ESSENTIAL PROPERTIES REALTY TRUST, INC. - Common Stock (EPRT) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2018 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
EPRT on NYSE
Shares outstanding
198,080,223
Price per share
$30.33
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
230,529,242
Total reported value
$6,835,598,876
% of total 13F portfolios
0%
Share change
+16,022,071
Value change
+$475,912,158
Number of holders
353
Price from insider filings
$30.33
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of ESSENTIAL PROPERTIES REALTY TRUST, INC. - Common Stock (EPRT) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 17% $1,000,613,284 31,735,277 BlackRock, Inc. 31 Mar 2025
VANGUARD GROUP INC 14% $881,782,137 27,966,449 The Vanguard Group 31 Mar 2025
COHEN & STEERS, INC. 10% $615,270,271 20,744,039 Cohen & Steers, Inc. 31 Jan 2026
STATE STREET CORP 5.2% $324,380,451 10,287,994 STATE STREET CORPORATION 31 Mar 2025
WELLINGTON MANAGEMENT GROUP LLP 4.8% $266,812,662 8,462,184 Wellington Management Group LLP 31 Dec 2024

As of 31 Dec 2025, 353 institutional investors reported holding 230,529,242 shares of ESSENTIAL PROPERTIES REALTY TRUST, INC. - Common Stock (EPRT). This represents 116% of the company’s total 198,080,223 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of ESSENTIAL PROPERTIES REALTY TRUST, INC. - Common Stock (EPRT) together control 87% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 19% 37,158,532 -0.87% 0.02% $1,102,122,057
VANGUARD GROUP INC 15% 29,587,182 -0.19% 0.01% $877,555,818
COHEN & STEERS, INC. 9.4% 18,611,967 +112% 1% $552,031,000
STATE STREET CORP 5.6% 11,152,252 -0.39% 0.01% $334,169,956
WELLINGTON MANAGEMENT GROUP LLP 4% 7,844,570 +5.7% 0.04% $232,669,946
Invesco Ltd. 3% 5,854,549 -6.2% 0.03% $173,645,911
GEODE CAPITAL MANAGEMENT, LLC 2.6% 5,240,401 +0.5% 0.01% $155,452,166
MORGAN STANLEY 2.6% 5,121,515 +5% 0.01% $151,904,224
FMR LLC 2.2% 4,291,473 +1.1% 0.01% $127,285,093
Daiwa Securities Group Inc. 2% 3,997,593 +4681% 0.39% $118,569,000
PRUDENTIAL FINANCIAL INC 1.9% 3,809,872 +213% 0.14% $113,000,803
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1.9% 3,803,496 +60% 0.04% $112,811,692
DEUTSCHE BANK AG\ 1.8% 3,639,491 +12% 0.04% $107,947,303
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.7% 3,445,867 +3.9% 0.02% $102,204,415
DUFF & PHELPS INVESTMENT MANAGEMENT CO 1.7% 3,424,842 +17% 1.2% $101,580,814
Alyeska Investment Group, L.P. 1.7% 3,332,756 +38% 0.28% $98,849,543
BARCLAYS PLC 1.6% 3,260,415 +47% 0.04% $96,703,910
DIMENSIONAL FUND ADVISORS LP 1.5% 2,916,824 -0.81% 0.02% $86,515,873
PGGM Investments 1.4% 2,740,968 0% 1.3% $81,297,000
Balyasny Asset Management L.P. 1.4% 2,704,196 -32% 0.15% $80,206,453
PRINCIPAL FINANCIAL GROUP INC 1.3% 2,668,587 -0.9% 0.04% $79,151,566
NORTHERN TRUST CORP 1.2% 2,343,376 -9.4% 0.01% $69,504,532
NORGES BANK 1.2% 2,308,394 0.01% $68,466,966
TWO SIGMA INVESTMENTS, LP 1% 1,988,271 +182% 0.09% $58,972,118
JPMORGAN CHASE & CO 0.97% 1,917,751 -16% 0% $56,880,494

Institutional Holders of ESSENTIAL PROPERTIES REALTY TRUST, INC. - Common Stock (EPRT) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 230,529,242 $6,835,598,876 +$475,912,158 $29.66 353
2025 Q3 213,455,754 $6,353,426,596 -$73,061,768 $29.76 339
2025 Q2 215,675,632 $6,884,091,433 +$193,907,494 $31.91 348
2025 Q1 209,730,782 $6,846,792,128 +$345,017,567 $32.64 353
2024 Q4 198,692,726 $6,218,509,287 +$97,347,795 $31.28 328
2024 Q3 194,157,542 $6,629,072,858 +$294,010,109 $34.15 325
2024 Q2 186,985,222 $5,183,972,257 +$131,620,475 $27.71 305
2024 Q1 182,399,815 $4,864,592,048 +$380,511,994 $26.66 279
2023 Q4 168,216,668 $4,302,854,923 +$27,482,275 $25.56 272
2023 Q3 167,983,350 $3,635,786,171 +$319,847,494 $21.63 266
2023 Q2 153,112,807 $3,608,569,818 +$4,136,772 $23.54 261
2023 Q1 151,334,454 $3,762,398,782 +$245,839,096 $24.85 245
2022 Q4 143,451,292 $3,369,242,199 +$147,282,729 $23.47 227
2022 Q3 140,301,213 $2,732,002,023 -$18,643,703 $19.45 222
2022 Q2 131,300,683 $2,823,761,646 +$65,811,888 $21.49 218
2022 Q1 134,466,601 $3,422,332,492 +$228,596,016 $25.30 223
2021 Q4 125,170,562 $3,610,248,118 +$226,897,305 $28.83 210
2021 Q3 117,192,429 $3,277,705,075 -$66,389,173 $27.92 200
2021 Q2 119,647,436 $3,237,714,054 +$198,289,310 $27.04 190
2021 Q1 112,452,903 $2,570,708,243 +$84,769,846 $22.83 181
2020 Q4 108,907,670 $2,308,876,028 +$19,594,821 $21.20 185
2020 Q3 107,934,328 $1,976,887,563 +$161,902,347 $18.32 183
2020 Q2 99,619,462 $1,480,225,348 +$17,658,464 $14.84 183
2020 Q1 99,062,854 $1,295,219,098 +$83,941,141 $13.06 165
2019 Q4 88,538,093 $2,197,488,826 +$188,737,066 $24.81 190
2019 Q3 80,994,822 $1,855,357,116 +$719,858,157 $22.91 161
2019 Q2 49,824,858 $997,878,765 +$28,686,249 $20.04 138
2019 Q1 48,647,183 $949,896,461 +$275,187,931 $19.52 132
2018 Q4 43,052,358 $595,911,256 -$10,886,639 $13.84 92
2018 Q3 34,492,158 $490,071,478 -$26,122,245 $14.19 77
2018 Q2 36,559,201 $495,009,000 +$495,009,059 $13.54 63