Essential Properties RealtyEPRT
13F holders, Q4 2024 (December 31)331holders +2
27new positions
35sold out
7famous investors
$31.30avg. 13F price*
At the end of Q4 2024, 331 institutions reported holding Essential Properties Realty (EPRT) in their 13F filings, up 2 from Q3 2024. 27 opened new positions and 35 sold out. The largest holders were BlackRock, Inc. ($1.1B), Vanguard Group Inc. ($847.6M) and State Street Corp. ($323.5M). 7 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Essential Properties Realty
- CUSIP
- 29670E107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $70.0M |
| Exits | 35 | $20.0M |
All 13F filers, Q3 2024 → Q4 2024: 11,517,297 shares bought and 9,204,405 shares sold, net +2,312,892 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 331 holders
| BlackRock, Inc. | 0.02% | Add +0.6% | 33,793,906 | $1.1B |
| Vanguard Group Inc. | 0.01% | Reduce -0.2% | 27,095,963 | $847.6M |
| State Street Corp. | 0.01% | Add +2.1% | 10,246,841 | $323.5M |
| Wellington Management Group LLP | 0.05% | Reduce -13.0% | 8,462,184 | $264.7M |
| Cohen & Steers, Inc. | 0.35% | Reduce -14.1% | 5,898,312 | $184.5M |
| Deutsche Bank AG | 0.07% | Reduce -0.8% | 5,689,226 | $178.0M |
| Morgan Stanley | 0.01% | Reduce -4.8% | 5,663,502 | $177.2M |
| T. Rowe Price Investment Management, Inc. | 0.10% | Reduce -1.0% | 4,921,510 | $153.9M |
| Invesco Ltd. | 0.03% | Add +33.9% | 4,651,728 | $145.5M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.3% | 4,453,075 | $139.3M |
| FMR LLC | 0.01% | Add +6.9% | 4,422,710 | $138.3M |
| Prudential Financial Inc. | 0.16% | Reduce -7.7% | 3,626,345 | $113.4M |
| Principal Financial Group Inc. | 0.05% | Add +6.2% | 2,948,952 | $92.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.5% | 2,872,955 | $89.9M |
| Norges Bank | 0.01% | Add +4.3% | 2,664,347 | $83.3M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -0.5% | 2,613,911 | $81.8M |
| Macquarie Group Ltd. | 0.10% | Reduce -15.8% | 2,612,955 | $81.7M |
| Massachusetts Financial Services Co. | 0.03% | Add +1.9% | 2,550,099 | $79.8M |
| Northern Trust Corp. | 0.01% | Add +19.8% | 2,526,025 | $79.0M |
| Bank of Montreal | 0.03% | Add +237.7% | 2,100,485 | $65.7M |
| Duff & Phelps Investment Management Co. | 0.77% | Add +0.9% | 2,053,195 | $64.2M |
| JPMorgan Chase & Co. | 0.00% | Add +16.1% | 1,851,232 | $57.9M |
| Russell Investments Group, Ltd. | 0.08% | Reduce -6.0% | 1,781,866 | $55.7M |
| Alyeska Investment Group, L.P. | 0.21% | Reduce -9.7% | 1,781,710 | $55.7M |
| Citadel Advisors | 0.05% | Add +97.2% | 1,725,697 | $54.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -15.9% | 1,486,796 | $46.5M |
| Thrivent Financial for Lutherans | 0.09% | Reduce -15.4% | 1,448,314 | $45.3M |
| Heitman Real Estate Securities LLC | 2.91% | Add +26.9% | 1,445,088 | $45.2M |
| Brown Advisory Inc. | 0.06% | Reduce -13.1% | 1,416,322 | $44.3M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -7.7% | 1,402,983 | $43.9M |
| Victory Capital Management Inc. | 0.04% | Reduce -7.9% | 1,387,298 | $43.4M |
| American Century Companies Inc. | 0.02% | Reduce -3.2% | 1,307,497 | $40.9M |
| Frontier Capital Management Co. LLC | 0.37% | Add +6.7% | 1,241,446 | $38.8M |
| Millennium Management | 0.03% | Reduce -2.0% | 1,233,288 | $38.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +45.4% | 1,192,161 | $37.3M |
| Legal & General Group Plc | 0.01% | Reduce -6.3% | 1,174,321 | $36.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +4.0% | 1,130,570 | $35.4M |
| Balyasny Asset Management L.P. | 0.08% | New | 1,121,629 | $35.1M |
| London Co. of Virginia | 0.19% | Reduce -0.3% | 1,105,461 | $34.6M |
| Alliancebernstein L.P. | 0.01% | Reduce -3.1% | 967,088 | $30.3M |
| Bank of America Corp. | 0.00% | Reduce -9.9% | 963,055 | $30.1M |
| ExodusPoint Capital Management, LP | 0.31% | Add +32.1% | 956,234 | $29.9M |
| APG Asset Management US Inc. | 0.22% | Reduce -2.2% | 908,199 | $28.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -7.8% | 899,771 | $28.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.1% | 873,983 | $27.3M |
| Marshall Wace, LLP | 0.03% | Add +196.0% | 870,316 | $27.2M |
| Voloridge Investment Management, LLC | 0.09% | Reduce -10.6% | 809,637 | $25.3M |
| Neuberger Berman Group LLC | 0.02% | Reduce -5.2% | 809,313 | $25.3M |
| Resolution Capital Ltd | 0.42% | Reduce -45.4% | 752,605 | $23.5M |
| Raymond James Financial Inc. | 0.01% | — | 685,359 | $21.4M |
| Handelsbanken Fonder AB | 0.08% | Add +11.7% | 674,300 | $21.1M |
| FIL Ltd | 0.02% | Add +32343.3% | 673,524 | $21.1M |
| Hazelview Securities Inc. | 3.66% | — | 633,145 | $20.1M |
| Brookfield Corp | 0.11% | Reduce -21.4% | 591,636 | $18.5M |
| Allianz Asset Management GmbH | 0.03% | Reduce -1.6% | 551,462 | $17.2M |
| Rhumbline Advisers | 0.02% | Reduce -0.4% | 543,655 | $17.0M |
| Jain Global LLC | 0.41% | — | 437,122 | $13.7M |
| Public Sector Pension Investment Board | 0.06% | Add +17.4% | 436,812 | $13.7M |
| State of Wisconsin Investment Board | 0.04% | Reduce -3.3% | 436,691 | $13.7M |
| Barclays PLC | 0.01% | Add +37.4% | 409,365 | $12.8M |
| Kennedy Capital Management LLC | 0.28% | Reduce -7.8% | 402,073 | $12.6M |
| Jupiter Asset Management Ltd. | 0.12% | Reduce -48.4% | 392,414 | $12.3M |
| Asset Management One Co., Ltd. | 0.04% | Reduce -6.5% | 350,005 | $11.0M |
| Swiss National Bank | 0.01% | Add +0.8% | 344,800 | $10.8M |
| Daiwa Securities Group Inc. | 0.05% | Reduce -12.3% | 339,217 | $10.6M |
| Wells Fargo & Company | 0.00% | Add +6.5% | 329,380 | $10.3M |
| Fisher Asset Management | 0.00% | Reduce -0.0% | 328,650 | $10.3M |
| Amundi | 0.00% | Add +235.1% | 323,796 | $10.2M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +4.9% | 312,661 | $9.8M |
| Nisa Investment Advisors, LLC | 0.03% | Reduce -1.6% | 281,635 | $8.9M |
| Federated Hermes, Inc. | 0.02% | Reduce -2.0% | 270,399 | $8.5M |
| Citigroup Inc. | 0.01% | Add +10.7% | 269,216 | $8.4M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 265,786 | $8.2M |
| Public Employees Retirement System of Ohio | 0.03% | Add +0.8% | 252,936 | $7.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -2.4% | 238,552 | $7.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.7% | 236,689 | $7.4M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +0.5% | 236,670 | $7.4M |
| New York State Teachers Retirement System | 0.02% | No change | 234,343 | $7.3M |
| Aptus Capital Advisors, LLC | 0.09% | Add +22.4% | 233,323 | $7.3M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.21% | Reduce -7.0% | 232,509 | $7.3M |
| Capital World Investors | 0.00% | New | 229,989 | $7.2M |
| California Public Employees Retirement System | 0.00% | Add +10.1% | 226,005 | $7.1M |
| First Trust Advisors LP | 0.01% | Add +41.2% | 224,988 | $7.0M |
| Bridgeway Capital Management, LLC | 0.16% | No change | 223,600 | $7.0M |
| HSBC Holdings PLC | 0.00% | Add +54.3% | 217,975 | $6.8M |
| Susquehanna Fundamental Investments, LLC | 0.10% | — | 198,532 | $6.2M |
| Sei Investments Co. | 0.01% | Reduce -22.1% | 198,269 | $6.2M |
| State of Alaska, Department of Revenue | 0.06% | Add +0.2% | 183,648 | $5.7M |
| Voya Investment Management LLC | 0.01% | Add +173.4% | 176,755 | $5.5M |
| Stifel Financial Corp. | 0.01% | Add +0.9% | 174,026 | $5.4M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -46.8% | 166,146 | $5.2M |
| Meritage Portfolio Management | 0.32% | Reduce -2.1% | 164,915 | $5.2M |
| California State Teachers Retirement System | 0.01% | Reduce -1.1% | 163,953 | $5.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 159,000 | $5.0M |
| Edgestream Partners, L.P. | 0.21% | New | 158,114 | $4.9M |
| Hudson Bay Capital Management LP | 0.04% | New | 156,687 | $4.9M |
| GSI Capital Advisors LLC | 2.59% | Reduce -0.1% | 156,389 | $4.9M |
| Clark Capital Management Group, Inc. | 0.03% | Add +31.6% | 150,742 | $4.7M |
| Schonfeld Strategic Advisors LLC | 0.03% | Reduce -77.3% | 143,790 | $4.5M |
| UBS Group AG | 0.00% | Add +2.8% | 143,095 | $4.5M |
| Franklin Resources Inc. | 0.00% | Reduce -2.6% | 142,166 | $4.4M |
| Tudor Investment Corporation | 0.05% | Reduce -64.3% | 138,219 | $4.3M |
| Knights of Columbus Asset Advisors LLC | 0.28% | No change | 137,623 | $4.3M |
| Two Sigma Advisers, LP | 0.01% | Add +57.6% | 137,100 | $4.3M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Reduce -15.7% | 130,466 | $4.1M |
| Two Sigma Investments, LP | 0.01% | Reduce -24.5% | 126,467 | $4.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +33.9% | 122,757 | $3.8M |
| B&I Capital AG | 1.23% | Reduce -8.5% | 120,544 | $3.8M |
| Lido Advisors, LLC | 0.02% | Reduce -53.0% | 118,240 | $3.7M |
| Janus Henderson Group PLC | 0.00% | Add +17.3% | 118,404 | $3.7M |
| HRT Financial LP | 0.02% | Reduce -39.5% | 117,834 | $3.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +2.6% | 115,500 | $3.6M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Reduce -23.3% | 115,000 | $3.6M |
| Truvestments Capital LLC | 0.90% | Add +4.6% | 111,937 | $3.5M |
| MetLife Investment Management, LLC | 0.02% | Add +6.4% | 111,114 | $3.5M |
| GW&K Investment Management, LLC | 0.03% | Add +14.5% | 104,785 | $3.3M |
| Curi Capital, LLC | 0.07% | No change | 102,700 | $3.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +4.1% | 99,905 | $3.1M |
| Aurora Investment Counsel | 1.69% | New | 98,569 | $3.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.2% | 97,846 | $3.1M |
| Jump Financial, LLC | 0.07% | Add +222.8% | 97,415 | $3.0M |
| Quantbot Technologies LP | 0.11% | Add +88.3% | 95,971 | $3.0M |
| Illinois Municipal Retirement Fund | 0.04% | Add +6.2% | 95,819 | $3.0M |
| D. E. Shaw & Co. | 0.00% | Add +943.5% | 94,506 | $3.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +38.6% | 94,169 | $2.9M |
| Corebridge Financial, Inc. | 0.02% | Reduce -7.2% | 93,412 | $2.9M |
| Crestline Management, L.P. | 0.10% | Add +331.7% | 87,400 | $2.7M |
| Louisiana State Employees Retirement System | 0.05% | No change | 84,800 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Add +45.8% | 80,180 | $2.5M |
| Sterling Capital Management LLC | 0.03% | Add +6.1% | 79,961 | $2.5M |
| QRG Capital Management, Inc. | 0.03% | Add +7.3% | 79,452 | $2.5M |
| State of Tennessee, Department of Treasury | 0.01% | Add +7.5% | 79,237 | $2.5M |
| Exchange Traded Concepts, LLC | 0.05% | Reduce -16.3% | 74,581 | $2.3M |
| GRS Advisors, LLC | 0.23% | No change | 73,862 | $2.3M |
| BNP Paribas Financial Markets | 0.00% | Add +84.0% | 73,639 | $2.3M |
| Allstate Corp. | 0.06% | Reduce -3.9% | 70,224 | $2.2M |
| Resona Asset Management Co.,Ltd. | 0.01% | Add +2.3% | 70,090 | $2.2M |
| Intech Investment Management LLC | 0.02% | Add +43.0% | 69,446 | $2.2M |
| Lighthouse Investment Partners, LLC | 0.08% | New | 67,500 | $2.1M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 67,381 | $2.1M |
| Yousif Capital Management, LLC | 0.02% | Reduce -1.9% | 66,766 | $2.1M |
| Pensionfund PDN | 1.27% | Reduce -23.4% | 65,500 | $2.0M |
| Verition Fund Management LLC | 0.01% | Reduce -56.9% | 64,918 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -8.1% | 64,575 | $2.0M |
| Burney Co./ | 0.07% | Reduce -3.6% | 63,740 | $2.0M |
| Cubist Systematic Strategies, LLC | 0.03% | No change | 59,526 | $1.9M |
| Maryland State Retirement & Pension System | 0.04% | Reduce -0.3% | 59,045 | $1.8M |
| Polaris Capital Management, LLC | 0.09% | No change | 58,200 | $1.8M |
| Aberdeen Group plc | 0.00% | Add +63.6% | 57,477 | $1.8M |
| Nicola Wealth Management LTD. | 0.17% | Reduce -4.0% | 39,417 | $1.8M |
| Moran Wealth Management, LLC | 0.06% | Reduce -7.8% | 55,725 | $1.7M |
| NFJ Investment Group, LLC | 0.06% | Reduce -1.2% | 55,012 | $1.7M |
| Greenland Capital Management LP | 0.35% | Reduce -62.4% | 54,943 | $1.7M |
| Pictet Asset Management Holding SA | 0.00% | Add +1.7% | 54,796 | $1.7M |
| New York State Common Retirement Fund | 0.00% | Reduce -1.5% | 54,616 | $1.7M |
| Vanderbilt University | 0.33% | Add +54.3% | 54,568 | $1.7M |
| Jackson Creek Investment Advisors LLC | 0.50% | Reduce -3.0% | 53,195 | $1.7M |
| ProShare Advisors LLC | 0.00% | Add +44.5% | 52,874 | $1.7M |
| Amalgamated Bank | 0.01% | Reduce -0.4% | 51,435 | $1.6M |
| Danske Bank A/S | 0.00% | Reduce -83.9% | 51,186 | $1.6M |
| Arizona State Retirement System | 0.01% | Add +0.8% | 50,884 | $1.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +53.9% | 50,608 | $1.6M |
| Venture Visionary Partners LLC | 0.07% | No change | 50,000 | $1.6M |
| UniSuper Management Pty Ltd | 0.01% | No change | 49,300 | $1.5M |
| Credit Agricole S A | 0.01% | Add +93.9% | 49,220 | $1.5M |
| Adelante Capital Management LLC | 0.10% | Reduce -0.6% | 47,763 | $1.5M |
| M&T Bank Corp | 0.00% | Add +5.1% | 47,127 | $1.5M |
| Natixis Advisors, LLC | 0.00% | Add +1.9% | 46,270 | $1.4M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 44,543 | $1.4M |
| Mackenzie Financial Corp. | 0.00% | Add +228.5% | 44,270 | $1.4M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -0.2% | 41,203 | $1.3M |
| IFM Investors Pty Ltd | 0.01% | Reduce -0.2% | 40,392 | $1.3M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 37,778 | $1.2M |
| Lazard Asset Management LLC | 0.00% | Add +45.3% | 37,556 | $1.2M |
| Landscape Capital Management, L.L.C. | 0.12% | New | 35,961 | $1.1M |
| KLP Kapitalforvaltning As | 0.01% | — | 34,900 | $1.1M |
| Pensionfund Sabic | 0.28% | No change | 34,500 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | New | 34,391 | $1.1M |
| Van Eck Associates Corp. | 0.00% | Add +10.5% | 33,318 | $1.0M |
| STRS Ohio | 0.00% | Reduce -36.3% | 32,800 | $1.0M |
| Mariner, LLC | 0.00% | Add +5.1% | 31,502 | $985K |
| Bailard, Inc. | 0.03% | No change | 31,453 | $984K |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Add +145.4% | 29,150 | $912K |
| Perennial Investment Advisors, LLC | 0.11% | No change | 28,993 | $907K |
| Royal Bank of Canada | 0.00% | Reduce -38.3% | 28,586 | $894K |
| Weiss Asset Management LP | 0.03% | New | 28,535 | $893K |
| TCW Group Inc. | 0.01% | New | 27,865 | $872K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +3.7% | 27,675 | $866K |
| Cookson Peirce & Co. Inc. | 0.04% | Add +56.8% | 27,279 | $853K |
| Mutual of America Capital Management LLC | 0.01% | Add +0.7% | 26,559 | $831K |
| LPL Financial LLC | 0.00% | Add +14.1% | 26,403 | $826K |
| Tidal Investments LLC | 0.01% | Reduce -17.7% | 25,744 | $805K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +4.0% | 25,436 | $797K |
| MML Investors Services, LLC | 0.00% | Add +7.1% | 25,264 | $790K |
| First Hawaiian Bank | 0.02% | No change | 23,312 | $729K |
| Centersquare Investment Management LLC | 0.01% | Add +9.3% | 22,563 | $706K |
| Sit Investment Associates Inc. | 0.02% | No change | 21,975 | $687K |
| Sheaff Brock Investment Advisors, LLC | 0.06% | Reduce -1.6% | 21,943 | $686K |
| Selective Wealth Management, Inc. | 0.27% | Add +1.9% | 21,709 | $673K |
| Metis Global Partners, LLC | 0.02% | Add +11.4% | 20,104 | $629K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 20,070 | $628K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +0.3% | 20,233 | $624K |
| Boothbay Fund Management, LLC | 0.02% | New | 19,145 | $599K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +58.1% | 19,142 | $599K |
| Nebula Research & Development LLC | 0.07% | New | 18,732 | $586K |
| Cerity Partners LLC | 0.00% | Add +52.7% | 17,865 | $575K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +3.3% | 18,355 | $574K |
| Henshaw Capital LLC | 0.02% | No change | 18,295 | $572K |
| AQR Capital Management | 0.00% | Reduce -4.5% | 18,263 | $571K |
| Teacher Retirement System of Texas | 0.00% | Reduce -47.9% | 18,265 | $571K |
| Foundry Partners, LLC | 0.03% | Reduce -0.7% | 17,945 | $561K |
| Glenmede Trust Co. NA | 0.00% | Add +5.9% | 17,434 | $545K |
| Cambria Investment Management, L.P. | 0.03% | Add +36.3% | 17,378 | $544K |
| Corient Private Wealth LP | 0.00% | Reduce -3.1% | 16,821 | $526K |
| Osaic Holdings, Inc. | 0.00% | Add +17.7% | 16,783 | $525K |
| Cibc World Markets Corp. | 0.00% | New | 16,420 | $514K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 15,825 | $495K |
| Squarepoint Ops LLC | 0.00% | Reduce -84.3% | 15,288 | $478K |
| &partners | 0.01% | Add +131.1% | 13,583 | $428K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.1% | 13,493 | $422K |
| Xponance LLC | 0.00% | Add +7.0% | 13,380 | $419K |
| Thoroughbred Financial Services, LLC | 0.03% | No change | 13,395 | $418K |
| Creative Planning | 0.00% | Reduce -2.0% | 13,187 | $412K |
| Severin Investments, LLC | 0.40% | — | 12,949 | $405K |
| New Age Alpha Advisors, LLC | 0.02% | New | 12,938 | $405K |
| Janney Montgomery Scott LLC | 0.00% | Add +36.7% | 12,411 | $388K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -12.3% | 12,177 | $381K |
| Crossmark Global Holdings, Inc. | 0.01% | No change | 11,346 | $355K |
| Prudent Man Advisors, LLC | 0.13% | Reduce -9.6% | 11,196 | $350K |
| United Services Automobile Association | 0.01% | Add +7.0% | 11,183 | $350K |
| Cornercap Investment Counsel Inc. | 0.11% | Reduce -42.6% | 11,172 | $349K |
| Pursue Wealth Partners LLC | 0.19% | No change | 10,560 | $330K |
| Bastion Asset Management Inc. | 0.22% | — | 10,384 | $325K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.8% | 10,359 | $324K |
| Cresset Asset Management, LLC | 0.00% | Add +46.5% | 10,183 | $321K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -8.2% | 10,227 | $320K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -8.2% | 10,227 | $320K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -28.9% | 10,040 | $314K |
| NJ State Employees Deferred Compensation Plan | 0.04% | No change | 10,000 | $313K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -41.4% | 9,871 | $309K |
| BCO Wealth Management LLC | 0.25% | — | 9,650 | $302K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +10.3% | 9,397 | $294K |
| Profund Advisors LLC | 0.01% | Add +1.8% | 9,278 | $290K |
| Truist Financial Corp. | 0.00% | New | 9,170 | $287K |
| Harvest Fund Management Co., Ltd | 0.01% | Add +30.6% | 8,900 | $278K |
| Choreo, LLC | 0.00% | Reduce -14.6% | 8,886 | $277K |
| Cetera Trust Company, N.A | 0.18% | Reduce -5.4% | 8,775 | $274K |
| Quadrant Capital Group LLC | 0.02% | Reduce -0.3% | 8,320 | $260K |
| Corton Capital Inc. | 0.15% | Reduce -6.7% | 8,251 | $258K |
| Point72 Asset Management | 0.00% | No change | 8,215 | $257K |
| Renaissance Group LLC | 0.01% | Reduce -6.7% | 8,195 | $256K |
| Praxis Investment Management Inc. | 0.02% | Reduce -59.8% | 7,790 | $244K |
| Norinchukin Bank, The | 0.01% | Reduce -2.5% | 7,741 | $242K |
| KBC Group NV | 0.00% | Add +61.1% | 7,750 | $242K |
| Evergreen Capital Management LLC | 0.01% | Add +0.1% | 7,550 | $238K |
| Captrust Financial Advisors | 0.00% | Add +2.1% | 7,360 | $230K |
| Ethic Inc. | 0.00% | New | 7,272 | $227K |
| Covestor Ltd | 0.14% | Reduce -9.7% | 7,149 | $224K |
| ClearAlpha Technologies LP | 0.19% | New | 6,975 | $218K |
| Shelton Capital Management | 0.01% | No change | 6,878 | $215K |
| EP Wealth Advisors, LLC | 0.00% | New | 6,491 | $203K |
| SG Americas Securities, LLC | 0.00% | Reduce -57.2% | 6,170 | $193K |
| US Bancorp \de | 0.00% | Reduce -0.4% | 5,807 | $182K |
| Virtus Advisers, LLC | 0.07% | Reduce -14.0% | 5,186 | $162K |
| Advisors Asset Management, Inc. | 0.00% | Add +41.4% | 4,550 | $142K |
| GAMMA Investing LLC | 0.01% | Add +24.0% | 3,935 | $123K |
| Mendota Financial Group, LLC | 0.08% | Add +27935.7% | 3,925 | $123K |
| Signaturefd, LLC | 0.00% | Reduce -0.3% | 3,717 | $116K |
| Farther Finance Advisors, LLC | 0.00% | Add +218.1% | 3,617 | $113K |
| Morse Asset Management, Inc | 0.02% | Add +44.6% | 3,325 | $104K |
| GF Fund Management Co. LTD. | 0.00% | — | 3,186 | $100K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -77.1% | 2,606 | $82K |
| Smartleaf Asset Management LLC | 0.01% | Add +275.5% | 2,456 | $77K |
| Principal Securities, Inc. | 0.00% | Add +3.4% | 2,134 | $67K |
| State of Wyoming | 0.01% | Reduce -46.7% | 2,123 | $66K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,000 | $63K |
| Heritage Wealth Advisors | 0.00% | No change | 1,550 | $48K |
| Quarry LP | 0.01% | Add +439.4% | 1,451 | $45K |
| Versant Capital Management, Inc | 0.01% | Add +215.4% | 1,211 | $38K |
| Jones Financial Companies LLLP | 0.00% | Add +1834.4% | 1,180 | $37K |
| Cwm, LLC | 0.00% | Add +3.1% | 1,139 | $36K |
| Caitong International Asset Management Co., Ltd | 0.03% | — | 1,134 | $35K |
| FLP Wealth Management, LLC | 0.09% | — | 1,102 | $34K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +74.5% | 1,096 | $34K |
| Asset Dedication, LLC | 0.00% | No change | 963 | $30K |
| Crowley Wealth Management, Inc. | 0.02% | — | 880 | $28K |
| Lindbrook Capital, LLC | 0.00% | No change | 776 | $24K |
| TD Private Client Wealth LLC | 0.00% | No change | 730 | $23K |
| Point72 Hong Kong Ltd | 0.00% | No change | 701 | $22K |
| Allworth Financial LP | 0.00% | Reduce -0.1% | 700 | $22K |
| Fifth Third Bancorp | 0.00% | Add +5.5% | 653 | $20K |
| CI Investments Inc. | 0.00% | New | 647 | $20K |
| Bayforest Capital Ltd | 0.02% | — | 611 | $19K |
| Bessemer Group Inc. | 0.00% | Reduce -18.6% | 606 | $19K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -4.5% | 572 | $18K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -14.8% | 565 | $18K |
| Spire Wealth Management | 0.00% | New | 506 | $16K |
| North Star Investment Management Corp. | 0.00% | No change | 500 | $16K |
| UMB Bank, n.a. | 0.00% | No change | 461 | $14K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +34.1% | 456 | $14K |
| Wiser Advisor Group LLC | 0.02% | Add +0.9% | 448 | $14K |
| Parallel Advisors, LLC | 0.00% | No change | 429 | $13K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.3% | 390 | $12K |
| Maryland Capital Advisors Inc. | 0.01% | New | 380 | $12K |
| Arax Advisory Partners | 0.00% | No change | 337 | $11K |
| LGT Financial Advisors LLC | 0.02% | No change | 313 | $10K |
| IFP Advisors, Inc | 0.00% | No change | 270 | $8K |
| Group One Trading LLC | 0.00% | Reduce -94.7% | 263 | $8K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 259 | $8K |
| Richardson Financial Services Inc. | 0.01% | Reduce -2.4% | 246 | $8K |
| Global Retirement Partners, LLC | 0.00% | Add +47.8% | 238 | $7K |
| Vermillion Wealth Management, Inc. | 0.00% | — | 181 | $6K |
| Rothschild Investment LLC | 0.00% | Add +12.5% | 180 | $6K |
| Key Financial Inc | 0.00% | No change | 152 | $5K |
| High Note Wealth, LLC | 0.00% | New | 143 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 106 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 94 | $3K |
| Park Square Financial Group, LLC | 0.00% | — | 63 | $2K |
| Larson Financial Group LLC | 0.00% | No change | 48 | $2K |
| Parkside Financial Bank & Trust | 0.00% | No change | 47 | $1K |
| Sierra Ocean, LLC | 0.00% | — | 44 | $1K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 33 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 35 | $1K |
| Huntington National Bank | 0.00% | No change | 18 | $563 |
| Crewe Advisors LLC | 0.00% | New | 14 | $438 |
| Abound Wealth Management | 0.00% | Reduce -47.4% | 10 | $313 |
| Blue Trust, Inc. | 0.00% | Reduce -98.9% | 9 | $282 |
| WealthTrak Capital Management LLC | 0.00% | — | 5 | $157 |
| MAI Capital Management | 0.00% | New | 5 | $157 |
| Assetmark, Inc. | 0.00% | No change | 5 | $156 |
| AlphaQuest LLC | 0.00% | New | 1 | $31 |
"% of holder's portfolio" is EPRT's weight in each manager's 13F, not the share of Essential Properties Realty the manager owns.