCIAL INC $29,944,308 0.40% 986,308
Large LONDON CO OF VIRGINIA $29,851,834 0.40% 983,262
Mega VICTORY CAPITAL MANAGEMENT INC $29,230,395 0.39% 962,793
Large Boston Partners $26,874,336 0.36% 885,189
Large Universal- Beteiligungs- und Servicegesellschaft mbH $26,575,079 0.36% 875,332
Large MARSHALL WACE, LLP $25,510,900 0.34% 840,280
Large Public Sector Pension Investment Board Pension $22,795,289 0.31% 750,833
Mega Amundi $22,351,790 0.30% 736,225
Large STRS OHIO $20,778,384 0.28% 684,400
Large Freestone Grove Partners LP $20,330,179 0.27% 669,637
Mid Adelante Capital Management LLC $19,737,916 0.27% 650,129
Mid KENNEDY CAPITAL MANAGEMENT LLC $19,333,126 0.26% 636,796
Mega NEUBERGER BERMAN GROUP LLC $18,879,851 0.25% 621,866
Large BROOKFIELD Corp /ON/ $17,780,030 0.24% 585,640
Mega RHUMBLINE ADVISERS $17,665,512 0.24% 581,868
Small Hazelview Securities Inc. Broker-Dealer $16,841,845 0.23% 554,738
Large APG Asset Management US Inc. $16,021,184 0.22% 527,707
Large FEDERATED HERMES, INC. $14,762,701 0.20% 486,255
Mid SummitTX Capital, L.P. $13,477,107 0.18% 443,910
Large VOLORIDGE INVESTMENT MANAGEMENT, LLC $13,333,353 0.18% 439,175
Large BAMCO INC /NY/ $13,200,770 0.18% 434,808
Large CANADA LIFE ASSURANCE Co Insurance $12,511,022 0.17% 412,089
Mega RAYMOND JAMES FINANCIAL INC $12,314,561 0.17% 405,618
Large ADAGE CAPITAL PARTNERS GP, L.L.C. $12,144,000 0.16% 400,000
Mega Swiss National Bank Bank $11,904,156 0.16% 392,100
Mega WELLS FARGO & COMPANY/MN $11,777,037 0.16% 387,913
Large STATE OF WISCONSIN INVESTMENT BOARD $11,407,861 0.15% 375,753
Large Asset Management One Co., Ltd. $11,274,003 0.15% 371,344
Mega PRICE T ROWE ASSOCIATES INC /MD/ $11,032,034 0.15% 363,374
Mid Susquehanna Portfolio Strategies, LLC $10,826,072 0.15% 356,590
Mega California Public Employees Retirement System Pension $10,709,429 0.14% 352,748
Mid Burkehill Global Management, LP $10,626,000 0.14% 350,000
Mid Aptus Capital Advisors, LLC $10,240,549 0.14% 337,304
Large NOMURA ASSET MANAGEMENT CO LTD $10,078,183 0.14% 331,956
Mega JANE STREET GROUP, LLC $10,015,854 0.13% 329,903
Mid Lighthouse Investment Partners, LLC $9,365,817 0.13% 308,492
Large Qube Research & Technologies Ltd $9,066,163 0.12% 298,622
Mega FRANKLIN RESOURCES INC $8,806,827 0.12% 290,080
Mega CITIGROUP INC $8,785,120 0.12% 289,365
Small B&I Capital AG $8,539,782 0.12% 281,284
Large DekaBank Deutsche Girozentrale Bank $8,069,262 0.11% 265,786
Large HRT FINANCIAL LP $7,819,673 0.11% 257,565
Large Verition Fund Management LLC $7,688,609 0.10% 253,248
Mid SEVEN GRAND MANAGERS, LLC $7,590,000 0.10% 250,000
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $7,215,600 0.10% 237,668
Large PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO Pension $7,056,605 0.10% 232,431
Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM Pension $6,989,813 0.09% 230,231
Mega ENVESTNET ASSET MANAGEMENT INC $6,975,027 0.09% 229,744
Mega Sumitomo Mitsui Trust Group, Inc. $6,944,030 0.09% 228,723
Mid State of Alaska, Department of Revenue $6,824,653 0.09% 224,791
Large Clark Capital Management Group, Inc. $6,701,089 0.09% 220,721
Mega BARCLAYS PLC $6,145,925 0.08% 202,435
Mid ALGERT GLOBAL LLC $6,107,217 0.08% 201,160
Small BlueCrest Capital Management Ltd $6,072,000 0.08% 200,000
Mega CITADEL ADVISORS LLC $5,967,257 0.08% 196,550
Mid Edgestream Partners, L.P. $5,907,934 0.08% 194,596
Mega FIL Ltd $5,609,525 0.08% 184,767
Key facts CIK 1728951 CUSIP 29670E107 13F (30d) 21 filings 20 filers Visit website Investor relations

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