Who Owns Essential Properties Realty Trust, Inc. (EPRT)?Hedge Fund & Institutional Holders

$32.85-0.17 (-0.51%)Real EstateNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$8.27546663000552e+253T

% of Float Held

Infinity%

QoQ Change in Holders

+12 / -0

Price History

$28.45$29.98$31.52$33.05$34.59Sep 24Jun 25Mar 26

EPRT — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COIncreased+6.7M+$442.5M
COHEN & STEERS, INC.Increased+9.8M+$290.3M
Daiwa Securities Group Inc.Increased+3.9M+$114.5M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/New Position+3.8M+$112.8M
PGGM InvestmentsNew Position+2.7M+$81.3M
PRINCIPAL FINANCIAL GROUP INCNew Position+2.7M+$79.2M
NORGES BANKNew Position+2.3M+$68.0M
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.New Position+1.7M+$51.0M
Bank of New York Mellon CorpNew Position+1.6M+$44.0M
Holocene Advisors, LPNew Position+1.4M+$40.0M
Universal- Beteiligungs- und Servicegesellschaft mbHNew Position+975K+$29.1M
THRIVENT FINANCIAL FOR LUTHERANSNew Position+1.0M+$29.0M
Gillson Capital LPNew Position+907K+$26.9M
STRS OHIONew Position+720K+$21.3M
FEDERATED HERMES, INC.New Position+471K+$13.0M

EPRT — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
BlackRock, Inc.Decreased-326K-$1.1T
VANGUARD GROUP INCDecreased-57K-$881.3B
STATE STREET CORPDecreased-43K-$336.1B
Invesco Ltd.Decreased-384K-$185.5B
BALYASNY ASSET MANAGEMENT L.P.Decreased-1.3M-$118.1B
DIMENSIONAL FUND ADVISORS LPDecreased-24K-$87.4B
CITADEL ADVISORS LLCDecreased-2.9M-$86.1B
NORTHERN TRUST CORPDecreased-244K-$76.9B
JPMORGAN CHASE & CODecreased-372K-$68.1B
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCDecreased-668K-$65.1B
MACQUARIE GROUP LTDDecreased-1.9M-$60.9B
GOLDMAN SACHS GROUP INCDecreased-435K-$56.2B
Nuveen, LLCDecreased-258K-$54.6B
FRONTIER CAPITAL MANAGEMENT CO LLCDecreased-232K-$49.8B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLCDecreased-35K-$36.0B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1VANGUARD GROUP INC27,901,082$827.5M0.01%Share
2BlackRock, Inc.22,355,754$663.0M0.01%Share
3COHEN & STEERS, INC.18,611,967$552.0M1.00%Share
4NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO6,737,308$452.9M0.29%Share
5STATE STREET CORP11,152,252$334.0M0.01%Share
6BlackRock, Inc.8,966,823$265.0M0.00%Share
7WELLINGTON MANAGEMENT GROUP LLP6,511,207$193.0M0.03%Share
8Invesco Ltd.4,625,094$137.2M0.02%Share
9GEODE CAPITAL MANAGEMENT, LLC4,582,197$135.0M0.01%Share
10FMR LLC3,959,303$117.0M0.01%Share
11Daiwa Securities Group Inc.3,601,480$106.0M0.34%Share
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,445,867$102.0M0.02%Share
13DUFF & PHELPS INVESTMENT MANAGEMENT CO3,424,842$101.6M1.15%Share
14Alyeska Investment Group, L.P.3,332,756$98.0M0.28%Share
15PRUDENTIAL FINANCIAL INC3,312,044$98.0M0.12%Share
16DEUTSCHE BANK AG\3,252,872$96.0M0.03%Share
17BARCLAYS PLC3,260,256$96.0M0.02%Share
18MASSACHUSETTS FINANCIAL SERVICES CO /MA/3,174,443$94.2M0.03%Share
19PGGM Investments2,740,968$81.3M1.29%Share
20BALYASNY ASSET MANAGEMENT L.P.2,704,196$80.0M0.10%Share
21DIMENSIONAL FUND ADVISORS LP2,711,396$80.0M0.02%Share
22PRINCIPAL FINANCIAL GROUP INC2,363,437$70.1M0.04%Share
23NORGES BANK2,308,394$68.0M0.01%Share
24TWO SIGMA INVESTMENTS, LP1,988,271$58.0M0.08%Share
25NORTHERN TRUST CORP1,965,874$58.0M0.01%Share
26MORGAN STANLEY1,771,613$52.0M0.00%Share
27NOMURA ASSET MANAGEMENT INTERNATIONAL INC.1,727,093$51.0M0.08%Share
28MORGAN STANLEY1,582,487$46.0M0.00%Share
29CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC1,520,150$45.1M0.66%Share
30FRONTIER CAPITAL MANAGEMENT CO LLC1,443,961$42.8M0.45%Share
31TWO SIGMA ADVISERS, LP1,445,100$42.0M0.08%Share
32Holocene Advisors, LP1,362,280$40.0M0.08%Share
33JPMORGAN CHASE & CO1,306,991$38.0M0.00%Share
34Schonfeld Strategic Advisors LLC1,260,566$37.4M0.17%Share
35VANGUARD GROUP INC1,258,631$37.3M0.00%Share
36Nuveen, LLC1,135,460$33.0M0.01%Share
37Qube Research & Technologies Ltd1,062,497$31.0M0.03%Share
38Legal & General Group Plc1,046,238$31.0M0.01%Share
39ALLIANCEBERNSTEIN L.P.1,053,465$31.0M0.01%Share
40LONDON CO OF VIRGINIA1,014,490$30.1M0.17%Share
41AMERICAN CENTURY COMPANIES INC1,027,283$30.0M0.02%Share
42ADAGE CAPITAL PARTNERS GP, L.L.C.1,030,000$30.0M0.05%Share
43Universal- Beteiligungs- und Servicegesellschaft mbH975,355$29.1M0.05%Share
44VICTORY CAPITAL MANAGEMENT INC981,285$29.0M0.02%Share
45BlackRock, Inc.972,688$28.0M0.00%Share
46BlackRock, Inc.960,895$28.0M0.00%Share
47BlackRock, Inc.924,771$27.0M0.00%Share
48Gillson Capital LP906,694$26.9M1.76%Share
49APG Asset Management US Inc.881,079$26.1M0.20%Share
50Bank of New York Mellon Corp883,012$26.0M0.00%Share

EPRT Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025353$7.1B+97
Q3 2025256$5.5T-42
Q2 2025298$4.9T-56
Q1 2025354$6.1T+47
Q4 2024307$24.4T+41
Q3 2024266$4565.8T+18
Q2 2024248$2830.8T+27
Q1 2024221$2373.5T—

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As of Q4 2025, 50 institutional investors hold EPRT (Essential Properties Realty Trust, Inc.). The largest holder is VANGUARD GROUP INC with $827.5M in shares. This quarter, 12 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own EPRT?

As of Q4 2025, 50 institutional investors report holding EPRT (Essential Properties Realty Trust, Inc.) in their 13F filings.

Who is the largest institutional holder of EPRT?

The largest institutional holder of EPRT is VANGUARD GROUP INC with $827.5M in shares.

Is institutional ownership of EPRT increasing or decreasing?

This quarter, 12 institutions opened new positions in EPRT and 0 closed their positions.