Essential Properties Realty Trust Ownership | Who Owns Essential Properties Realty Trust?
Essential Properties Realty Trust Ownership Summary
Essential Properties Realty Trust is owned by 58.67% institutional investors, 0.58% insiders, and 40.75% 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 5.93% of its assets in Essential Properties Realty Trust shares.
EPRT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Essential Properties Realty Trust | 58.67% | 0.58% | 40.75% |
| Sector | Real Estate Stocks | 49.33% | 9.10% | 41.57% |
| Industry | Diversified REIT Stocks | 44.38% | 5.55% | 50.07% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 33.68M | 19.21% | $933.21M |
| Blackrock funding, inc. /de | 37.48M | 18.97% | $1.12B |
| Vanguard group | 29.64M | 15.01% | $882.20M |
| State street | 11.20M | 5.67% | $336.48M |
| Cohen & steers | 8.80M | 4.45% | $261.77M |
| Wellington management group llp | 7.42M | 3.76% | $220.91M |
| Invesco | 6.24M | 3.16% | $185.66M |
| Geode capital management | 5.21M | 2.64% | $155.21M |
| Morgan stanley | 4.88M | 2.47% | $145.17M |
| Fmr | 4.25M | 2.15% | $126.36M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Hazelview securities | 640.37K | 3.59% | $19.06M |
| Gsi capital advisors | 147.17K | 2.47% | $4.38M |
| B&i capital | 226.78K | 2.34% | $6.75M |
| Aurora investment counsel | 97.24K | 1.52% | $2.89M |
| Pggm investments | 2.74M | 1.32% | $81.57M |
| Pensionfund dsm netherlands | 65.50K | 1.27% | $2.05M |
| Adelante capital management | 506.99K | 1.01% | $15.09B |
| Duff & phelps investment management | 2.93M | 0.99% | $87.32M |
| Cbre investment management listed real assets | 2.19M | 0.93% | $65.13M |
| Truvestments capital | 129.99K | 0.70% | $3.87M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 33.68M | 0.02% | 2.77M |
| Norges bank | 2.66M | 0.01% | 2.66M |
| Barclays | 2.21M | 0.01% | 1.39M |
| Adage capital partners gp | 1.03M | 0.05% | 1.03M |
| Cbre investment management listed real assets | 2.19M | 0.93% | 1.00M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Deutsche bank ag\ | 3.24M | 0.03% | -2.41M |
| 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 |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 2.66M | 0.01% | 2.66M | $83.34M |
| Hazelview securities | 640.37K | 3.59% | 640.37K | $19.06M |
| Renaissance | 95.20K | 0.00% | 95.20K | $2.83M |
| Hrt financial lp | 92.26K | 0.01% | 92.26K | $2.75M |
| Magnetar financial | 14.29K | 0.00% | 14.29K | $425.39K |
Sold Out
| Holder | Change |
|---|---|
| Creekmur asset management | -1.00 |
| True wealth design | -5.00 |
| Wealthtrak capital management | -5.00 |
| Crewe advisors | -13.00 |
| Avion wealth | -20.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 327 | 6.17% | 190,139,667 | 1.70% | 108 | 0.95% | 177 | -1.67% | 112 | 21.74% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 11.74M | 5.93% | - |
| Vanguard Real Estate Index Investor | 7.28M | 3.67% | 10.05K |
| Vanguard Total Stock Mkt Idx Inv | 6.20M | 3.13% | -131.79K |
| Vanguard US Total Market Shares ETF | 5.58M | 2.97% | 3.77K |
| iShares Russell 2000 ETF | 4.81M | 2.43% | - |
| Vanguard Small Cap Index | 4.80M | 2.42% | -29.75K |
| Cohen & Steers Real Estate Opportunities | 4.72M | 2.39% | - |
| Cohen & Steers Real Estate Securities A | 4.72M | 2.39% | - |
| Vanguard Explorer Inv | 2.77M | 1.40% | - |
| Vanguard Small Cap Growth Index Inv | 2.70M | 1.36% | -4.83K |
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 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | 3 |
| 2025 Q1 | - | 3 |
| 2024 Q4 | - | 2 |
EPRT Ownership FAQ
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