Essential Properties RealtyEPRT
13F holders, Q1 2024 (March 31)285holders
6famous investors
$26.67avg. 13F price*
At the end of Q1 2024, 285 institutions reported holding Essential Properties Realty (EPRT) in their 13F filings. The largest holders were BlackRock Inc. ($824.0M), Vanguard Group Inc. ($676.6M) and Wellington Management Group LLP ($273.2M). 6 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Essential Properties Realty
- CUSIP
- 29670E107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $178.2M |
| Exits | 27 | $49.8M |
Ownership 285 holders
| BlackRock Inc. | 0.02% | Add +1.8% | 30,909,027 | $824.0M |
| Vanguard Group Inc. | 0.01% | Add +4.4% | 25,377,389 | $676.6M |
| Wellington Management Group LLP | 0.05% | Add +3.2% | 10,248,742 | $273.2M |
| State Street Corp. | 0.01% | Reduce -7.9% | 9,194,310 | $247.7M |
| Morgan Stanley | 0.01% | Add +2.9% | 6,959,615 | $185.5M |
| Deutsche Bank AG | 0.08% | Add +0.2% | 6,354,245 | $169.4M |
| T. Rowe Price Investment Management, Inc. | 0.07% | Add +14.4% | 4,555,969 | $121.5M |
| Geode Capital Management, LLC | 0.01% | Add +2.5% | 3,798,493 | $101.3M |
| FMR LLC | 0.01% | Reduce -2.2% | 3,777,603 | $100.7M |
| Prudential Financial Inc. | 0.13% | Add +39.9% | 3,479,309 | $92.8M |
| Invesco Ltd. | 0.02% | Reduce -29.1% | 3,411,946 | $91.0M |
| Principal Financial Group Inc. | 0.04% | Add +7.5% | 2,697,079 | $71.9M |
| Norges Bank | 0.01% | Add +42.2% | 2,688,225 | $71.7M |
| Resolution Capital Ltd | 1.27% | New | 2,670,100 | $71.2M |
| Macquarie Group Ltd. | 0.08% | Add +1480.2% | 2,553,492 | $68.1M |
| Alyeska Investment Group, L.P. | 0.42% | Add +103.0% | 2,528,349 | $67.4M |
| Russell Investments Group, Ltd. | 0.10% | Reduce -5.2% | 2,478,660 | $66.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.8% | 2,315,589 | $61.7M |
| Dimensional Fund Advisors LP | 0.02% | Add +3.8% | 2,311,631 | $61.6M |
| Nuveen Asset Management, LLC | 0.02% | Add +51.3% | 2,300,749 | $61.6M |
| Millennium Management | 0.05% | Add +72.2% | 2,131,537 | $56.8M |
| American Century Companies Inc. | 0.04% | Add +25.9% | 2,091,212 | $55.8M |
| Northern Trust Corp. | 0.01% | Reduce -4.4% | 1,885,423 | $50.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -6.0% | 1,797,082 | $47.9M |
| Brown Advisory Inc. | 0.06% | Add +2.1% | 1,620,702 | $43.2M |
| GRS Advisors, LLC | 5.36% | New | 1,498,462 | $39.9M |
| Victory Capital Management Inc. | 0.04% | Add +34.9% | 1,483,760 | $39.6M |
| JPMorgan Chase & Co. | 0.00% | Add +27.1% | 1,449,546 | $38.6M |
| Legal & General Group Plc | 0.01% | Reduce -0.6% | 1,445,880 | $38.5M |
| Citadel Advisors | 0.04% | Reduce -2.4% | 1,381,348 | $36.8M |
| Marshall Wace, LLP | 0.06% | Add +57.7% | 1,360,133 | $36.3M |
| Heitman Real Estate Securities LLC | 1.98% | Add +24.2% | 1,301,587 | $34.7M |
| ExodusPoint Capital Management, LP | 0.42% | Add +118.4% | 1,275,442 | $34.0M |
| Thrivent Financial for Lutherans | 0.07% | Add +18.3% | 1,274,702 | $34.0M |
| Schroder Investment Management Group | 0.04% | New | 1,202,164 | $32.0M |
| Aew Capital Management L P | 1.54% | Reduce -26.5% | 1,183,104 | $31.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -1.3% | 1,086,872 | $29.0M |
| Adage Capital Partners Gp, L.L.C. | 0.05% | Add +8.0% | 1,080,000 | $28.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +10.6% | 1,062,964 | $28.3M |
| Alliancebernstein L.P. | 0.01% | Add +12.3% | 1,031,509 | $27.5M |
| Bank of America Corp. | 0.00% | Add +70.5% | 1,005,627 | $26.8M |
| Brookfield Corp | 0.15% | Reduce -37.9% | 981,969 | $26.2M |
| London Co. of Virginia | 0.13% | Add +15.0% | 920,710 | $24.5M |
| Hazelview Securities Inc. | 4.29% | Add +112.9% | 867,585 | $22.7M |
| Cohen & Steers, Inc. | 0.04% | Reduce -29.0% | 717,627 | $19.1M |
| Sei Investments Co. | 0.03% | Add +60.4% | 715,160 | $19.1M |
| Kennedy Capital Management LLC | 0.32% | Reduce -5.4% | 574,672 | $15.3M |
| Rhumbline Advisers | 0.01% | Reduce -5.8% | 507,037 | $13.5M |
| State of Wisconsin Investment Board | 0.03% | Reduce -2.9% | 440,076 | $11.7M |
| Raymond James & Associates | 0.01% | Add +40.6% | 422,679 | $11.3M |
| Qube Research & Technologies Ltd | 0.02% | Add +1167.4% | 407,128 | $10.9M |
| Mackenzie Financial Corp. | 0.01% | Add +1115.6% | 360,510 | $9.6M |
| STRS Ohio | 0.04% | Add +13.0% | 353,260 | $9.4M |
| Burney Co./ | 0.35% | Reduce -6.0% | 347,659 | $9.3M |
| Asset Management One Co., Ltd. | 0.04% | Add +7.2% | 346,881 | $9.2M |
| Gillson Capital LP | 0.88% | New | 346,000 | $9.2M |
| Voloridge Investment Management, LLC | 0.03% | Add +79.4% | 338,140 | $9.0M |
| Voya Investment Management LLC | 0.01% | Reduce -0.3% | 332,991 | $8.9M |
| Verition Fund Management LLC | 0.10% | Reduce -34.6% | 331,269 | $8.8M |
| Fisher Asset Management | 0.00% | Reduce -9.4% | 327,000 | $8.7M |
| Wells Fargo & Company | 0.00% | Add +11.8% | 326,770 | $8.7M |
| Public Sector Pension Investment Board | 0.06% | Reduce -1.2% | 319,801 | $8.5M |
| Swiss National Bank | 0.01% | No change | 307,500 | $8.2M |
| Nordea Investment Management AB | 0.01% | Add +51.0% | 281,275 | $7.5M |
| DekaBank Deutsche Girozentrale | 0.01% | Reduce -0.1% | 284,835 | $7.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +4.2% | 263,589 | $7.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -18.8% | 261,727 | $7.0M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.22% | Add +41.8% | 254,719 | $6.8M |
| Schonfeld Strategic Advisors LLC | 0.05% | Reduce -50.6% | 248,200 | $6.6M |
| Daiwa Securities Group Inc. | 0.04% | Add +409.2% | 241,386 | $6.4M |
| UBS Group AG | 0.00% | Add +3.6% | 237,532 | $6.3M |
| New York State Teachers Retirement System | 0.01% | Add +0.3% | 230,417 | $6.1M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -0.6% | 223,380 | $6.0M |
| Bridgeway Capital Management, LLC | 0.12% | No change | 223,000 | $5.9M |
| Citigroup Inc. | 0.01% | Add +60.9% | 217,967 | $5.8M |
| Credit Suisse AG/ | 0.01% | Add +3.3% | 215,056 | $5.7M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +8.1% | 202,160 | $5.4M |
| First Trust Advisors LP | 0.01% | Add +53.0% | 199,674 | $5.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +32.4% | 198,123 | $5.3M |
| Seven Grand Managers, LLC | 2.34% | New | 179,500 | $4.8M |
| Stifel Financial Corp. | 0.01% | Add +0.5% | 178,598 | $4.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -4.2% | 176,250 | $4.7M |
| State of Alaska, Department of Revenue | 0.05% | Reduce -0.3% | 168,838 | $4.5M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +5.4% | 164,879 | $4.4M |
| Eagle Asset Management Inc. | 0.02% | Reduce -17.3% | 166,297 | $4.4M |
| Barclays PLC | 0.00% | Reduce -39.7% | 161,095 | $4.3M |
| B&I Capital AG | 1.34% | Reduce -34.0% | 159,144 | $4.2M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Add +31.4% | 157,731 | $4.2M |
| GSI Capital Advisors LLC | 2.46% | New | 157,073 | $4.2M |
| California State Teachers Retirement System | 0.01% | Reduce -6.0% | 156,001 | $4.2M |
| Texas Permanent School Fund Corp. | 0.03% | Add +1.3% | 136,551 | $3.6M |
| BNP Paribas Financial Markets | 0.00% | Add +0.3% | 128,001 | $3.4M |
| Nisa Investment Advisors, LLC | 0.02% | Add +5.5% | 124,061 | $3.3M |
| Ghisallo Capital Management LLC | 0.42% | Add +400.0% | 125,000 | $3.3M |
| Monashee Investment Management LLC | 0.40% | New | 125,000 | $3.3M |
| Exchange Traded Concepts, LLC | 0.08% | Add +20.0% | 122,434 | $3.3M |
| Aptus Capital Advisors, LLC | 0.07% | Add +11.8% | 122,026 | $3.3M |
| HSBC Holdings PLC | 0.00% | Add +0.7% | 112,546 | $3.0M |
| Lido Advisors, LLC | 0.03% | No change | 106,785 | $2.9M |
| Curi Capital, LLC | 0.06% | Add +12.7% | 102,700 | $2.7M |
| Franklin Resources Inc. | 0.00% | Add +14.2% | 98,410 | $2.6M |
| Natixis Advisors, LLC | 0.01% | Reduce -0.1% | 96,777 | $2.6M |
| Janus Henderson Group PLC | 0.00% | Reduce -2.7% | 96,393 | $2.6M |
| Clark Capital Management Group, Inc. | 0.02% | Add +1.9% | 96,001 | $2.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 95,716 | $2.6M |
| Federated Hermes, Inc. | 0.01% | Add +1.8% | 95,614 | $2.5M |
| Liberty Mutual Group Asset Management Inc. | 0.72% | New | 94,644 | $2.5M |
| Allstate Corp. | 0.17% | New | 92,294 | $2.5M |
| Truvestments Capital LLC | 0.93% | Add +480.4% | 90,416 | $2.4M |
| Greenland Capital Management LP | 0.40% | Reduce -55.5% | 89,955 | $2.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +12.1% | 89,877 | $2.4M |
| UniSuper Management Pty Ltd | 0.02% | Add +101.5% | 89,651 | $2.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.8% | 88,838 | $2.4M |
| Amundi | 0.00% | Reduce -8.1% | 93,609 | $2.4M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -2.9% | 85,562 | $2.3M |
| Pensionfund PDN | 1.22% | Add +10.3% | 85,500 | $2.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -5.6% | 84,499 | $2.3M |
| American International Group, Inc. | 0.01% | Reduce -0.9% | 84,163 | $2.2M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.9% | 80,352 | $2.1M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -1.0% | 77,300 | $2.1M |
| Perpetual Ltd | 0.02% | Reduce -4.8% | 74,150 | $2.0M |
| Truist Financial Corp. | 0.00% | Reduce 0.0% | 74,134 | $2.0M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -11.3% | 74,133 | $2.0M |
| Yousif Capital Management, LLC | 0.02% | Reduce -8.8% | 70,748 | $1.9M |
| Nicola Wealth Management LTD. | 0.18% | Add +65.2% | 51,161 | $1.8M |
| ClariVest Asset Management LLC | 0.19% | Reduce -0.8% | 68,370 | $1.8M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -4.8% | 67,381 | $1.8M |
| Two Sigma Investments, LP | 0.00% | Add +131.2% | 66,642 | $1.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -15.9% | 70,981 | $1.7M |
| SG Americas Securities, LLC | 0.01% | Add +298.0% | 64,417 | $1.7M |
| New York State Common Retirement Fund | 0.00% | Reduce -0.1% | 64,314 | $1.7M |
| Moran Wealth Management, LLC | 0.05% | Reduce -2.0% | 62,032 | $1.7M |
| Resona Asset Management Co.,Ltd. | 0.01% | — | 61,109 | $1.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -1.1% | 61,098 | $1.6M |
| Prelude Capital Management, LLC | 0.11% | Add +200.2% | 59,930 | $1.6M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -0.8% | 56,222 | $1.4M |
| QRG Capital Management, Inc. | 0.02% | Add +18.4% | 52,374 | $1.4M |
| M&T Bank Corp | 0.00% | Add +8.8% | 51,983 | $1.4M |
| Bank of Montreal | 0.00% | Reduce -87.6% | 50,784 | $1.4M |
| Venture Visionary Partners LLC | 0.06% | No change | 50,000 | $1.3M |
| Amalgamated Bank | 0.01% | Reduce -16.0% | 49,656 | $1.3M |
| Boothbay Fund Management, LLC | 0.04% | Add +64.0% | 48,044 | $1.3M |
| Capstone Investment Advisors, LLC | 0.04% | Add +206.7% | 46,000 | $1.2M |
| Pictet Asset Management Holding SA | 0.00% | Add +5.8% | 44,890 | $1.2M |
| Campbell & CO Investment Adviser LLC | 0.10% | Reduce -9.8% | 44,146 | $1.2M |
| Quantbot Technologies LP | 0.07% | Reduce -56.8% | 43,594 | $1.2M |
| Arizona State Retirement System | 0.01% | Reduce -1.7% | 42,879 | $1.1M |
| Jackson Creek Investment Advisors LLC | 0.41% | New | 42,611 | $1.1M |
| Pensionfund Sabic | 0.34% | Add +26.9% | 42,500 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -8.5% | 41,786 | $1.1M |
| Royal Bank of Canada | 0.00% | Reduce -54.7% | 40,372 | $1.1M |
| Cornercap Investment Counsel Inc. | 0.16% | No change | 39,434 | $1.1M |
| Susquehanna Fundamental Investments, LLC | 0.05% | New | 37,601 | $1.0M |
| Los Angeles Capital Management LLC | 0.00% | Reduce -14.5% | 36,279 | $967K |
| Osaic Holdings, Inc. | 0.00% | Reduce -24.8% | 36,203 | $965K |
| Massachusetts Financial Services Co. | 0.00% | Add +2.2% | 34,342 | $916K |
| Teacher Retirement System of Texas | 0.01% | Reduce -44.4% | 34,277 | $914K |
| Handelsbanken Fonder AB | 0.00% | No change | 34,000 | $906K |
| Wakefield Asset Management LLLP | 0.30% | Add +0.5% | 32,677 | $872K |
| ProShare Advisors LLC | 0.00% | Add +7.4% | 31,457 | $839K |
| Bailard, Inc. | 0.02% | Add +18.9% | 31,453 | $839K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -25.3% | 33,293 | $827K |
| Susquehanna Portfolio Strategies, LLC | 0.02% | Reduce -72.9% | 30,051 | $801K |
| Adelante Capital Management LLC | 0.05% | New | 29,475 | $786K |
| Perennial Investment Advisors, LLC | 0.12% | Reduce -0.3% | 29,143 | $777K |
| Mariner, LLC | 0.00% | Add +7.7% | 28,112 | $749K |
| HRT Financial LP | 0.00% | Reduce -67.8% | 27,834 | $742K |
| Aberdeen Group plc | 0.00% | Reduce -3.9% | 27,521 | $734K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -1.6% | 26,879 | $717K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | No change | 26,412 | $704K |
| Point72 Asset Management | 0.00% | Add +47.7% | 25,400 | $677K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +7.3% | 23,708 | $632K |
| Brevan Howard Capital Management LP | 0.06% | New | 22,751 | $607K |
| Fox Run Management, L.L.C. | 0.13% | Add +3.4% | 22,596 | $602K |
| Van Eck Associates Corp. | 0.00% | Add +2.3% | 22,374 | $596K |
| Sit Investment Associates Inc. | 0.01% | No change | 21,975 | $586K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +14.0% | 21,813 | $582K |
| Allianz Asset Management GmbH | 0.00% | Add +4.5% | 21,100 | $563K |
| Atom Investors LP | 0.07% | New | 21,004 | $560K |
| MML Investors Services, LLC | 0.00% | Add +5.5% | 20,072 | $535K |
| Selective Wealth Management, Inc. | 0.23% | New | 20,873 | $528K |
| First Hawaiian Bank | 0.02% | No change | 19,590 | $522K |
| Centersquare Investment Management LLC | 0.01% | Add +25.8% | 19,600 | $516K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +2.6% | 19,041 | $508K |
| Praxis Investment Management Inc. | 0.03% | No change | 18,920 | $504K |
| HGI Capital Management, LLC | 0.54% | Add +62.7% | 18,859 | $503K |
| Henshaw Capital LLC | 0.02% | New | 17,940 | $478K |
| Cipher Capital LP | 0.22% | New | 17,836 | $476K |
| LPL Financial LLC | 0.00% | Add +22.0% | 17,517 | $467K |
| Corient Private Wealth LP | 0.00% | Add +1.4% | 17,355 | $463K |
| Jump Financial, LLC | 0.01% | Reduce -78.7% | 16,641 | $444K |
| Gotham Asset Management | 0.01% | Add +7.3% | 16,301 | $435K |
| Foundry Partners, LLC | 0.02% | Reduce -7.8% | 15,831 | $422K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 15,825 | $422K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.7% | 15,567 | $415K |
| Glenmede Trust Co. NA | 0.00% | Add +2.8% | 15,233 | $406K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -2.4% | 14,771 | $394K |
| Wexford Capital LP | 0.08% | New | 14,545 | $388K |
| Jane Street Group, LLC | 0.00% | Reduce -73.1% | 14,199 | $379K |
| Versor Investments LP | 0.07% | Reduce -5.5% | 13,628 | $363K |
| Metropolitan Life Insurance Co | 0.02% | Reduce -5.8% | 13,016 | $347K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +5.3% | 12,879 | $343K |
| Hohimer Wealth Management, LLC | 0.08% | New | 12,732 | $339K |
| Bridgefront Capital, LLC | 0.25% | Add +25.0% | 12,098 | $323K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 11,829 | $319K |
| Cetera Investment Advisers | 0.00% | New | 11,910 | $318K |
| AQR Capital Management | 0.00% | Add +32.4% | 11,528 | $307K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -0.6% | 11,333 | $302K |
| Virtu Financial LLC | 0.02% | New | 10,889 | $290K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.2% | 10,796 | $288K |
| Creative Planning | 0.00% | Reduce -1.4% | 10,765 | $287K |
| Metis Global Partners, LLC | 0.01% | Add +2.2% | 10,567 | $282K |
| Pursue Wealth Partners LLC | 0.17% | New | 10,560 | $282K |
| Xponance LLC | 0.00% | Reduce -11.9% | 10,558 | $281K |
| Naviter Wealth, LLC | 0.05% | New | 10,350 | $279K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.7% | 10,078 | $269K |
| NJ State Employees Deferred Compensation Plan | 0.03% | No change | 10,000 | $267K |
| Squarepoint Ops LLC | 0.00% | Add +3.1% | 9,981 | $266K |
| CIBC Asset Management Inc | 0.00% | Reduce -5.1% | 9,901 | $264K |
| Renaissance Group LLC | 0.01% | Add +0.6% | 9,514 | $254K |
| Vanderbilt University | 0.05% | New | 9,477 | $253K |
| Cetera Trust Company, N.A | 0.15% | No change | 9,425 | $251K |
| Pathstone Holdings, LLC | 0.00% | Add +16.3% | 9,238 | $247K |
| Covestor Ltd | 0.15% | Add +0.3% | 9,068 | $242K |
| Profund Advisors LLC | 0.01% | Reduce -12.7% | 8,712 | $232K |
| Graham Capital Management, L.P. | 0.01% | New | 8,505 | $227K |
| Lazard Asset Management LLC | 0.00% | Reduce -17.4% | 7,464 | $198K |
| Virtus Advisers, LLC | 0.10% | Reduce -22.1% | 6,980 | $186K |
| Quadrant Capital Group LLC | 0.01% | No change | 6,567 | $175K |
| State of Wyoming | 0.02% | Add +47.5% | 4,779 | $127K |
| US Bancorp \de | 0.00% | Reduce -1.8% | 4,198 | $112K |
| KBC Group NV | 0.00% | No change | 3,674 | $98K |
| Signaturefd, LLC | 0.00% | Reduce -2.9% | 2,419 | $64K |
| M&R Capital Management Inc. | 0.02% | Add +0.1% | 2,370 | $63K |
| CIBC Private Wealth Group LLC | 0.00% | New | 2,000 | $52K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -95.9% | 1,763 | $47K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -21.1% | 1,704 | $45K |
| Heritage Wealth Advisors | 0.00% | Add +29.2% | 1,550 | $41K |
| Principal Securities, Inc. | 0.00% | Add +19.5% | 1,451 | $39K |
| AlphaQuest LLC | 0.01% | New | 1,235 | $33K |
| Simplex Trading, LLC | 0.00% | New | 1,162 | $30K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.5% | 1,125 | $29K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 1,056 | $27K |
| GAMMA Investing LLC | 0.00% | Add +49.1% | 899 | $24K |
| Advisors Asset Management, Inc. | 0.00% | New | 849 | $23K |
| Versant Capital Management, Inc | 0.01% | Reduce -2.6% | 819 | $22K |
| Allworth Financial LP | 0.00% | Add +3.6% | 742 | $20K |
| Bell Investment Advisors, Inc | 0.00% | Add +7.0% | 584 | $16K |
| Cwm, LLC | 0.00% | Reduce -20.2% | 558 | $15K |
| Lindbrook Capital, LLC | 0.00% | No change | 510 | $14K |
| North Star Investment Management Corp. | 0.00% | No change | 500 | $13K |
| Spire Wealth Management | 0.00% | No change | 500 | $13K |
| PEAK6 Investments LLC | 0.00% | Reduce -93.4% | 489 | $13K |
| GW&K Investment Management, LLC | 0.00% | No change | 490 | $13K |
| SYSTM Wealth Solutions LLC | 0.00% | Add +14.6% | 439 | $12K |
| Wiser Advisor Group LLC | 0.02% | Add +0.9% | 434 | $12K |
| TD Private Client Wealth LLC | 0.00% | Reduce -19.3% | 434 | $12K |
| Leonteq Securities AG | 0.00% | New | 400 | $11K |
| Tucker Asset Management LLC | 0.00% | New | 386 | $10K |
| Fifth Third Bancorp | 0.00% | Add +10.1% | 370 | $10K |
| Avior Wealth Management, LLC | 0.00% | New | 366 | $10K |
| Smartleaf Asset Management LLC | 0.00% | New | 334 | $9K |
| Harbor Investment Advisory, LLC | 0.00% | Add +25.9% | 326 | $9K |
| Creekmur Asset Management LLC | 0.00% | Add +0.0% | 325 | $9K |
| LGT Financial Advisors LLC | 0.01% | No change | 313 | $8K |
| Bessemer Group Inc. | 0.00% | Add +161.8% | 288 | $8K |
| RFP Financial Group LLC | 0.00% | No change | 259 | $7K |
| Richardson Financial Services Inc. | 0.00% | Reduce -1.9% | 252 | $7K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 234 | $6K |
| Parallel Advisors, LLC | 0.00% | No change | 217 | $6K |
| Clearstead Advisors, LLC | 0.00% | No change | 173 | $5K |
| Quarry LP | 0.00% | New | 168 | $4K |
| Global Retirement Partners, LLC | 0.00% | Reduce -3.5% | 164 | $4K |
| Key Financial Inc | 0.00% | No change | 152 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 106 | $3K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +178.1% | 89 | $2K |
| Valley National Advisers Inc. | 0.00% | Add +16.7% | 105 | $2K |
| UMB Bank, n.a. | 0.00% | New | 68 | $2K |
| Parkside Financial Bank & Trust | 0.00% | No change | 47 | $1K |
| Denali Advisors LLC | 0.00% | No change | 38 | $1K |
| Avion Wealth | 0.00% | New | 20 | $1K |
| Lanark Financial, Inc. | 0.00% | Reduce -28.9% | 69 | $1K |
| Horizon Investments, LLC | 0.00% | Add +150.0% | 25 | $666 |
| Abound Wealth Management | 0.00% | Reduce -74.4% | 21 | $560 |
| Rothschild Investment LLC | 0.00% | New | 15 | $400 |
"% of holder's portfolio" is EPRT's weight in each manager's 13F, not the share of Essential Properties Realty the manager owns.