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

378 institutions reported holding Essential Properties Realty Trust, Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 3 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-09-30 · read by EquiReason

EPRTEssential Properties Realty Trust, Inc.Follow EPRT — free
REIT - Retail · Real Estate
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Price chart with a free account
Market cap
5.9B
P/E TTM
21.7
Dividend yield
4.5%
52-week
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Next earnings
9 Feb, in 108 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

378 institutions held —% of the shares. Across filers that reported both quarters, shares held changed +1.6%.

Increased+152New+36Decreased-102Closed-37

Largest moves, shares (millions)

Cohen & Steers+9.2MBlackRock+2.4MVanguard Portfolio…+1.4MWellington Management Group-3.0MBalyasny Asset Management-2.3MPGGM Investments-2.3M

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters
+0.1Sep 24+1.3Dec 24+12.5Mar 25+1.8Jun 25+2.7Sep 25+11.9Dec 25+14.8Mar 26+3.9Jun 26
QuarterHoldersShares held, MChangeIncreasedNewDecreasedClosed
Jun 26378252+1.6%1523610237
Mar 26378244+7.4%147459824
Dec 25354231+5.6%1183311433
Sep 25335216+1.3%1153011337
Jun 25346216+0.9%151379335
Mar 25349209+6.4%135458321
Dec 24324199+0.7%107239431
Sep 24323189+0.1%106439825

Essential Properties Realty Trust, Inc. — questions

Who owns Essential Properties Realty Trust, Inc. stock?
378 institutions reported Essential Properties Realty Trust, Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (18.0%), COHEN & STEERS, INC. (17.6%), VANGUARD PORTFOLIO MANAGEMENT LLC (9.7%).
Are Essential Properties Realty Trust, Inc. insiders buying or selling?
3 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from Essential Properties Realty Trust, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.