Who Owns EPRT?
Essential Properties Realty Trust, Inc. — Institutional Ownership & 13F Holdings
$31.25
-0.17 (-0.53%)
Market Cap
$6.7B
Shares Outstanding
216,245,953
Institutional Holders
353
Total Inst. Value
$6.1B
% of Float Held
100.5%
QoQ Holder Change
+132
Institutional data as of Q1 2025
New Positions
78
Closed Positions
31
Increased
137
Decreased
92
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BlackRock, Inc. | $1.1B | 34,066,881 |
| 2 | VANGUARD GROUP INC | $912.8M | 27,966,449 |
| 3 | STATE STREET CORP | $338.8M | 10,287,994 |
| 4 | COHEN & STEERS, INC. | $279.6M | 8,566,733 |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | $277.8M | 8,511,088 |
| 6 | Invesco Ltd. | $230.5M | 7,062,006 |
| 7 | DEUTSCHE BANK AG\ | $173.5M | 5,314,158 |
| 8 | T. Rowe Price Investment Management, Inc. | $162.0M | 4,962,740 |
| 9 | MORGAN STANLEY | $160.8M | 4,926,743 |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $154.1M | 4,719,114 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BlackRock, Inc. | +273K | $1.1B |
| VANGUARD GROUP INC | +870K | $912.8M |
| STATE STREET CORP | +41K | $338.8M |
| COHEN & STEERS, INC. | +2.7M | $279.6M |
| WELLINGTON MANAGEMENT GROUP LLP | +49K | $277.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| BANK OF MONTREAL /CAN/ | -1.8M | $9.1M |
| PRUDENTIAL FINANCIAL INC | -980K | $193K |
| MORGAN STANLEY | -737K | $160.8M |
| HEITMAN REAL ESTATE SECURITIES LLC | -549K | $29.3M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | -511K | $585K |
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Frequently Asked Questions
How many institutional investors hold EPRT?
As of Q1 2025, 353 institutional investors report holding EPRT (Essential Properties Realty Trust, Inc.) in their 13F filings.
What percentage of Essential Properties Realty Trust, Inc. is owned by institutions?
Institutional investors hold approximately 100.5% of Essential Properties Realty Trust, Inc.'s float as reported in SEC 13F filings.
Which hedge fund owns the most EPRT?
The largest institutional holder of EPRT is BlackRock, Inc. with $1.1B in shares.
Are institutions buying or selling EPRT?
This quarter, 78 institutions opened new positions in EPRT and 31 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.