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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 108.51% institutional investors, 0.58% 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 5.93% of its assets in Essential Properties Realty Trust shares.

EPRT Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockEssential Properties Realty Trust108.51%0.58%-9.09%
SectorReal Estate Stocks 70.14%9.14%20.72%
IndustryDiversified REIT Stocks62.09%5.58%32.34%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock33.68M19.21%$933.21M
Blackrock funding, inc. /de36.53M18.49%$1.17B
Vanguard group27.10M15.45%$847.56M
State street10.25M5.78%$323.53M
Wellington management group llp8.46M4.83%$264.70M
Cohen & steers8.65M4.38%$275.86M
Morgan stanley6.28M3.58%$173.88M
Deutsche bank ag\5.69M3.24%$177.96M
Invesco4.65M2.65%$145.51M
Geode capital management4.45M2.54%$139.32M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Gsi capital advisors156.39K2.59%$4.89M
B&i capital204.04K2.21%$6.51M
Heitman real estate securities791.58K1.79%$25.26M
Aurora investment counsel98.06K1.65%$3.13M
Pggm investments2.74M1.32%$81.57M
Pensionfund dsm netherlands65.50K1.27%$2.05M
Adelante capital management487.39K1.14%$15.55M
Truvestments capital146.13K0.93%$4.66M
Duff & phelps investment management2.39M0.90%$76.33M
Frontier capital management2.21M0.65%$70.67M

Top Buyers

HolderShares% AssetsChange
Blackrock33.68M0.02%2.77M
Norges bank2.66M0.01%2.66M
Blackrock funding, inc. /de36.53M0.02%2.47M
Bank of montreal /can/2.10M0.03%1.48M
Cbre investment management listed real assets1.19M0.57%1.19M

Top Sellers

HolderShares% AssetsChange
Wellington management group llp8.46M0.05%-1.26M
Schroder investment management group---1.20M
Aew capital management l p---1.03M
T. rowe price investment management4.06M0.08%-907.43K
Resolution capital---752.61K

New Positions

HolderShares% AssetsChangeValue
Norges bank2.66M0.01%2.66M$83.34M
Cbre investment management listed real assets1.19M0.57%1.19M$37.83M
Freestone grove partners lp277.12K0.07%277.12K$8.84M
Gillson capital lp233.29K0.57%233.29K$7.44M
Connor, clark & lunn investment management108.41K0.01%108.41K$3.46M

Sold Out

HolderChange
Creekmur asset management-1.00
True wealth design-5.00
Avion wealth-20.00
Denali advisors-38.00
Cherry tree wealth management-44.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Dec 31, 2024129-60.67%85,485,592-55.55%480.41%57-67.98%47-58.04%
Sep 30, 20243276.17%190,139,6671.70%1080.95%177-1.67%11221.74%
Jun 30, 20243086.94%186,964,6824.33%1060.93%18013.21%92-3.16%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF11.74M5.93%-
Vanguard Real Estate Index Investor7.28M3.67%10.05K
Vanguard Total Stock Mkt Idx Inv6.20M3.13%-131.79K
Vanguard US Total Market Shares ETF5.58M2.97%3.77K
iShares Russell 2000 ETF4.81M2.43%-
Vanguard Small Cap Index4.80M2.42%-29.75K
Cohen & Steers Real Estate Opportunities4.72M2.39%-
Cohen & Steers Real Estate Securities A4.72M2.39%-
Vanguard Explorer Inv2.77M1.40%-
Vanguard Small Cap Growth Index Inv2.70M1.36%-4.83K

Recent Insider Transactions

DateNameRoleActivityValue
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
Feb 25, 2025Sautel Stephen D-Sell$892.92K
Feb 24, 2025Sautel Stephen D-Sell$959.70K

Insider Transactions Trends

DateBuySell
2025 Q4--
2025 Q3--
2025 Q2-3
2025 Q1-3
2024 Q4-2

EPRT Ownership FAQ

Who Owns Essential Properties Realty Trust?

Essential Properties Realty Trust shareholders are primarily institutional investors at 108.51%, followed by 0.58% insiders and -9.09% retail investors. The average institutional ownership in Essential Properties Realty Trust's industry, Diversified REIT Stocks, is 62.09%, 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 (36.53M shares, 18.49%), and Vanguard group (27.1M shares, 15.45%). Together, they hold 53.16% 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?

Gsi capital advisors is Essential Properties Realty Trust’s biggest shareholder by percentage of total assets invested, with 2.59% of its assets in 156.39K Essential Properties Realty Trust shares, valued at 4.89M$.

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 5.93% of its total shares outstanding invested in 11.74M Essential Properties Realty Trust shares.

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