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Essential Properties Realty Trust (EPRT) Institutional Ownership

Essential Properties Realty Trust logo
$31.76 -0.03 (-0.11%)
As of 01/17/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Essential Properties Realty Trust (NYSE:EPRT)

Current
Institutional Ownership
Percentage
96.98%
Number of
Institutional Buyers
(last 12 months)
149
Total
Institutional Inflows
(last 12 months)
$586.03M
Number of
Institutional Sellers
(last 12 months)
89
Total
Institutional Outflows
(last 12 months)
$248.91M
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EPRT Institutional Buying and Selling by Quarter

Essential Properties Realty Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Janney Montgomery Scott LLC12,411$388K0.0%+36.7%0.007%
1/17/2025SG Americas Securities LLC6,170$193K0.0%-57.2%0.004%
1/17/2025Cetera Trust Company N.A8,775$274K0.2%-5.4%0.005%
1/17/2025Nisa Investment Advisors LLC281,635$8.89M0.0%-1.6%0.161%
1/16/2025MassMutual Private Wealth & Trust FSB1,096$34K0.0%+74.5%0.001%
1/15/2025 Selective Wealth Management Inc.21,709$673K0.3%+1.9%0.012%
1/15/2025 Hennion & Walsh Asset Management Inc.29,150$912K0.0%+145.4%0.017%
1/14/2025 Burney Co.63,740$1.99M0.1%-3.6%0.036%
1/14/2025 Mendota Financial Group LLC3,925$123K0.1%+27,935.7%0.002%
1/6/2025 Pensionfund DSM Netherlands65,500$2.05M1.3%-23.4%0.037%
1/3/2025 GAMMA Investing LLC3,935$123K0.0%+24.0%0.002%
1/3/2025 Versant Capital Management Inc1,211$38K0.0%+215.4%0.001%
12/26/2024JPMorgan Chase & Co.1,594,775$54.46M0.0%+6.6%0.910%
12/19/2024Principal Financial Group Inc.2,479,342$84.67M0.0%-6.6%1.414%
11/27/2024Franklin Resources Inc.145,935$4.82M0.0%-0.6%0.083%
11/25/2024Tidal Investments LLC31,280$1.07M0.0%+30.7%0.018%
11/25/2024World Investment Advisors LLC13,127$448K0.0%N/A0.007%
11/18/2024Teachers Retirement System of The State of Kentucky154,752$5.29M0.0%-1.9%0.088%
11/18/2024Coldstream Capital Management Inc.6,342$216K0.0%N/A0.004%
11/16/2024Geode Capital Management LLC4,468,922$152.64M0.0%+2.7%2.549%
11/15/2024M&T Bank Corp44,844$1.53M0.0%-6.1%0.026%
11/15/2024Duff & Phelps Investment Management Co.2,034,345$69.47M0.8%N/A1.160%
11/15/2024Barclays PLC297,989$10.18M0.0%+118.6%0.170%
11/15/2024Public Employees Retirement System of Ohio250,885$8.57M0.0%+0.8%0.143%
11/15/2024Nomura Asset Management Co. Ltd.235,417$8.04M0.0%+2.6%0.134%
11/15/2024MML Investors Services LLC23,597$806K0.0%+9.9%0.013%
11/15/2024Orion Portfolio Solutions LLC11,137$380K0.0%-6.2%0.006%
11/15/2024Brookfield Corp ON753,130$25.72M0.1%-14.8%0.430%
11/15/2024United Services Automobile Association10,453$357K0.0%-16.1%0.006%
11/15/2024Jane Street Group LLC86,430$2.95M0.0%-70.6%0.049%
11/15/2024Wellington Management Group LLP9,722,998$332.04M0.1%-1.7%5.546%
11/15/2024State Street Corp10,033,209$345.54M0.0%+1.0%5.722%
11/15/2024Stifel Financial Corp172,430$5.89M0.0%-3.7%0.098%
11/15/2024Point72 Asset Management L.P.8,215$281K0.0%N/A0.005%
11/15/2024Morse Asset Management Inc2,300$79K0.0%N/A0.001%
11/15/2024NFJ Investment Group LLC55,687$1.90M0.1%N/A0.032%
11/15/2024Janus Henderson Group PLC100,971$3.45M0.0%+10.3%0.058%
11/15/2024Heitman Real Estate Securities LLC1,138,565$38.88M2.1%+0.3%0.649%
11/15/2024HighTower Advisors LLC13,501$473K0.0%-24.2%0.008%
11/15/2024Adelante Capital Management LLC1,111,634$37.96M1.7%+3,964.9%0.634%
11/14/2024Verition Fund Management LLC150,500$5.14M0.0%-53.9%0.086%
11/14/2024Captrust Financial Advisors7,210$246K0.0%N/A0.004%
11/14/2024Infrastructure Capital Advisors LLC6,331$216K0.0%N/A0.004%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,086,529$37.11M0.0%+434.0%0.620%
11/14/2024Public Sector Pension Investment Board372,030$12.71M0.1%-3.6%0.212%
11/14/2024MetLife Investment Management LLC104,436$3.57M0.0%-2.0%0.060%
11/13/2024Glenmede Trust Co. NA16,458$562K0.0%+5.6%0.009%
11/13/2024BNP Paribas Financial Markets40,015$1.37M0.0%-28.2%0.023%
11/13/2024Quantbot Technologies LP50,978$1.74M0.1%+535.6%0.029%
11/13/2024FMR LLC4,138,674$141.34M0.0%+1.9%2.361%
11/13/2024The Manufacturers Life Insurance Company99,017$3.38M0.0%-2.6%0.056%
11/13/2024Bank of Montreal Can622,034$21.24M0.0%+840.9%0.355%
11/13/2024Truvestments Capital LLC106,993$3.65M1.0%+11.7%0.061%
11/13/2024Harvest Fund Management Co. Ltd6,815$233K0.0%+8.6%0.004%
11/13/2024Daiwa Securities Group Inc.386,711$13.21M0.1%+17.3%0.221%
11/12/2024Kingsview Wealth Management LLC10,086$344K0.0%N/A0.006%
11/12/2024Citigroup Inc.243,172$8.30M0.0%+42.9%0.139%
11/12/2024Eagle Asset Management Inc.297,590$9.85M0.1%-17.4%0.170%
11/12/2024Charles Schwab Investment Management Inc.2,829,776$96.64M0.0%+5.3%1.614%
11/12/2024Massachusetts Financial Services Co. MA2,503,405$85.49M0.0%+33.0%1.428%
11/9/2024Foundry Partners LLC18,062$617K0.0%-6.0%0.010%
11/9/2024Intech Investment Management LLC48,554$1.66M0.0%N/A0.028%
11/8/2024Advisors Asset Management Inc.3,218$110K0.0%+58.6%0.002%
11/7/2024Napa Wealth Management9,745$333K0.2%+22.2%0.006%
11/7/2024Prudent Man Advisors LLC12,385$423K0.1%N/A0.007%
11/7/2024Swiss National Bank342,200$11.69M0.0%+2.7%0.195%
11/7/2024Thrivent Financial for Lutherans1,712,800$58.49M0.1%+4.0%0.977%
11/6/2024Mutual of America Capital Management LLC26,371$901K0.0%-8.5%0.015%
11/6/2024Natixis Advisors LLC45,419$1.55M0.0%-48.4%0.026%
11/6/2024Cornercap Investment Counsel Inc.19,479$665K0.2%-50.1%0.011%
11/6/2024Nicola Wealth Management LTD.41,061$1.40M0.1%+8.2%0.023%
11/6/2024Metis Global Partners LLC18,052$616K0.0%+29.7%0.010%
11/6/2024KBC Group NV4,810$164K0.0%+30.9%0.003%
11/5/2024Victory Capital Management Inc.1,506,759$51.46M0.0%+5.9%0.859%
11/5/2024Aptus Capital Advisors LLC190,631$6.51M0.1%+25.2%0.109%
11/5/2024Sumitomo Mitsui Trust Group Inc.244,424$8.35M0.0%+26.5%0.139%
11/5/2024OVERSEA CHINESE BANKING Corp Ltd250,125$8.54M0.2%-1.8%0.143%
11/5/2024GSA Capital Partners LLP30,997$1.06M0.1%+97.4%0.018%
11/4/2024Versor Investments LP20,500$700K0.1%+91.1%0.012%
11/4/2024Los Angeles Capital Management LLC16,845$575K0.0%-52.4%0.010%
11/4/2024State of New Jersey Common Pension Fund D70,294$2.40M0.0%-1.1%0.040%
11/4/2024Meritage Portfolio Management168,434$5.75M0.4%+1,101.0%0.096%
10/31/2024Principal Financial Group Inc.298,576$10.19M0.0%-88.8%0.170%
10/30/2024Amalgamated Bank51,662$1.76M0.0%-3.4%0.029%
10/30/2024QRG Capital Management Inc.74,029$2.53M0.0%+16.1%0.042%
10/30/2024Asset Management One Co. Ltd.374,217$12.78M0.0%+7.2%0.213%
10/29/2024Van ECK Associates Corp30,152$1.02M0.0%+12.3%0.017%
10/25/2024First Trust Direct Indexing L.P.7,890$269K0.0%+8.2%0.005%
10/25/2024abrdn plc35,124$1.20M0.0%+9.3%0.020%
10/24/2024Nisa Investment Advisors LLC286,294$9.86M0.1%-33.0%0.163%
10/24/2024Vanderbilt University35,371$1.21M0.2%-16.6%0.020%
10/24/2024State of Alaska Department of Revenue183,236$6.26M0.1%-2.1%0.105%
10/24/2024DekaBank Deutsche Girozentrale265,786$8.86M0.0%+0.2%0.152%
10/23/2024Mirae Asset Global Investments Co. Ltd.13,887$474K0.0%+57.4%0.008%
10/23/2024Louisiana State Employees Retirement System84,800$2.90M0.1%-3.9%0.048%
10/23/2024 Hennion & Walsh Asset Management Inc.11,878$406K0.0%N/A0.007%
10/22/2024 International Assets Investment Management LLC14,151$483K0.0%+6,512.6%0.008%
10/19/2024Allspring Global Investments Holdings LLC20,172$689K0.0%-6.6%0.012%
10/18/2024Raymond James & Associates371,142$12.67M0.0%-1.6%0.212%
10/18/2024Blue Trust Inc.818$28K0.0%+95.2%0.000%
(Data available from 1/1/2016 forward)

EPRT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EPRT shares?

During the previous two years, 276 institutional investors and hedge funds held shares of Essential Properties Realty Trust. The most heavily invested institutionals were Vanguard Group Inc. ($676.56M), BlackRock Inc. ($649.32M), State Street Corp ($345.54M), Wellington Management Group LLP ($332.04M), Geode Capital Management LLC ($152.64M), FMR LLC ($141.34M), and Invesco Ltd. ($130.11M).Learn more on EPRT's institutional investors.

What percentage of Essential Properties Realty Trust stock is owned by institutional investors?

96.98% of Essential Properties Realty Trust stock is owned by institutional investors. Learn more on EPRT's institutional investor holdings.

Which institutional investors have been buying Essential Properties Realty Trust stock?

Of the 237 institutional investors that purchased Essential Properties Realty Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Deutsche Bank AG ($3.55M), Massachusetts Financial Services Co. MA ($2.50M), Duff & Phelps Investment Management Co. ($2.03M), Principal Financial Group Inc. ($1.91M), Norges Bank ($1.89M), Invesco Ltd. ($1.61M), and Aew Capital Management L P ($1.61M).

How much institutional buying is happening at Essential Properties Realty Trust?

Institutional investors have bought a total of 44,238,264 shares in the last 24 months. This purchase volume represents approximately $1.15B in transactions.

Which Essential Properties Realty Trust major shareholders have been selling company stock?

Of the 129 institutional investors that sold Essential Properties Realty Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Principal Financial Group Inc. ($2.70M), Marshall Wace LLP ($834.70K), Wellington Management Group LLP ($755.40K), Brookfield Corp ON ($728.72K), Millennium Management LLC ($620.61K), Vanguard Group Inc. ($413.21K), and Mackenzie Financial Corp ($329.71K).

How much institutional selling is happening at Essential Properties Realty Trust?

Institutional investors have sold a total of 12,087,202 shares in the last 24 months. This volume of shares sold represents approximately $337.31M in transactions.


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This page (NYSE:EPRT) was last updated on 1/18/2025 by MarketBeat.com Staff
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