Essential Properties RealtyEPRT
13F holders, Q2 2024 (June 30)308holders +23
44new positions
22sold out
6famous investors
$27.73avg. 13F price*
At the end of Q2 2024, 308 institutions reported holding Essential Properties Realty (EPRT) in their 13F filings, up 23 from Q1 2024. 44 opened new positions and 22 sold out. The largest holders were BlackRock Inc. ($933.2M), Vanguard Group Inc. ($748.0M) and State Street Corp. ($278.1M). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Essential Properties Realty
- CUSIP
- 29670E107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $109.4M |
| Exits | 22 | $48.5M |
All 13F filers, Q1 2024 → Q2 2024: 17,738,183 shares bought and 13,133,995 shares sold, net +4,604,188 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 308 holders
| BlackRock Inc. | 0.02% | Add +9.0% | 33,677,770 | $933.2M |
| Vanguard Group Inc. | 0.01% | Add +6.4% | 26,995,544 | $748.0M |
| State Street Corp. | 0.01% | Add +8.1% | 9,936,594 | $278.1M |
| Wellington Management Group LLP | 0.05% | Reduce -3.5% | 9,887,622 | $274.0M |
| Morgan Stanley | 0.01% | Reduce -9.8% | 6,275,107 | $173.9M |
| Deutsche Bank AG | 0.07% | Reduce -10.3% | 5,697,856 | $157.9M |
| T. Rowe Price Investment Management, Inc. | 0.08% | Add +4.1% | 4,741,341 | $131.4M |
| Geode Capital Management, LLC | 0.01% | Add +14.5% | 4,349,995 | $120.6M |
| FMR LLC | 0.01% | Add +7.5% | 4,062,199 | $112.6M |
| Prudential Financial Inc. | 0.16% | Add +10.7% | 3,850,336 | $106.7M |
| Invesco Ltd. | 0.02% | Reduce -5.1% | 3,236,409 | $89.7M |
| Norges Bank | 0.01% | Add +9.1% | 2,931,887 | $81.2M |
| Macquarie Group Ltd. | 0.09% | Add +6.2% | 2,712,733 | $75.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +16.1% | 2,688,164 | $74.5M |
| Principal Financial Group Inc. | 0.04% | Reduce -1.6% | 2,654,841 | $73.6M |
| Resolution Capital Ltd | 1.34% | Reduce -3.4% | 2,579,887 | $71.5M |
| Dimensional Fund Advisors LP | 0.02% | Add +11.4% | 2,575,683 | $71.4M |
| Russell Investments Group, Ltd. | 0.10% | Reduce -11.9% | 2,182,497 | $60.5M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -6.9% | 2,141,697 | $59.4M |
| American Century Companies Inc. | 0.04% | Reduce -0.6% | 2,079,302 | $57.6M |
| Bank of New York Mellon Corp | 0.01% | Add +9.4% | 1,966,304 | $54.5M |
| Northern Trust Corp. | 0.01% | Add +1.4% | 1,912,156 | $53.0M |
| Massachusetts Financial Services Co. | 0.02% | Add +5380.1% | 1,881,960 | $52.1M |
| Thrivent Financial for Lutherans | 0.09% | Add +29.2% | 1,646,742 | $45.6M |
| Brown Advisory Inc. | 0.06% | Add +0.2% | 1,624,359 | $45.0M |
| Millennium Management | 0.04% | Reduce -29.1% | 1,510,930 | $41.9M |
| JPMorgan Chase & Co. | 0.00% | Add +3.2% | 1,496,308 | $41.5M |
| Victory Capital Management Inc. | 0.04% | Reduce -4.1% | 1,423,194 | $39.4M |
| Legal & General Group Plc | 0.01% | Reduce -3.4% | 1,396,672 | $38.7M |
| ExodusPoint Capital Management, LP | 0.37% | Reduce -3.2% | 1,234,236 | $34.2M |
| Heitman Real Estate Securities LLC | 1.99% | Reduce -12.8% | 1,134,655 | $31.4M |
| Alyeska Investment Group, L.P. | 0.18% | Reduce -56.7% | 1,095,904 | $30.4M |
| London Co. of Virginia | 0.17% | Add +18.9% | 1,094,949 | $30.3M |
| Bank of America Corp. | 0.00% | Add +6.4% | 1,069,710 | $29.6M |
| Alliancebernstein L.P. | 0.01% | Add +0.3% | 1,034,611 | $28.7M |
| Aew Capital Management L P | 1.38% | Reduce -13.0% | 1,029,004 | $28.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -8.6% | 993,533 | $27.5M |
| Balyasny Asset Management L.P. | 0.07% | New | 980,855 | $27.2M |
| Qube Research & Technologies Ltd | 0.05% | Add +126.7% | 923,013 | $25.6M |
| Citadel Advisors | 0.03% | Reduce -35.2% | 894,610 | $24.8M |
| Brookfield Corp | 0.15% | Reduce -10.0% | 883,534 | $24.5M |
| APG Asset Management US Inc. | 0.12% | New | 775,000 | $21.3M |
| Sei Investments Co. | 0.03% | Reduce -6.0% | 672,192 | $18.6M |
| Voloridge Investment Management, LLC | 0.07% | Add +98.2% | 670,292 | $18.6M |
| GRS Advisors, LLC | 2.11% | Reduce -55.8% | 661,806 | $18.3M |
| Hazelview Securities Inc. | 3.45% | Reduce -24.6% | 654,534 | $18.2M |
| Cohen & Steers, Inc. | 0.04% | Reduce -9.2% | 651,940 | $18.1M |
| Rhumbline Advisers | 0.01% | Add +11.8% | 566,687 | $15.7M |
| Kennedy Capital Management LLC | 0.33% | Reduce -3.9% | 552,054 | $15.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +106.2% | 539,611 | $15.0M |
| Marshall Wace, LLP | 0.02% | Reduce -61.4% | 525,435 | $14.6M |
| Neuberger Berman Group LLC | 0.01% | New | 487,275 | $13.5M |
| Tudor Investment Corporation | 0.14% | New | 460,198 | $12.8M |
| State of Wisconsin Investment Board | 0.03% | Reduce -0.9% | 436,245 | $12.1M |
| Nisa Investment Advisors, LLC | 0.08% | Add +244.3% | 427,118 | $12.0M |
| Public Sector Pension Investment Board | 0.07% | Add +20.6% | 385,730 | $10.7M |
| Raymond James & Associates | 0.01% | Reduce -10.8% | 377,245 | $10.5M |
| Danske Bank A/S | 0.04% | New | 377,046 | $10.4M |
| Eagle Asset Management Inc. | 0.05% | Add +116.7% | 360,357 | $9.9M |
| Asset Management One Co., Ltd. | 0.04% | Add +0.6% | 348,928 | $9.7M |
| Swiss National Bank | 0.01% | Add +8.4% | 333,300 | $9.2M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +25.2% | 329,972 | $9.2M |
| Daiwa Securities Group Inc. | 0.05% | Add +36.6% | 329,782 | $9.1M |
| Fisher Asset Management | 0.00% | Add +0.5% | 328,650 | $9.1M |
| STRS Ohio | 0.04% | Reduce -7.4% | 327,060 | $9.1M |
| Verition Fund Management LLC | 0.08% | Reduce -1.4% | 326,716 | $9.1M |
| Wells Fargo & Company | 0.00% | Reduce -1.9% | 320,441 | $8.9M |
| Gillson Capital LP | 0.83% | Reduce -10.3% | 310,300 | $8.6M |
| Amundi | 0.00% | Add +209.7% | 289,937 | $8.1M |
| Voya Investment Management LLC | 0.01% | Reduce -13.9% | 286,756 | $7.9M |
| Jane Street Group, LLC | 0.01% | Add +1868.4% | 279,495 | $7.7M |
| Jupiter Asset Management Ltd. | 0.07% | New | 262,521 | $7.3M |
| DekaBank Deutsche Girozentrale | 0.01% | Reduce -6.9% | 265,137 | $7.1M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.21% | No change | 254,719 | $7.1M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Reduce -76.8% | 250,000 | $6.9M |
| Public Employees Retirement System of Ohio | 0.03% | Add +11.4% | 248,851 | $6.9M |
| Nordea Investment Management AB | 0.01% | Reduce -13.1% | 244,365 | $6.8M |
| New York State Teachers Retirement System | 0.01% | Add +1.8% | 234,570 | $6.5M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +13.4% | 229,360 | $6.4M |
| Bridgeway Capital Management, LLC | 0.14% | Add +0.3% | 223,600 | $6.2M |
| Susquehanna Fundamental Investments, LLC | 0.13% | Add +443.9% | 204,511 | $5.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -80.9% | 203,476 | $5.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.6% | 201,201 | $5.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +9.6% | 193,228 | $5.4M |
| State of Alaska, Department of Revenue | 0.06% | Add +10.8% | 187,114 | $5.2M |
| Federated Hermes, Inc. | 0.01% | Add +87.8% | 179,539 | $5.0M |
| Stifel Financial Corp. | 0.01% | Add +0.2% | 178,991 | $5.0M |
| Citigroup Inc. | 0.00% | Reduce -21.9% | 170,223 | $4.7M |
| California State Teachers Retirement System | 0.01% | Add +6.2% | 165,704 | $4.6M |
| GSI Capital Advisors LLC | 2.59% | Add +1.0% | 158,620 | $4.4M |
| Teachers Retirement System of the State of Kentucky | 0.04% | No change | 157,731 | $4.4M |
| Knights of Columbus Asset Advisors LLC | 0.28% | New | 153,795 | $4.3M |
| Aptus Capital Advisors, LLC | 0.08% | Add +24.8% | 152,251 | $4.2M |
| HSBC Holdings PLC | 0.00% | Add +34.0% | 150,818 | $4.2M |
| Franklin Resources Inc. | 0.00% | Add +49.2% | 146,834 | $4.1M |
| B&I Capital AG | 1.29% | Reduce -8.7% | 145,344 | $4.0M |
| Barclays PLC | 0.00% | Reduce -15.4% | 136,292 | $3.8M |
| Two Sigma Investments, LP | 0.01% | Add +97.9% | 131,863 | $3.7M |
| Seven Grand Managers, LLC | 1.56% | Reduce -30.4% | 125,000 | $3.5M |
| UBS Group AG | 0.00% | Reduce -47.9% | 123,655 | $3.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +17.4% | 112,326 | $3.1M |
| Lido Advisors, LLC | 0.02% | Add +0.1% | 106,908 | $3.0M |
| MetLife Investment Management, LLC | 0.02% | Add +32.6% | 106,514 | $3.0M |
| Exchange Traded Concepts, LLC | 0.07% | Reduce -15.7% | 103,209 | $2.9M |
| Curi Capital, LLC | 0.07% | No change | 102,700 | $2.8M |
| Corebridge Financial, Inc. | 0.02% | — | 101,769 | $2.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +13.2% | 101,710 | $2.8M |
| Clark Capital Management Group, Inc. | 0.02% | Add +5.5% | 101,251 | $2.8M |
| Allstate Corp. | 0.23% | Add +9.3% | 100,852 | $2.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +12.6% | 100,028 | $2.8M |
| Truvestments Capital LLC | 1.06% | Add +6.0% | 95,817 | $2.7M |
| UniSuper Management Pty Ltd | 0.02% | Add +5.0% | 94,151 | $2.6M |
| GW&K Investment Management, LLC | 0.02% | Add +19075.5% | 93,960 | $2.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +8.5% | 91,712 | $2.5M |
| Janus Henderson Group PLC | 0.00% | Reduce -5.0% | 91,551 | $2.5M |
| Greenland Capital Management LP | 0.53% | Reduce -0.5% | 89,500 | $2.5M |
| Louisiana State Employees Retirement System | 0.05% | Add +14.1% | 88,200 | $2.4M |
| Natixis Advisors, LLC | 0.01% | Reduce -9.0% | 88,027 | $2.4M |
| Pensionfund PDN | 1.26% | No change | 85,500 | $2.4M |
| Liberty Mutual Group Asset Management Inc. | 0.35% | Reduce -10.0% | 85,188 | $2.4M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -4.0% | 82,127 | $2.3M |
| First Trust Advisors LP | 0.00% | Reduce -58.9% | 82,052 | $2.3M |
| Burney Co./ | 0.08% | Reduce -77.0% | 80,068 | $2.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | — | 79,723 | $2.2M |
| Truist Financial Corp. | 0.00% | Add +6.1% | 78,649 | $2.2M |
| Jump Financial, LLC | 0.04% | Add +365.8% | 77,510 | $2.1M |
| New York State Common Retirement Fund | 0.00% | Add +14.6% | 73,731 | $2.0M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -1.2% | 73,240 | $2.0M |
| Resona Asset Management Co.,Ltd. | 0.01% | Add +17.2% | 71,631 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -56.9% | 71,068 | $2.0M |
| Yousif Capital Management, LLC | 0.02% | Reduce -0.5% | 70,399 | $2.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +12.3% | 68,593 | $1.9M |
| ClariVest Asset Management LLC | 0.19% | Add +0.2% | 68,488 | $1.9M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 67,381 | $1.9M |
| Bank of Montreal | 0.00% | Add +30.2% | 66,108 | $1.8M |
| QRG Capital Management, Inc. | 0.02% | Add +21.8% | 63,787 | $1.8M |
| Ghisallo Capital Management LLC | 0.15% | Reduce -50.0% | 62,500 | $1.7M |
| Maryland State Retirement & Pension System | 0.03% | Add +8.7% | 61,122 | $1.7M |
| FJ Capital Management LLC | 0.18% | New | 61,079 | $1.7M |
| Moran Wealth Management, LLC | 0.06% | Reduce -2.8% | 60,279 | $1.7M |
| BNP Paribas Financial Markets | 0.00% | Reduce -56.5% | 55,705 | $1.5M |
| Allianz Asset Management GmbH | 0.00% | Add +153.6% | 53,500 | $1.5M |
| Amalgamated Bank | 0.01% | Add +7.7% | 53,478 | $1.5M |
| Nicola Wealth Management LTD. | 0.13% | Reduce -25.8% | 37,961 | $1.4M |
| Pictet Asset Management Holding SA | 0.00% | Add +13.7% | 51,050 | $1.4M |
| Venture Visionary Partners LLC | 0.06% | No change | 50,000 | $1.4M |
| Perpetual Ltd | 0.01% | Reduce -33.2% | 49,530 | $1.4M |
| Royal Bank of Canada | 0.00% | Add +22.7% | 49,536 | $1.4M |
| M&T Bank Corp | 0.00% | Reduce -8.1% | 47,777 | $1.3M |
| Arizona State Retirement System | 0.01% | Add +10.6% | 47,423 | $1.3M |
| Two Sigma Advisers, LP | 0.00% | New | 45,300 | $1.3M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +33.8% | 44,543 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +1.9% | 42,586 | $1.2M |
| Jackson Creek Investment Advisors LLC | 0.43% | Reduce -0.2% | 42,543 | $1.2M |
| Pensionfund Sabic | 0.35% | No change | 42,500 | $1.2M |
| Vanderbilt University | 0.25% | Add +347.6% | 42,416 | $1.2M |
| IFM Investors Pty Ltd | 0.01% | New | 40,487 | $1.1M |
| Cornercap Investment Counsel Inc. | 0.18% | Reduce -0.9% | 39,075 | $1.1M |
| Prelude Capital Management, LLC | 0.09% | Reduce -35.5% | 38,624 | $1.1M |
| Mackenzie Financial Corp. | 0.00% | Reduce -89.5% | 37,715 | $1.0M |
| Atom Investors LP | 0.10% | Add +76.0% | 36,967 | $1.0M |
| Los Angeles Capital Management LLC | 0.00% | Reduce -2.5% | 35,379 | $980K |
| Teacher Retirement System of Texas | 0.01% | Add +2.9% | 35,269 | $977K |
| SG Americas Securities, LLC | 0.01% | Reduce -45.7% | 35,003 | $970K |
| Campbell & CO Investment Adviser LLC | 0.08% | Reduce -22.7% | 34,141 | $946K |
| Handelsbanken Fonder AB | 0.00% | Add +0.3% | 34,100 | $945K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +24.6% | 32,895 | $912K |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -86.9% | 32,420 | $898K |
| Wakefield Asset Management LLLP | 0.31% | Reduce -1.4% | 32,218 | $893K |
| Aberdeen Group plc | 0.00% | Add +16.8% | 32,134 | $890K |
| Bailard, Inc. | 0.02% | No change | 31,453 | $872K |
| Susquehanna Portfolio Strategies, LLC | 0.03% | No change | 30,051 | $833K |
| Perennial Investment Advisors, LLC | 0.12% | No change | 29,143 | $808K |
| Landscape Capital Management, L.L.C. | 0.07% | New | 29,141 | $807K |
| Mutual of America Capital Management LLC | 0.01% | Add +7.2% | 28,813 | $798K |
| Mariner, LLC | 0.00% | Add +1.2% | 28,444 | $788K |
| Adelante Capital Management LLC | 0.06% | Reduce -7.2% | 27,347 | $758K |
| Van Eck Associates Corp. | 0.00% | Add +20.0% | 26,843 | $744K |
| AlphaQuest LLC | 0.10% | Add +2055.1% | 26,615 | $738K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +4.1% | 24,673 | $684K |
| ProShare Advisors LLC | 0.00% | Reduce -22.4% | 24,408 | $676K |
| Alpine Global Management, LLC | 0.13% | New | 24,282 | $673K |
| Tidal Investments LLC | 0.01% | New | 23,941 | $663K |
| First Hawaiian Bank | 0.02% | Add +19.0% | 23,312 | $646K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +21.9% | 23,207 | $643K |
| Sheaff Brock Investment Advisors, LLC | 0.06% | New | 22,553 | $625K |
| Sanctuary Advisors, LLC | 0.00% | — | 24,218 | $622K |
| Sit Investment Associates Inc. | 0.01% | No change | 21,975 | $609K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -1.0% | 21,599 | $599K |
| LPL Financial LLC | 0.00% | Add +22.7% | 21,488 | $595K |
| MML Investors Services, LLC | 0.00% | Add +7.0% | 21,478 | $595K |
| Selective Wealth Management, Inc. | 0.26% | Add +1.1% | 21,106 | $588K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +1001.8% | 19,424 | $538K |
| Foundry Partners, LLC | 0.03% | Add +21.3% | 19,209 | $532K |
| Centersquare Investment Management LLC | 0.01% | Reduce -5.9% | 18,450 | $511K |
| Henshaw Capital LLC | 0.02% | Add +2.0% | 18,295 | $507K |
| AQR Capital Management | 0.00% | Add +56.5% | 18,047 | $500K |
| Praxis Investment Management Inc. | 0.03% | No change | 18,920 | $498K |
| HighTower Advisors, LLC | 0.00% | New | 17,823 | $498K |
| Corient Private Wealth LP | 0.00% | Add +1.3% | 17,584 | $487K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +10.4% | 17,190 | $476K |
| Lazard Asset Management LLC | 0.00% | Add +131.0% | 17,241 | $476K |
| Algert Global LLC | 0.02% | New | 17,052 | $473K |
| Gotham Asset Management | 0.01% | Add +0.0% | 16,308 | $452K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 15,825 | $439K |
| Squarepoint Ops LLC | 0.00% | Add +57.4% | 15,714 | $435K |
| Gsa Capital Partners LLP | 0.03% | New | 15,699 | $435K |
| Glenmede Trust Co. NA | 0.00% | Add +2.3% | 15,581 | $432K |
| Inceptionr LLC | 0.12% | New | 15,241 | $422K |
| Aigen Investment Management, LP | 0.08% | New | 14,579 | $404K |
| Meritage Portfolio Management | 0.02% | New | 14,024 | $389K |
| Metis Global Partners, LLC | 0.01% | Add +31.7% | 13,919 | $386K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -6.6% | 13,802 | $382K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +6.7% | 13,741 | $380K |
| Xponance LLC | 0.00% | Add +25.0% | 13,197 | $366K |
| Creative Planning | 0.00% | Add +19.8% | 12,892 | $357K |
| Hohimer Wealth Management, LLC | 0.08% | Reduce -1.6% | 12,531 | $347K |
| United Services Automobile Association | 0.01% | New | 12,464 | $345K |
| State of Wyoming | 0.06% | Add +158.7% | 12,361 | $343K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -0.4% | 11,778 | $330K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -0.4% | 11,283 | $313K |
| Osaic Holdings, Inc. | 0.00% | Reduce -69.1% | 11,171 | $310K |
| Versor Investments LP | 0.05% | Reduce -21.3% | 10,728 | $297K |
| CIBC Asset Management Inc | 0.00% | Add +7.8% | 10,673 | $296K |
| Pursue Wealth Partners LLC | 0.16% | No change | 10,560 | $293K |
| Naviter Wealth, LLC | 0.04% | No change | 10,350 | $290K |
| Cetera Investment Advisers | 0.00% | Reduce -12.3% | 10,450 | $290K |
| Susquehanna International Group, LLP | 0.00% | New | 10,408 | $288K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.7% | 10,400 | $288K |
| Choreo, LLC | 0.00% | New | 10,453 | $287K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.7% | 10,253 | $284K |
| NJ State Employees Deferred Compensation Plan | 0.03% | No change | 10,000 | $277K |
| Renaissance Group LLC | 0.01% | Add +4.0% | 9,890 | $274K |
| Pathstone Holdings, LLC | 0.00% | Add +3.7% | 9,580 | $266K |
| Cetera Trust Company, N.A | 0.16% | No change | 9,425 | $261K |
| Kapitalo Investimentos Ltda | 0.08% | New | 9,181 | $254K |
| Profund Advisors LLC | 0.01% | Add +1.8% | 8,870 | $246K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -87.6% | 8,821 | $243K |
| Engineers Gate Manager LP | 0.01% | New | 8,185 | $227K |
| Quadrant Capital Group LLC | 0.02% | Add +22.5% | 8,046 | $223K |
| Quantbot Technologies LP | 0.01% | Reduce -81.6% | 8,020 | $222K |
| Norinchukin Bank, The | 0.01% | New | 8,014 | $222K |
| Napa Wealth Management | 0.15% | New | 7,974 | $221K |
| Covestor Ltd | 0.14% | Reduce -12.5% | 7,933 | $220K |
| Evergreen Capital Management LLC | 0.01% | New | 7,605 | $213K |
| Corton Capital Inc. | 0.11% | New | 7,651 | $212K |
| Keel Point, LLC | 0.02% | New | 6,926 | $206K |
| Cerity Partners LLC | 0.00% | New | 7,408 | $205K |
| First Trust Direct Indexing L.P. | 0.01% | New | 7,293 | $202K |
| Virtus Advisers, LLC | 0.10% | Add +1.7% | 7,099 | $197K |
| Harvest Fund Management Co., Ltd | 0.01% | New | 6,273 | $174K |
| US Bancorp \de | 0.00% | Add +40.1% | 5,881 | $163K |
| FIL Ltd | 0.00% | New | 5,572 | $154K |
| Signaturefd, LLC | 0.00% | Add +54.1% | 3,729 | $103K |
| KBC Group NV | 0.00% | No change | 3,674 | $102K |
| Tucker Asset Management LLC | 0.02% | Add +581.1% | 2,629 | $73K |
| M&R Capital Management Inc. | 0.02% | Add +0.1% | 2,372 | $66K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,000 | $57K |
| Advisors Asset Management, Inc. | 0.00% | Add +139.0% | 2,029 | $56K |
| GAMMA Investing LLC | 0.01% | Add +116.3% | 1,945 | $54K |
| Principal Securities, Inc. | 0.00% | Add +31.8% | 1,913 | $53K |
| Heritage Wealth Advisors | 0.00% | No change | 1,550 | $43K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -25.7% | 1,266 | $37K |
| Cwm, LLC | 0.00% | Add +122.9% | 1,244 | $34K |
| Quarry LP | 0.01% | Add +611.3% | 1,195 | $33K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,125 | $31K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 1,056 | $29K |
| Smartleaf Asset Management LLC | 0.00% | Add +206.3% | 1,023 | $28K |
| Asset Dedication, LLC | 0.00% | New | 980 | $27K |
| Allworth Financial LP | 0.00% | Reduce -5.8% | 699 | $22K |
| Lindbrook Capital, LLC | 0.00% | Add +52.2% | 776 | $22K |
| TD Private Client Wealth LLC | 0.00% | Add +68.2% | 730 | $20K |
| Simplex Trading, LLC | 0.00% | Reduce -40.2% | 695 | $19K |
| Bell Investment Advisors, Inc | 0.00% | Add +6.5% | 622 | $17K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 534 | $15K |
| Spire Wealth Management | 0.00% | Add +1.2% | 506 | $14K |
| North Star Investment Management Corp. | 0.00% | No change | 500 | $14K |
| Fifth Third Bancorp | 0.00% | Add +28.4% | 475 | $13K |
| Wiser Advisor Group LLC | 0.02% | Add +1.4% | 440 | $12K |
| Parallel Advisors, LLC | 0.00% | Add +97.7% | 429 | $12K |
| Blue Trust, Inc. | 0.00% | New | 419 | $11K |
| Versant Capital Management, Inc | 0.00% | Reduce -53.1% | 384 | $11K |
| SYSTM Wealth Solutions LLC | 0.00% | Reduce -13.2% | 381 | $11K |
| Arax Advisory Partners | 0.00% | New | 337 | $9K |
| LGT Financial Advisors LLC | 0.02% | No change | 313 | $9K |
| Bessemer Group Inc. | 0.00% | No change | 288 | $8K |
| RFP Financial Group LLC | 0.00% | No change | 259 | $7K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -20.6% | 259 | $7K |
| Richardson Financial Services Inc. | 0.01% | No change | 252 | $7K |
| International Assets Investment Management, LLC | 0.00% | New | 214 | $6K |
| UMB Bank, n.a. | 0.00% | Add +175.0% | 187 | $5K |
| Global Retirement Partners, LLC | 0.00% | Reduce -1.8% | 161 | $4K |
| Key Financial Inc | 0.00% | No change | 152 | $4K |
| Valley National Advisers Inc. | 0.00% | Add +9.5% | 115 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 106 | $3K |
| Rothschild Investment LLC | 0.00% | Add +400.0% | 75 | $2K |
| Stephens Consulting, LLC | 0.00% | New | 72 | $2K |
| Creekmur Asset Management LLC | 0.00% | Reduce -82.5% | 57 | $2K |
| Opal Wealth Advisors, LLC | 0.00% | New | 53 | $1K |
| Parkside Financial Bank & Trust | 0.00% | No change | 47 | $1K |
| Assetmark, Inc. | 0.00% | New | 45 | $1K |
| Lanark Financial, Inc. | 0.00% | No change | 69 | $1K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -62.9% | 33 | $912 |
| Horizon Investments, LLC | 0.00% | No change | 25 | $693 |
| Abound Wealth Management | 0.00% | No change | 21 | $582 |
| Huntington National Bank | 0.00% | New | 18 | $499 |
| Larson Financial Group LLC | 0.00% | New | 5 | $139 |
| Avion Wealth | 0.00% | No change | 20 | $0 |
"% of holder's portfolio" is EPRT's weight in each manager's 13F, not the share of Essential Properties Realty the manager owns.