Essential Properties Realty Trust Ownership | Who Owns Essential Properties Realty Trust?
Essential Properties Realty Trust Ownership Summary
Essential Properties Realty Trust is owned by 121.56% institutional investors, 0.62% 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 6.09% of its assets in Essential Properties Realty Trust shares.
EPRT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Essential Properties Realty Trust | 121.56% | 0.62% | -22.19% |
| Sector | Real Estate Stocks | 73.68% | 9.54% | 16.78% |
| Industry | Diversified REIT Stocks | 61.27% | 10.79% | 27.94% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 33.68M | 19.21% | $933.21M |
| Blackrock funding, inc. /de | 39.64M | 18.86% | $1.18B |
| Cohen & steers | 38.83M | 18.47% | $1.16B |
| Vanguard group | 29.59M | 14.93% | $877.56M |
| State street | 12.08M | 5.75% | $364.51M |
| Vanguard capital management | 9.73M | 4.63% | $290.45M |
| Geode capital management | 6.24M | 2.97% | $186.31M |
| Massachusetts financial services co /ma/ | 5.43M | 2.58% | $166.71M |
| Invesco | 5.35M | 2.55% | $159.74M |
| Wellington management group llp | 5.34M | 2.54% | $159.26M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Rush island management, lp | 1.63M | 3.22% | $48.66M |
| Hazelview securities | 576.15K | 2.49% | $17.96M |
| B&i capital | 37.60K | 2.48% | $1.12M |
| Gsi capital advisors | 149.50K | 2.10% | $4.46M |
| Cohen & steers | 38.83M | 1.83% | $1.16B |
| Aurora investment counsel | 91.45K | 1.40% | $2.73M |
| Cbre investment management listed real assets | 2.84M | 1.18% | $84.84M |
| Duff & phelps investment management | 4.04M | 1.14% | $120.51M |
| Adelante capital management | 549.62K | 1.08% | $16.41M |
| Pensionfund sabic | 29.50K | 0.94% | $881.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cohen & steers | 38.83M | 1.83% | 9.22M |
| Sixth street partners management company | 4.02M | 0.02% | 4.02M |
| Norges bank | 3.22M | 0.01% | 3.22M |
| Blackrock | 33.68M | 0.02% | 2.77M |
| Blackrock funding, inc. /de | 39.64M | 0.02% | 2.37M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 5.34M | 0.03% | -2.95M |
| Balyasny asset management | 241.92K | 0.01% | -2.33M |
| Pggm investments | 11.01K | 0.01% | -2.29M |
| Deutsche bank ag\ | 387.31K | 0.00% | -2.21M |
| Holocene advisors, lp | - | - | -1.36M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 4.02M | 0.02% | 4.02M | $120.13M |
| Norges bank | 3.22M | 0.01% | 3.22M | $96.21M |
| Readystate asset management lp | 154.21K | 0.16% | 154.21K | $4.60M |
| Healthcare of ontario pension plan trust fund | 138.76K | 0.01% | 138.76K | $4.14M |
| First national bank of omaha | 105.46K | 0.09% | 105.46K | $3.15M |
Sold Out
| Holder | Change |
|---|---|
| Creekmur asset management | -1.00 |
| Wealthtrak capital management | -5.00 |
| True wealth design | -5.00 |
| Ronald blue trust | -9.00 |
| Dunhill financial | -10.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 376 | -0.79% | 255,501,991 | 4.51% | 121 | 0.90% | 212 | -5.78% | 113 | 5.61% |
| Mar 31, 2026 | 368 | 3.08% | 241,310,338 | 4.30% | 120 | 0.90% | 219 | 15.87% | 105 | -17.32% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 13.17M | 6.09% | -3.59K |
| Cohen & Steers Real Estate Opportunities | 8.36M | 3.87% | 2.07M |
| Cohen & Steers Real Estate Securities A | 8.36M | 3.87% | 2.07M |
| Vanguard Real Estate Index Investor | 8.00M | 3.70% | -3.48K |
| Vanguard MStar Total Stk Mkt Idx Invest | 6.88M | 3.18% | 18.65K |
| Vanguard Morn Total Stk Mkt Idx Investor | 6.86M | 3.17% | 186.93K |
| Vanguard Total Stock Mkt Idx Inv | 6.86M | 3.17% | 186.93K |
| Vanguard US Total Market Shares ETF | 5.58M | 2.97% | 3.77K |
| iShares Russell 2000 ETF | 5.62M | 2.60% | -99.74K |
| Vanguard Small Cap Index | 4.97M | 2.30% | 10.64K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jul 24, 2026 | Jenkins Robert M | Executive VP and COO | Sell | $708.84K |
| Mar 20, 2026 | Salisbury Robert Webb | Executive VP and CFO | Sell | $186.53K |
| Mar 20, 2026 | Peil A Joseph | Executive VP and CIO | Sell | $630.99K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | - |
| 2026 Q2 | - | - |
| 2026 Q1 | - | 2 |
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
EPRT Ownership FAQ
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