Essential Properties Realty Trust Ownership | Who Owns Essential Properties Realty Trust?
Essential Properties Realty Trust Ownership Summary
Essential Properties Realty Trust is owned by 110.93% institutional investors, 0.58% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 19.27% of EPRT shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.72% of its assets in Essential Properties Realty Trust shares.
EPRT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Essential Properties Realty Trust | 110.93% | 0.58% | -11.51% |
| Sector | Real Estate Stocks | 46.98% | 8.71% | 44.31% |
| Industry | Diversified REIT Stocks | 46.84% | 5.53% | 47.63% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 33.79M | 19.27% | $1.06B |
| Blackrock | 33.68M | 19.21% | $933.21M |
| Vanguard group | 27.10M | 15.45% | $847.56M |
| State street | 10.25M | 5.78% | $323.53M |
| Wellington management group llp | 8.46M | 4.83% | $264.70M |
| Morgan stanley | 6.28M | 3.58% | $173.88M |
| Cohen & steers | 5.90M | 3.36% | $184.50M |
| Deutsche bank ag\ | 5.69M | 3.24% | $177.96M |
| T. rowe price investment management | 4.92M | 2.81% | $153.94M |
| Invesco | 4.65M | 2.65% | $145.51M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Heitman real estate securities | 1.45M | 2.91% | $45.20M |
| Gsi capital advisors | 156.39K | 2.59% | $4.89M |
| Aurora investment counsel | 98.57K | 1.69% | $3.08M |
| Pensionfund dsm netherlands | 65.50K | 1.27% | $2.05M |
| B&i capital | 120.54K | 1.23% | $3.77M |
| Truvestments capital | 111.94K | 0.90% | $3.50M |
| Duff & phelps investment management | 2.05M | 0.77% | $64.22M |
| Jackson creek investment advisors | 53.20K | 0.50% | $1.66M |
| Frontier capital management | 1.24M | 0.37% | $38.83M |
| Cohen & steers | 5.90M | 0.35% | $184.50M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 33.68M | 0.02% | 2.77M |
| Norges bank | 2.66M | 0.01% | 2.66M |
| Bank of montreal /can/ | 2.10M | 0.03% | 1.48M |
| Invesco | 4.65M | 0.03% | 1.18M |
| Balyasny asset management | 1.12M | 0.05% | 1.12M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 8.46M | 0.05% | -1.26M |
| Schroder investment management group | - | - | -1.20M |
| Adelante capital management | 47.76K | 0.10% | -1.06M |
| Aew capital management l p | - | - | -1.03M |
| Cohen & steers | 5.90M | 0.35% | -971.74K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 2.66M | 0.01% | 2.66M | $83.34M |
| Raymond james financial | 685.36K | 0.01% | 685.36K | $21.44M |
| Capital world investors | 229.99K | 0.00% | 229.99K | $7.19M |
| Susquehanna fundamental investments | 198.53K | 0.09% | 198.53K | $6.21M |
| Edgestream partners | 158.11K | 0.21% | 158.11K | $4.95M |
Sold Out
| Holder | Change |
|---|---|
| Creekmur asset management | -1.00 |
| Cornerstone planning group | -10.00 |
| Avion wealth | -20.00 |
| Nbc securities | -30.00 |
| Horizon investments | -38.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 327 | 6.17% | 190,139,667 | 1.70% | 108 | 0.95% | 177 | -1.67% | 112 | 21.74% |
| Jun 30, 2024 | 308 | 6.94% | 186,964,682 | 4.33% | 106 | 0.93% | 180 | 13.21% | 92 | -3.16% |
| Mar 31, 2024 | 288 | 3.60% | 179,207,803 | 6.59% | 107 | 0.88% | 159 | 3.92% | 95 | -1.04% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 11.30M | 5.72% | -5.71K |
| Vanguard Real Estate Index Investor | 6.58M | 3.33% | -109.48K |
| Vanguard Total Stock Mkt Idx Inv | 6.01M | 3.04% | 105.61K |
| Vanguard US Total Market Shares ETF | 5.58M | 2.97% | 3.77K |
| Cohen & Steers Real Estate Opportunities | 4.72M | 2.52% | 1.56M |
| Cohen & Steers Real Estate Securities A | 4.72M | 2.52% | 1.56M |
| Vanguard Small Cap Index | 4.71M | 2.39% | 28.18K |
| iShares Russell 2000 ETF | 4.53M | 2.29% | 2.22K |
| T. Rowe Price Small-Cap Value | 2.83M | 1.51% | -608.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 2.90M | 1.47% | 22.76K |
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 |
|---|---|---|
| 2025 Q2 | - | 3 |
| 2025 Q1 | - | 3 |
| 2024 Q4 | - | 2 |
| 2024 Q3 | - | 6 |
| 2024 Q2 | - | 3 |
EPRT Ownership FAQ
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