Essential Properties Realty Trust Ownership | Who Owns Essential Properties Realty Trust?
Essential Properties Realty Trust Ownership Summary
Essential Properties Realty Trust is owned by 79.27% institutional investors, 0.67% insiders, and 20.06% retail investors. Blackrock is the largest institutional shareholder, holding 19.21% of EPRT shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.71% of its assets in Essential Properties Realty Trust shares.
EPRT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Essential Properties Realty Trust | 79.27% | 0.67% | 20.06% |
| Sector | Real Estate Stocks | 42.56% | 9.05% | 48.39% |
| Industry | Diversified REIT Stocks | 40.93% | 5.39% | 53.69% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 33.68M | 19.21% | $933.21M |
| Blackrock funding, inc. /de | 37.16M | 18.59% | $1.10B |
| Vanguard group | 29.59M | 14.93% | $877.56M |
| Cohen & steers | 18.61M | 9.49% | $552.03M |
| State street | 11.20M | 5.67% | $336.48M |
| Wellington management group llp | 7.42M | 3.76% | $220.91M |
| Northwestern mutual wealth management | 6.74M | 3.40% | $452.88M |
| Invesco | 6.24M | 3.16% | $185.66M |
| Geode capital management | 5.24M | 2.62% | $155.45M |
| Morgan stanley | 5.12M | 2.56% | $151.90M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Hazelview securities | 640.37K | 3.59% | $19.06M |
| B&i capital | 253.48K | 2.67% | $7.52M |
| Gsi capital advisors | 147.68K | 2.45% | $4.38M |
| Aurora investment counsel | 97.24K | 1.52% | $2.89M |
| Pggm investments | 2.74M | 1.29% | $81.30M |
| Pensionfund dsm netherlands | 60.50K | 1.18% | $1.79M |
| Duff & phelps investment management | 3.42M | 1.15% | $101.58M |
| Adelante capital management | 506.99K | 1.01% | $15.09B |
| Cohen & steers | 18.61M | 1.00% | $552.03M |
| Truvestments capital | 129.99K | 0.70% | $3.87M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cohen & steers | 18.61M | 1.00% | 9.82M |
| Northwestern mutual wealth management | 6.74M | 0.29% | 6.74M |
| Daiwa securities group | 4.00M | 0.38% | 3.91M |
| Blackrock | 33.68M | 0.02% | 2.77M |
| Norges bank | 2.31M | 0.01% | 2.31M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | 1.94M | 0.04% | -2.12M |
| Schroder investment management group | - | - | -1.20M |
| Invesco | 6.24M | 0.03% | -1.10M |
| Aew capital management l p | - | - | -1.03M |
| Alyeska investment group | 2.42M | 0.22% | -991.95K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 2.31M | 0.01% | 2.31M | $68.47M |
| Hazelview securities | 640.37K | 3.59% | 640.37K | $19.06M |
| Seven grand managers | 200.00K | 0.45% | 200.00K | $5.93M |
| Pensionfund dsm netherlands | 60.50K | 1.18% | 60.50K | $1.79M |
| Fox run management | 54.31K | 0.25% | 54.31K | $1.61M |
Sold Out
| Holder | Change |
|---|---|
| Creekmur asset management | -1.00 |
| Wealthtrak capital management | -5.00 |
| True wealth design | -5.00 |
| Ronald blue trust | -9.00 |
| Crewe advisors | -13.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 218 | -36.26% | 157,062,491 | -26.42% | 79 | 0.68% | 118 | -30.59% | 71 | -44.53% |
| Sep 30, 2025 | 190 | -44.12% | 115,897,317 | -44.04% | 58 | 0.53% | 84 | -58.42% | 72 | -28.00% |
| Jun 30, 2025 | 346 | -3.35% | 214,367,671 | 2.36% | 108 | 0.88% | 205 | 1.49% | 102 | 3.03% |
| Mar 31, 2025 | 352 | 6.67% | 209,063,077 | 5.20% | 110 | 0.88% | 199 | 19.16% | 98 | -14.04% |
| Dec 31, 2024 | 129 | -60.67% | 85,485,592 | -55.55% | 48 | 0.41% | 57 | -67.98% | 47 | -58.04% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 11.99M | 5.71% | 1.56M |
| Vanguard Real Estate Index Investor | 7.39M | 3.52% | 21.02K |
| Cohen & Steers Real Estate Securities A | 6.29M | 3.00% | 1.57M |
| Cohen & Steers Real Estate Opportunities | 6.29M | 3.00% | 1.57M |
| Vanguard Total Stock Mkt Idx Inv | 6.25M | 2.98% | 11.33K |
| Vanguard US Total Market Shares ETF | 5.58M | 2.97% | 3.77K |
| iShares Russell 2000 ETF | 4.78M | 2.28% | 1.97M |
| Vanguard Small Cap Index | 4.49M | 2.14% | -319.00 |
| Vanguard Explorer Inv | 2.88M | 1.37% | 2.88M |
| Vanguard Small Cap Growth Index Inv | 2.49M | 1.19% | -40.01K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 10, 2025 | Peil A Joseph | Executive VP and CIO | Sell | $435.96K |
| Apr 29, 2025 | Mavoides Peter M. | President and CEO | Sell | $1.37M |
| Apr 30, 2025 | Mavoides Peter M. | President and CEO | Sell | $1.14M |
| Feb 25, 2025 | Sautel Stephen D | - | Sell | $892.92K |
| Feb 24, 2025 | Sautel Stephen D | - | Sell | $959.70K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | 3 |
| 2025 Q1 | - | 3 |
EPRT Ownership FAQ
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