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Essential Properties Realty Trust Ownership | Who Owns Essential Properties Realty Trust?

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Essential Properties Realty Trust Ownership Summary

Essential Properties Realty Trust is owned by 120.71% institutional investors, 0.63% insiders. 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 5.91% of its assets in Essential Properties Realty Trust shares.

EPRT Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockEssential Properties Realty Trust120.71%0.63%-21.35%
SectorReal Estate Stocks 48.86%9.88%41.26%
IndustryDiversified REIT Stocks48.30%6.39%45.31%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock33.68M19.21%$933.21M
Blackrock funding, inc. /de37.27M18.64%$1.13B
Vanguard group29.59M14.93%$877.56M
Cohen & steers29.61M14.81%$898.88M
State street11.47M5.74%$351.64M
Wellington management group llp8.29M4.15%$251.64M
Invesco5.67M2.84%$172.27M
Geode capital management5.57M2.79%$169.06M
Daiwa securities group5.28M2.64%$160.40M
Two sigma investments, lp5.19M2.59%$157.45M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Hazelview securities554.74K3.14%$16.84M
B&i capital281.28K2.90%$8.54M
Rush island management, lp1.25M2.54%$37.92M
Gsi capital advisors147.15K2.43%$4.47M
Aurora investment counsel93.32K1.57%$2.83M
Cohen & steers29.61M1.56%$898.88M
Pggm investments2.30M1.22%$69.77M
Duff & phelps investment management3.43M1.08%$104.18M
Pensionfund dsm netherlands60.50K1.06%$1.84M
Adelante capital management506.99K1.01%$15.09B

Top Buyers

HolderShares% AssetsChange
Cohen & steers29.61M1.56%11.00M
Two sigma investments, lp5.19M0.13%3.20M
Blackrock33.68M0.02%2.77M
Norges bank2.31M0.01%2.31M
Nuveen3.15M0.03%1.57M

Top Sellers

HolderShares% AssetsChange
Barclays202.44K0.00%-3.06M
Holocene advisors, lp---1.36M
Schonfeld strategic advisors---1.26M
Schroder investment management group---1.20M
T. rowe price investment management---1.19M

New Positions

HolderShares% AssetsChangeValue
Norges bank2.31M0.01%2.31M$68.47M
Vanguard fiduciary trust1.35M0.01%1.35M$41.12M
Rush island management, lp1.25M2.54%1.25M$37.92M
Bamco inc /ny/434.81K0.04%434.81K$13.20M
Burkehill global management, lp350.00K0.53%350.00K$10.63M

Sold Out

HolderChange
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

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 20263683.08%241,310,3384.30%1200.90%21915.87%105-17.32%
Dec 31, 2025218-36.26%157,062,491-26.42%790.68%118-30.59%71-44.53%
Sep 30, 2025190-44.12%115,897,317-44.04%580.53%84-58.42%72-28.00%
Jun 30, 2025346-3.35%214,367,6712.36%1080.88%2051.49%1023.03%
Mar 31, 20253526.67%209,063,0775.20%1100.88%19919.16%98-14.04%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF12.79M5.91%2.68K
Vanguard Real Estate Index Investor7.35M3.40%-24.02K
Vanguard Total Stock Mkt Idx Inv6.67M3.08%14.95K
Cohen & Steers Real Estate Opportunities6.29M2.99%-
Cohen & Steers Real Estate Securities A6.29M2.99%-
Vanguard US Total Market Shares ETF5.58M2.97%3.77K
Vanguard Small Cap Index4.84M2.24%-10.35K
iShares Russell 2000 ETF4.68M2.16%39.48K
Vanguard Explorer Inv2.88M1.33%-
Vanguard Small Cap Growth Index Inv2.72M1.26%4.70K

Recent Insider Transactions

DateNameRoleActivityValue
Mar 20, 2026Salisbury Robert Webb Executive VP and CFOSell$186.53K
Mar 20, 2026Peil A Joseph Executive VP and CIOSell$630.99K
Jun 10, 2025Peil A Joseph Executive VP and CIOSell$435.96K
Apr 29, 2025Mavoides Peter M. President and CEOSell$1.37M
Apr 30, 2025Mavoides Peter M. President and CEOSell$1.14M

Insider Transactions Trends

DateBuySell
2026 Q2--
2026 Q1-2
2025 Q4--
2025 Q3--
2025 Q2-3

EPRT Ownership FAQ

Who Owns Essential Properties Realty Trust?

Essential Properties Realty Trust shareholders are primarily institutional investors at 120.71%, followed by 0.63% insiders and -21.34% retail investors. The average institutional ownership in Essential Properties Realty Trust's industry, Diversified REIT Stocks, is 48.30%, which Essential Properties Realty Trust exceeds.

Who owns the most shares of Essential Properties Realty Trust?

Essential Properties Realty Trust’s largest shareholders are Blackrock (33.68M shares, 19.21%), Blackrock funding, inc. /de (37.27M shares, 18.64%), and Vanguard group (29.59M shares, 14.93%). Together, they hold 52.78% of Essential Properties Realty Trust’s total shares outstanding.

Does Blackrock own Essential Properties Realty Trust?

Yes, BlackRock owns 19.21% of Essential Properties Realty Trust, totaling 33.68M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 933.21M$. In the last quarter, BlackRock increased its holdings by 2.77M shares, a 8.96% change.

Who is Essential Properties Realty Trust’s biggest shareholder by percentage of total assets invested?

Hazelview securities is Essential Properties Realty Trust’s biggest shareholder by percentage of total assets invested, with 3.14% of its assets in 554.74K Essential Properties Realty Trust shares, valued at 16.84M$.

Who is the top mutual fund holder of Essential Properties Realty Trust shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Essential Properties Realty Trust shares, with 5.91% of its total shares outstanding invested in 12.79M Essential Properties Realty Trust shares.

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