Essential Properties RealtyEPRT
13F holders, Q1 2025 (March 31)355holders +24
51new positions
30sold out
6famous investors
$32.65avg. 13F price*
At the end of Q1 2025, 355 institutions reported holding Essential Properties Realty (EPRT) in their 13F filings, up 24 from Q4 2024. 51 opened new positions and 30 sold out. The largest holders were BlackRock, Inc. ($1.1B), Vanguard Group Inc. ($912.8M) and State Street Corp. ($338.8M). 6 famous investors held it, including Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio), Ken Griffin (0.1% of Citadel Advisors'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $166.1M |
| Exits | 30 | $121.3M |
All 13F filers, Q4 2024 → Q1 2025: 24,209,249 shares bought and 11,708,578 shares sold, net +12,500,671 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 355 holders
| BlackRock, Inc. | 0.02% | Add +0.8% | 34,066,881 | $1.1B |
| Vanguard Group Inc. | 0.02% | Add +3.2% | 27,966,449 | $912.8M |
| State Street Corp. | 0.01% | Add +0.4% | 10,287,994 | $338.8M |
| Cohen & Steers, Inc. | 0.52% | Add +45.2% | 8,566,733 | $279.6M |
| Wellington Management Group LLP | 0.05% | Add +0.6% | 8,511,088 | $277.8M |
| Invesco Ltd. | 0.04% | Add +51.8% | 7,062,006 | $230.5M |
| Deutsche Bank AG | 0.07% | Reduce -6.6% | 5,314,158 | $173.5M |
| T. Rowe Price Investment Management, Inc. | 0.11% | Add +0.8% | 4,962,740 | $162.0M |
| Morgan Stanley | 0.01% | Reduce -13.0% | 4,926,743 | $160.8M |
| Geode Capital Management, LLC | 0.01% | Add +6.0% | 4,719,114 | $154.1M |
| FMR LLC | 0.01% | Reduce -0.2% | 4,415,622 | $144.1M |
| Citadel Advisors | 0.12% | Add +123.7% | 3,859,442 | $126.0M |
| Principal Financial Group Inc. | 0.06% | Add +2.9% | 3,035,196 | $99.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +5.0% | 3,017,486 | $98.5M |
| Alyeska Investment Group, L.P. | 0.39% | Add +66.1% | 2,959,948 | $96.6M |
| PGGM Investments | 1.26% | New | 2,872,904 | $93.8M |
| Dimensional Fund Advisors LP | 0.02% | Add +5.8% | 2,766,008 | $90.3M |
| Macquarie Group Ltd. | 0.11% | Add +1.4% | 2,649,832 | $86.5M |
| Prudential Financial Inc. | 0.12% | Reduce -27.0% | 2,646,420 | $86.4M |
| Northern Trust Corp. | 0.01% | Reduce -0.2% | 2,521,976 | $82.3M |
| Norges Bank | 0.01% | Reduce -12.1% | 2,342,671 | $76.5M |
| Duff & Phelps Investment Management Co. | 0.85% | Add +8.3% | 2,222,555 | $72.5M |
| Massachusetts Financial Services Co. | 0.02% | Reduce -20.1% | 2,038,929 | $66.6M |
| Frontier Capital Management Co. LLC | 0.70% | Add +58.9% | 1,972,817 | $64.4M |
| Russell Investments Group, Ltd. | 0.08% | Add +5.6% | 1,881,822 | $61.4M |
| Nuveen, LLC | 0.02% | — | 1,824,339 | $59.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.8% | 1,781,042 | $58.1M |
| Balyasny Asset Management L.P. | 0.14% | Add +47.3% | 1,652,388 | $53.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.4% | 1,481,254 | $48.3M |
| Victory Capital Management Inc. | 0.05% | Add +2.6% | 1,423,990 | $46.5M |
| Brown Advisory Inc. | 0.07% | Reduce -1.0% | 1,402,458 | $45.8M |
| Millennium Management | 0.05% | Add +13.0% | 1,394,060 | $45.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +16.4% | 1,387,218 | $45.3M |
| Thrivent Financial for Lutherans | 0.10% | Reduce -6.6% | 1,352,077 | $44.1M |
| Alliancebernstein L.P. | 0.01% | Add +28.8% | 1,245,404 | $40.6M |
| Legal & General Group Plc | 0.01% | Add +1.4% | 1,191,348 | $38.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +3.0% | 1,164,473 | $38.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.08% | New | 1,140,433 | $37.2M |
| London Co. of Virginia | 0.21% | Reduce -0.1% | 1,104,272 | $36.0M |
| Marshall Wace, LLP | 0.05% | Add +25.1% | 1,088,306 | $35.5M |
| Bank of America Corp. | 0.00% | Add +10.2% | 1,061,343 | $34.6M |
| Ameriprise Financial Inc. | 0.01% | Add +8.7% | 977,782 | $31.1M |
| Tudor Investment Corporation | 0.27% | Add +560.4% | 912,735 | $29.8M |
| APG Asset Management US Inc. | 0.23% | No change | 908,199 | $29.5M |
| Heitman Real Estate Securities LLC | 1.90% | Reduce -38.0% | 896,393 | $29.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.6% | 896,340 | $29.3M |
| Neuberger Berman Group LLC | 0.02% | Add +10.1% | 890,862 | $29.1M |
| American Century Companies Inc. | 0.02% | Reduce -34.6% | 855,259 | $27.9M |
| Brookfield Corp | 0.03% | Add +35.7% | 802,946 | $26.2M |
| Voloridge Investment Management, LLC | 0.10% | Reduce -2.7% | 787,689 | $25.7M |
| Schonfeld Strategic Advisors LLC | 0.16% | Add +413.0% | 737,651 | $24.1M |
| Amundi | 0.01% | Add +133.7% | 756,759 | $24.1M |
| Handelsbanken Fonder AB | 0.09% | Reduce -3.0% | 654,300 | $21.4M |
| Adelante Capital Management LLC | 1.57% | Add +1232.0% | 636,179 | $20.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -9.9% | 617,248 | $20.1M |
| Public Sector Pension Investment Board | 0.08% | Add +36.3% | 595,268 | $19.4M |
| FIL Ltd | 0.02% | Reduce -12.3% | 590,678 | $19.3M |
| Two Sigma Investments, LP | 0.04% | Add +328.0% | 541,304 | $17.7M |
| Rhumbline Advisers | 0.02% | Reduce -2.3% | 531,014 | $17.3M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Add +269.6% | 425,000 | $13.9M |
| UBS Group AG | 0.00% | Add +195.9% | 423,461 | $13.8M |
| Qube Research & Technologies Ltd | 0.02% | Add +153.7% | 421,438 | $13.8M |
| State of Wisconsin Investment Board | 0.03% | Reduce -5.5% | 412,900 | $13.5M |
| D. E. Shaw & Co. | 0.02% | Add +332.7% | 408,889 | $13.3M |
| Asset Management One Co., Ltd. | 0.04% | Add +7.7% | 377,059 | $12.3M |
| Kennedy Capital Management LLC | 0.27% | Reduce -13.6% | 347,543 | $11.3M |
| Allianz Asset Management GmbH | 0.02% | Reduce -38.2% | 340,857 | $11.1M |
| Swiss National Bank | 0.01% | Reduce -1.5% | 339,700 | $11.1M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +8.3% | 338,532 | $11.1M |
| Wells Fargo & Company | 0.00% | Add +0.4% | 330,603 | $10.8M |
| Fisher Asset Management | 0.00% | Add +0.2% | 329,161 | $10.7M |
| Waterfront Capital Partners, LLC | 1.76% | New | 315,000 | $10.3M |
| Citigroup Inc. | 0.01% | Add +15.7% | 311,415 | $10.2M |
| Hudson Bay Capital Management LP | 0.07% | Add +79.1% | 280,628 | $9.2M |
| Bank of Montreal | 0.00% | Reduce -86.7% | 279,142 | $9.1M |
| DekaBank Deutsche Girozentrale | 0.02% | Add +7.2% | 284,835 | $9.1M |
| Nisa Investment Advisors, LLC | 0.04% | Reduce -4.9% | 267,817 | $8.8M |
| Public Employees Retirement System of Ohio | 0.03% | Add +6.2% | 268,571 | $8.8M |
| Two Sigma Advisers, LP | 0.02% | Add +94.5% | 266,700 | $8.7M |
| Aptus Capital Advisors, LLC | 0.10% | Add +12.7% | 262,964 | $8.6M |
| Nomura Asset Management Co. Ltd. | 0.03% | Add +10.5% | 261,530 | $8.5M |
| Daiwa Securities Group Inc. | 0.04% | Reduce -23.7% | 258,915 | $8.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +5.5% | 251,593 | $8.2M |
| Meritage Portfolio Management | 0.52% | Add +44.9% | 238,909 | $7.8M |
| California Public Employees Retirement System | 0.01% | Add +5.7% | 238,783 | $7.8M |
| Barclays PLC | 0.00% | Reduce -42.4% | 235,751 | $7.7M |
| New York State Teachers Retirement System | 0.02% | Add +0.2% | 234,843 | $7.7M |
| Franklin Resources Inc. | 0.00% | Add +63.7% | 232,738 | $7.6M |
| Capital World Investors | 0.00% | No change | 229,989 | $7.5M |
| Quantbot Technologies LP | 0.24% | Add +139.4% | 229,796 | $7.5M |
| Federated Hermes, Inc. | 0.02% | Reduce -15.3% | 228,909 | $7.5M |
| Susquehanna International Group, LLP | 0.01% | Add +165.3% | 212,706 | $6.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.3% | 212,395 | $6.9M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.05% | — | 206,182 | $6.7M |
| Susquehanna Fundamental Investments, LLC | 0.11% | Add +1.8% | 202,007 | $6.6M |
| Bridgeway Capital Management, LLC | 0.16% | Reduce -13.4% | 193,600 | $6.3M |
| State of Alaska, Department of Revenue | 0.07% | Add +3.0% | 189,095 | $6.2M |
| HSBC Holdings PLC | 0.00% | Reduce -15.9% | 183,334 | $6.0M |
| Stifel Financial Corp. | 0.01% | Add +1.9% | 177,329 | $5.8M |
| Squarepoint Ops LLC | 0.01% | Add +1023.3% | 171,734 | $5.6M |
| Clark Capital Management Group, Inc. | 0.04% | Add +12.7% | 169,807 | $5.5M |
| California State Teachers Retirement System | 0.01% | Reduce -1.1% | 162,112 | $5.3M |
| GSI Capital Advisors LLC | 2.72% | Add +1.6% | 158,968 | $5.2M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.15% | Reduce -33.0% | 155,692 | $5.1M |
| New Age Alpha Advisors, LLC | 0.22% | Add +1085.4% | 153,363 | $5.0M |
| B&I Capital AG | 1.58% | Add +23.2% | 148,544 | $4.8M |
| Truvestments Capital LLC | 1.05% | Add +31.9% | 147,621 | $4.8M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Add +7.7% | 140,466 | $4.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +12.2% | 129,532 | $4.2M |
| Sei Investments Co. | 0.01% | Reduce -35.6% | 127,656 | $4.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +1.0% | 123,953 | $4.0M |
| First Trust Advisors LP | 0.00% | Reduce -49.5% | 113,530 | $3.7M |
| Janus Henderson Group PLC | 0.00% | Reduce -6.0% | 111,274 | $3.6M |
| MetLife Investment Management, LLC | 0.02% | Reduce -3.4% | 107,342 | $3.5M |
| Algert Global LLC | 0.09% | New | 106,650 | $3.5M |
| Verition Fund Management LLC | 0.02% | Add +64.1% | 106,525 | $3.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +4.6% | 104,478 | $3.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +5.9% | 103,659 | $3.4M |
| GW&K Investment Management, LLC | 0.03% | Reduce -1.9% | 102,750 | $3.4M |
| Curi Capital, LLC | 0.08% | No change | 102,700 | $3.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +8.0% | 101,654 | $3.3M |
| Caisse de depot et placement du Quebec | 0.01% | New | 98,892 | $3.2M |
| Aurora Investment Counsel | 1.76% | Reduce -1.2% | 97,426 | $3.2M |
| Illinois Municipal Retirement Fund | 0.04% | Reduce -2.9% | 93,068 | $3.0M |
| Corebridge Financial, Inc. | 0.02% | Reduce -1.5% | 92,016 | $3.0M |
| Knights of Columbus Asset Advisors LLC | 0.21% | Reduce -33.1% | 92,007 | $3.0M |
| Vestcor Inc | 0.10% | New | 90,090 | $2.9M |
| Louisiana State Employees Retirement System | 0.06% | Add +4.3% | 88,400 | $2.9M |
| QRG Capital Management, Inc. | 0.03% | Add +10.7% | 87,962 | $2.9M |
| Resona Asset Management Co.,Ltd. | 0.02% | Add +16.8% | 81,881 | $2.7M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -2.7% | 77,086 | $2.5M |
| Intech Investment Management LLC | 0.03% | Add +10.8% | 76,959 | $2.5M |
| Sterling Capital Management LLC | 0.04% | Reduce -6.4% | 74,841 | $2.4M |
| BNP Paribas Financial Markets | 0.00% | Add +1.2% | 74,546 | $2.4M |
| GRS Advisors, LLC | 0.25% | Add +0.9% | 74,533 | $2.4M |
| Royal Bank of Canada | 0.00% | Add +159.4% | 74,147 | $2.4M |
| Jane Street Group, LLC | 0.00% | New | 71,991 | $2.3M |
| Allstate Corp. | 0.07% | No change | 70,224 | $2.3M |
| Yousif Capital Management, LLC | 0.03% | Add +4.4% | 69,686 | $2.3M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 67,381 | $2.2M |
| SummitTX Capital, L.P. | 0.09% | — | 65,870 | $2.1M |
| Polaris Capital Management, LLC | 0.11% | Add +4.3% | 60,700 | $2.0M |
| Pensionfund PDN | 1.31% | Reduce -7.6% | 60,500 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -6.6% | 60,340 | $2.0M |
| Aberdeen Group plc | 0.00% | Add +3.9% | 59,744 | $2.0M |
| New York State Common Retirement Fund | 0.00% | Add +1.8% | 55,595 | $1.8M |
| Voya Investment Management LLC | 0.00% | Reduce -68.8% | 55,202 | $1.8M |
| Moran Wealth Management, LLC | 0.06% | Reduce -1.2% | 55,047 | $1.8M |
| NFJ Investment Group, LLC | 0.06% | No change | 55,012 | $1.8M |
| Maryland State Retirement & Pension System | 0.04% | Reduce -7.2% | 54,797 | $1.8M |
| Jackson Creek Investment Advisors LLC | 0.55% | Reduce -0.1% | 53,160 | $1.7M |
| Amalgamated Bank | 0.01% | Add +3.3% | 53,128 | $1.7M |
| Burney Co./ | 0.06% | Reduce -17.6% | 52,537 | $1.7M |
| Natixis Advisors, LLC | 0.00% | Add +11.6% | 51,632 | $1.7M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | No change | 50,608 | $1.7M |
| Arizona State Retirement System | 0.01% | Reduce -1.2% | 50,293 | $1.6M |
| Venture Visionary Partners LLC | 0.07% | No change | 50,000 | $1.6M |
| UniSuper Management Pty Ltd | 0.01% | No change | 49,300 | $1.6M |
| Credit Agricole S A | 0.01% | No change | 49,220 | $1.6M |
| Vanderbilt University | 0.30% | Reduce -12.3% | 47,850 | $1.6M |
| Landscape Capital Management, L.L.C. | 0.14% | Add +30.7% | 47,013 | $1.5M |
| Exchange Traded Concepts, LLC | 0.03% | Reduce -37.4% | 46,669 | $1.5M |
| M&T Bank Corp | 0.01% | Reduce -2.5% | 45,952 | $1.5M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 44,543 | $1.5M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +4.4% | 43,003 | $1.4M |
| Lazard Asset Management LLC | 0.00% | Add +14.1% | 42,863 | $1.4M |
| ProShare Advisors LLC | 0.00% | Reduce -21.4% | 41,550 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +13.4% | 39,006 | $1.3M |
| Cibc World Markets Corp. | 0.01% | Add +137.1% | 38,933 | $1.3M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | Add +33.5% | 38,912 | $1.3M |
| Teacher Retirement System of Texas | 0.01% | Add +107.9% | 37,980 | $1.2M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -30.9% | 37,852 | $1.2M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 37,778 | $1.2M |
| AlphaQuest LLC | 0.13% | Add +3693700.0% | 36,938 | $1.2M |
| IFM Investors Pty Ltd | 0.01% | Reduce -12.8% | 35,239 | $1.2M |
| KLP Kapitalforvaltning As | 0.01% | No change | 34,900 | $1.1M |
| Van Eck Associates Corp. | 0.00% | Add +4.2% | 34,704 | $1.1M |
| Edgestream Partners, L.P. | 0.04% | Reduce -78.3% | 34,281 | $1.1M |
| Susquehanna Portfolio Strategies, LLC | 0.46% | New | 32,800 | $1.1M |
| STRS Ohio | 0.00% | No change | 32,800 | $1.1M |
| Cookson Peirce & Co. Inc. | 0.05% | Add +16.6% | 31,796 | $1.0M |
| Pensionfund Sabic | 0.30% | Reduce -11.6% | 30,500 | $996K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +51.5% | 30,653 | $994K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +9.9% | 30,413 | $993K |
| Bailard, Inc. | 0.03% | Reduce -3.5% | 30,353 | $991K |
| Greenland Capital Management LP | 0.17% | Reduce -45.9% | 29,723 | $970K |
| Mariner, LLC | 0.00% | Reduce -5.7% | 29,704 | $970K |
| XTX Topco Ltd | 0.05% | New | 29,248 | $955K |
| MML Investors Services, LLC | 0.00% | Add +14.4% | 28,899 | $943K |
| LPL Financial LLC | 0.00% | Add +9.1% | 28,805 | $940K |
| Perennial Investment Advisors, LLC | 0.11% | Reduce -1.1% | 28,665 | $936K |
| Elo Mutual Pension Insurance Co | 0.02% | New | 28,067 | $916K |
| TCW Group Inc. | 0.01% | No change | 27,865 | $910K |
| Mutual of America Capital Management LLC | 0.01% | Add +2.9% | 27,331 | $892K |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +7.1% | 27,237 | $889K |
| Atom Investors LP | 0.10% | New | 24,916 | $813K |
| Severin Investments, LLC | 0.78% | Add +84.5% | 23,892 | $780K |
| Metis Global Partners, LLC | 0.02% | Add +18.3% | 23,775 | $776K |
| HighTower Advisors, LLC | 0.00% | Add +73.9% | 23,469 | $766K |
| Invst, LLC | 0.10% | New | 23,335 | $762K |
| Centersquare Investment Management LLC | 0.01% | Add +0.1% | 22,591 | $737K |
| AQR Capital Management | 0.00% | Add +21.8% | 22,244 | $726K |
| Sit Investment Associates Inc. | 0.02% | No change | 21,975 | $717K |
| Sheaff Brock Investment Advisors, LLC | 0.07% | Reduce -0.4% | 21,862 | $714K |
| Tidal Investments LLC | 0.01% | Reduce -16.5% | 21,490 | $701K |
| SG Americas Securities, LLC | 0.00% | Add +237.5% | 20,825 | $680K |
| Caxton Associates LLP | 0.02% | — | 20,534 | $670K |
| Selective Wealth Management, Inc. | 0.29% | No change | 21,709 | $667K |
| Foundry Partners, LLC | 0.03% | Add +8.6% | 19,490 | $636K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -0.4% | 19,063 | $622K |
| Aster Capital Management (DIFC) Ltd | 0.11% | New | 18,747 | $613K |
| Henshaw Capital LLC | 0.03% | No change | 18,295 | $597K |
| Fortis Capital Advisors, LLC | 0.12% | New | 17,986 | $587K |
| Belpointe Asset Management LLC | 0.03% | New | 17,986 | $587K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -3.3% | 17,750 | $579K |
| Quadrant Capital Group LLC | 0.02% | Add +109.6% | 17,438 | $569K |
| Glenmede Trust Co. NA | 0.00% | No change | 17,434 | $569K |
| Groupe la Francaise | 0.01% | New | 17,131 | $559K |
| Jump Financial, LLC | 0.01% | Reduce -82.5% | 17,044 | $556K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 15,825 | $517K |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.0% | 15,772 | $515K |
| MQS Management LLC | 0.28% | New | 15,210 | $496K |
| Commonwealth Equity Services, LLC | 0.00% | Add +50.8% | 15,142 | $494K |
| Corient Private Wealth LP | 0.00% | Reduce -11.8% | 14,830 | $484K |
| Xponance LLC | 0.00% | Add +4.8% | 14,026 | $458K |
| Cambria Investment Management, L.P. | 0.03% | Reduce -20.2% | 13,874 | $453K |
| &partners | 0.00% | Add +1.5% | 13,785 | $449K |
| EntryPoint Capital, LLC | 0.20% | New | 13,700 | $447K |
| Thoroughbred Financial Services, LLC | 0.03% | No change | 13,395 | $437K |
| Dark Forest Capital Management LP | 0.02% | New | 12,559 | $410K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.1% | 12,398 | $405K |
| Creative Planning | 0.00% | Reduce -9.4% | 11,942 | $390K |
| Campbell & CO Investment Adviser LLC | 0.03% | New | 11,905 | $389K |
| Polymer Capital Management (US) LLC | 0.12% | New | 11,868 | $387K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -2.6% | 11,861 | $387K |
| Mackenzie Financial Corp. | 0.00% | Reduce -73.7% | 11,638 | $380K |
| Lido Advisors, LLC | 0.00% | Reduce -90.5% | 11,278 | $371K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -0.8% | 11,257 | $367K |
| Prudent Man Advisors, LLC | 0.13% | No change | 11,196 | $365K |
| United Services Automobile Association | 0.01% | No change | 11,183 | $365K |
| Bayesian Capital Management, LP | 0.06% | New | 11,100 | $362K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.0% | 10,778 | $352K |
| Cresset Asset Management, LLC | 0.00% | Add +4.2% | 10,609 | $349K |
| Pursue Wealth Partners LLC | 0.21% | No change | 10,560 | $345K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -48.1% | 10,409 | $340K |
| Cerity Partners LLC | 0.00% | Reduce -43.4% | 10,109 | $330K |
| NJ State Employees Deferred Compensation Plan | 0.04% | No change | 10,000 | $326K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -3.1% | 9,910 | $323K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -3.1% | 9,910 | $323K |
| Los Angeles Capital Management LLC | 0.00% | No change | 9,871 | $322K |
| Cetera Investment Advisers | 0.00% | New | 9,766 | $319K |
| BCO Wealth Management LLC | 0.25% | No change | 9,650 | $315K |
| Fox Run Management, L.L.C. | 0.05% | New | 9,609 | $314K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1.3% | 9,522 | $311K |
| Truist Financial Corp. | 0.00% | Add +1.7% | 9,322 | $304K |
| Choreo, LLC | 0.00% | Add +1.3% | 9,005 | $297K |
| Harvest Fund Management Co., Ltd | 0.01% | Add +0.8% | 8,971 | $293K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 8,918 | $291K |
| Cetera Trust Company, N.A | 0.18% | No change | 8,775 | $286K |
| Norinchukin Bank, The | 0.01% | Add +12.1% | 8,674 | $283K |
| Profund Advisors LLC | 0.01% | Reduce -7.4% | 8,595 | $281K |
| EP Wealth Advisors, LLC | 0.00% | Add +31.1% | 8,512 | $278K |
| KBC Group NV | 0.00% | Add +4.3% | 8,085 | $264K |
| GTS Securities LLC | 0.01% | New | 7,929 | $259K |
| Renaissance Group LLC | 0.01% | Reduce -5.0% | 7,783 | $254K |
| Praxis Investment Management Inc. | 0.02% | No change | 7,790 | $254K |
| Captrust Financial Advisors | 0.00% | Add +5.3% | 7,752 | $253K |
| Evergreen Capital Management LLC | 0.01% | Reduce -0.5% | 7,511 | $247K |
| Covestor Ltd | 0.16% | Add +2.9% | 7,359 | $240K |
| Ethic Inc. | 0.00% | Reduce -3.0% | 7,055 | $229K |
| FORA Capital, LLC | 0.02% | New | 6,947 | $227K |
| Infrastructure Capital Advisors, LLC | 0.04% | New | 6,932 | $226K |
| Shelton Capital Management | 0.01% | Reduce -3.7% | 6,621 | $216K |
| Pathstone Holdings, LLC | 0.00% | New | 6,296 | $207K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +142.3% | 6,313 | $206K |
| Hohimer Wealth Management, LLC | 0.04% | New | 6,306 | $206K |
| Keel Point, LLC | 0.02% | New | 6,296 | $206K |
| AXA S.A. | 0.00% | New | 6,253 | $204K |
| Longboard Asset Management, LP | 0.60% | New | 6,241 | $204K |
| Advisors Asset Management, Inc. | 0.00% | Add +18.6% | 5,395 | $176K |
| Jefferies Financial Group Inc. | 0.00% | New | 5,340 | $174K |
| US Bancorp \de | 0.00% | Reduce -12.7% | 5,071 | $166K |
| Coldstream Capital Management Inc. | 0.00% | New | 4,911 | $160K |
| Virtus Investment Advisers, LLC | 0.04% | New | 4,754 | $155K |
| GAMMA Investing LLC | 0.01% | Add +4.7% | 4,118 | $134K |
| Signaturefd, LLC | 0.00% | Reduce -1.4% | 3,664 | $120K |
| Archer Investment Corp | 0.03% | New | 3,650 | $119K |
| Morse Asset Management, Inc | 0.03% | Add +6.0% | 3,525 | $115K |
| GF Fund Management Co. LTD. | 0.00% | Add +4.2% | 3,321 | $108K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | New | 2,815 | $92K |
| Smartleaf Asset Management LLC | 0.01% | Add +1.3% | 2,489 | $81K |
| Headlands Technologies LLC | 0.01% | New | 2,452 | $80K |
| Principal Securities, Inc. | 0.00% | No change | 2,134 | $67K |
| Jones Financial Companies LLLP | 0.00% | Add +63.4% | 1,928 | $63K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.8% | 2,056 | $58K |
| Heritage Wealth Advisors | 0.00% | No change | 1,550 | $51K |
| Franchise Capital Ltd | 0.03% | New | 1,287 | $42K |
| Quarry LP | 0.01% | Reduce -12.1% | 1,276 | $42K |
| Versant Capital Management, Inc | 0.01% | No change | 1,211 | $40K |
| Cwm, LLC | 0.00% | Add +2.2% | 1,164 | $38K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -68.6% | 1,137 | $37K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -13.3% | 950 | $31K |
| Crowley Wealth Management, Inc. | 0.03% | No change | 880 | $29K |
| Asset Dedication, LLC | 0.00% | Reduce -10.0% | 867 | $28K |
| Fifth Third Bancorp | 0.00% | Add +31.2% | 857 | $28K |
| Lindbrook Capital, LLC | 0.00% | No change | 776 | $25K |
| Allworth Financial LP | 0.00% | Add +6.0% | 742 | $23K |
| Bell Investment Advisors, Inc | 0.00% | Add +21.9% | 697 | $23K |
| CI Investments Inc. | 0.00% | Add +4.6% | 677 | $22K |
| UMB Bank, n.a. | 0.00% | Add +44.9% | 668 | $22K |
| Group One Trading LLC | 0.00% | Add +152.1% | 663 | $22K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +12.7% | 637 | $21K |
| Bessemer Group Inc. | 0.00% | Reduce -0.7% | 602 | $20K |
| Spire Wealth Management | 0.00% | No change | 506 | $17K |
| North Star Investment Management Corp. | 0.00% | No change | 500 | $16K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +27.2% | 496 | $16K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 456 | $15K |
| Wiser Advisor Group LLC | 0.02% | Add +1.1% | 453 | $15K |
| Quent Capital, LLC | 0.00% | New | 400 | $13K |
| Rothschild Investment LLC | 0.00% | Add +66.7% | 300 | $10K |
| Danske Bank A/S | 0.00% | Reduce -99.4% | 300 | $10K |
| IFP Advisors, Inc | 0.00% | No change | 270 | $9K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 259 | $8K |
| Parallel Advisors, LLC | 0.00% | Reduce -43.4% | 243 | $8K |
| Richardson Financial Services Inc. | 0.01% | Reduce -1.2% | 243 | $8K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 181 | $6K |
| Key Financial Inc | 0.00% | No change | 152 | $5K |
| High Note Wealth, LLC | 0.00% | No change | 143 | $5K |
| Parkside Financial Bank & Trust | 0.00% | Add +191.5% | 137 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | New | 130 | $4K |
| Cornerstone Planning Group LLC | 0.00% | New | 110 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 106 | $3K |
| Brooklyn Investment Group | 0.00% | New | 105 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 94 | $3K |
| Bayforest Capital Ltd | 0.00% | Reduce -84.8% | 93 | $3K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +163.6% | 87 | $3K |
| Arax Advisory Partners | 0.00% | Reduce -75.1% | 84 | $3K |
| Lanark Financial, Inc. | 0.00% | — | 70 | $2K |
| Stephens Consulting, LLC | 0.00% | New | 50 | $2K |
| Larson Financial Group LLC | 0.00% | No change | 48 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 46 | $2K |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 44 | $1K |
| Sierra Ocean, LLC | 0.00% | No change | 44 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 35 | $1K |
| NewSquare Capital LLC | 0.00% | New | 21 | $685 |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 19 | $620 |
| Huntington National Bank | 0.00% | No change | 18 | $588 |
| Crewe Advisors LLC | 0.00% | No change | 14 | $457 |
| Abound Wealth Management | 0.00% | No change | 10 | $327 |
| Blue Trust, Inc. | 0.00% | No change | 9 | $294 |
| True Wealth Design, LLC | 0.00% | New | 5 | $164 |
| WealthTrak Capital Management LLC | 0.00% | No change | 5 | $164 |
| MAI Capital Management | 0.00% | No change | 5 | $164 |
| Assetmark, Inc. | 0.00% | No change | 5 | $163 |
| Avion Wealth | 0.00% | New | 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.