EPRT Essential Properties Realty Trust, Inc.

NYSE
$30.98

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

What the institutions did with EPRT last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.

Managers reporting
416
filed a 13F this quarter
Managers holding
372
+0 on the quarter
Buyers
209
44 opened new
Sellers
157
44 sold out entirely
Buyer share
57.1%
of managers who traded it
Breadth
+14.2
net buyers, as a share of those trading

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Largest holders

Manager Shares % of reported
BlackRock, Inc. 39.6M 15.7%
COHEN & STEERS, INC. 38.8M 15.4%
VANGUARD PORTFOLIO MANAGEMENT LLC 21.2M 8.4%
STATE STREET CORP 12.1M 4.8%
VANGUARD CAPITAL MANAGEMENT LLC 9.7M 3.9%
GEODE CAPITAL MANAGEMENT, LLC 6.2M 2.5%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 5.4M 2.2%
Invesco Ltd. 5.4M 2.1%
WELLINGTON MANAGEMENT GROUP LLP 5.3M 2.1%
Daiwa Securities Group Inc. 5.2M 2.1%
TWO SIGMA INVESTMENTS, LP 4.8M 1.9%
MORGAN STANLEY 4.5M 1.8%
PRUDENTIAL FINANCIAL INC 4.5M 1.8%
DUFF & PHELPS INVESTMENT MANAGEMENT CO 4.0M 1.6%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 4.0M 1.6%
FMR LLC 3.9M 1.5%
NORGES BANK 3.2M 1.3%
DIMENSIONAL FUND ADVISORS LP 3.2M 1.3%
Alyeska Investment Group, L.P. 3.0M 1.2%
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 2.8M 1.1%
PRINCIPAL FINANCIAL GROUP INC 2.8M 1.1%
NORTHERN TRUST CORP 2.8M 1.1%
Nuveen, LLC 2.3M 0.9%
JPMORGAN CHASE & CO 1.9M 0.8%
BANK OF AMERICA CORP /DE/ 1.7M 0.7%

Largest changes

Manager Action Previous Current Change
COHEN & STEERS, INC. Increased 29.6M 38.8M +9.2M
WELLINGTON MANAGEMENT GROUP LLP Reduced 8.3M 5.3M -3.0M
BlackRock, Inc. Increased 37.3M 39.6M +2.4M
Balyasny Asset Management L.P. Reduced 2.6M 241.9K -2.3M
PGGM Investments Reduced 2.3M 11.0K -2.3M
DEUTSCHE BANK AG\ Reduced 2.6M 387.3K -2.2M
VANGUARD PORTFOLIO MANAGEMENT LLC Increased 19.8M 21.2M +1.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Increased 8.6K 1.3M +1.3M
Nuveen, LLC Reduced 3.1M 2.3M -847.4K
MILLENNIUM MANAGEMENT LLC Increased 181.6K 904.9K +723.3K
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. Reduced 1.5M 830.4K -685.9K
GEODE CAPITAL MANAGEMENT, LLC Increased 5.6M 6.2M +673.1K
Freestone Grove Partners LP Sold Out 669.6K 0 -669.6K
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC Increased 2.2M 2.8M +639.0K
STATE STREET CORP Increased 11.5M 12.1M +616.1K
DUFF & PHELPS INVESTMENT MANAGEMENT CO Increased 3.4M 4.0M +605.6K
BROOKFIELD Corp /ON/ Reduced 585.6K 13.2K -572.5K
GOLDMAN SACHS GROUP INC Reduced 1.4M 889.7K -541.3K
CITADEL ADVISORS LLC Increased 196.6K 684.5K +488.0K
Alyeska Investment Group, L.P. Reduced 3.5M 3.0M -485.4K
UBS Group AG Reduced 1.1M 613.9K -483.3K
TUDOR INVESTMENT CORP ET AL Increased 1.0M 1.5M +455.8K
BAMCO INC /NY/ Sold Out 434.8K 0 -434.8K
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Increased 5.0M 5.4M +433.8K
FMR LLC Reduced 4.3M 3.9M -423.5K

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.