Essential Properties RealtyEPRT
13F holders, Q2 2025 (June 30)350holders −5
40new positions
40sold out
7famous investors
$31.92avg. 13F price*
At the end of Q2 2025, 350 institutions reported holding Essential Properties Realty (EPRT) in their 13F filings, down 5 from Q1 2025. 40 opened new positions and 40 sold out. The largest holders were BlackRock, Inc. ($1.2B), Vanguard Group Inc. ($949.6M) and State Street Corp. ($358.5M). 7 famous investors held it, including Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Essential Properties Realty
- CUSIP
- 29670E107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $82.1M |
| Exits | 40 | $51.8M |
All 13F filers, Q1 2025 → Q2 2025: 17,968,925 shares bought and 14,241,251 shares sold, net +3,727,674 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 350 holders
| BlackRock, Inc. | 0.02% | Add +7.2% | 36,534,526 | $1.2B |
| Vanguard Group Inc. | 0.02% | Add +6.4% | 29,759,060 | $949.6M |
| State Street Corp. | 0.01% | Add +8.2% | 11,131,871 | $358.5M |
| Cohen & Steers, Inc. | 0.51% | Add +0.9% | 8,645,063 | $275.9M |
| Wellington Management Group LLP | 0.05% | Reduce -5.1% | 8,074,077 | $257.6M |
| Invesco Ltd. | 0.04% | Add +3.9% | 7,338,809 | $234.2M |
| Deutsche Bank AG | 0.07% | Add +6.4% | 5,656,059 | $180.5M |
| Geode Capital Management, LLC | 0.01% | Add +9.2% | 5,155,085 | $164.5M |
| Morgan Stanley | 0.01% | Reduce -4.5% | 4,702,802 | $150.1M |
| FMR LLC | 0.01% | Reduce -3.5% | 4,262,864 | $136.0M |
| T. Rowe Price Investment Management, Inc. | 0.08% | Reduce -18.3% | 4,055,309 | $129.4M |
| Alyeska Investment Group, L.P. | 0.39% | Add +15.2% | 3,411,068 | $108.8M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +8.9% | 3,284,712 | $104.8M |
| Principal Financial Group Inc. | 0.05% | Reduce -2.4% | 2,961,544 | $94.5M |
| Dimensional Fund Advisors LP | 0.02% | Add +2.8% | 2,842,108 | $90.7M |
| PGGM Investments | 1.52% | Reduce -4.6% | 2,740,968 | $87.5M |
| Norges Bank | 0.01% | Add +12.6% | 2,638,285 | $84.2M |
| Northern Trust Corp. | 0.01% | Add +4.3% | 2,629,134 | $83.9M |
| Duff & Phelps Investment Management Co. | 0.90% | Add +7.6% | 2,391,968 | $76.3M |
| Massachusetts Financial Services Co. | 0.02% | Add +11.0% | 2,262,847 | $72.2M |
| Macquarie Group Ltd. | 0.09% | Reduce -16.1% | 2,223,225 | $70.9M |
| Frontier Capital Management Co. LLC | 0.65% | Add +12.3% | 2,214,807 | $70.7M |
| Prudential Financial Inc. | 0.08% | Reduce -24.0% | 2,010,116 | $64.1M |
| Russell Investments Group, Ltd. | 0.08% | Reduce -0.6% | 1,869,732 | $59.7M |
| Millennium Management | 0.05% | Add +31.7% | 1,836,365 | $58.6M |
| Nuveen, LLC | 0.02% | Reduce -1.5% | 1,797,250 | $57.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +28.6% | 1,784,666 | $56.9M |
| Bank of New York Mellon Corp | 0.01% | Add +12.2% | 1,661,779 | $53.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.0% | 1,638,430 | $52.3M |
| Bank of America Corp. | 0.00% | Add +33.7% | 1,418,702 | $45.3M |
| Legal & General Group Plc | 0.01% | Add +18.2% | 1,407,802 | $44.9M |
| Balyasny Asset Management L.P. | 0.10% | Reduce -18.6% | 1,344,311 | $42.9M |
| Two Sigma Investments, LP | 0.07% | Add +127.7% | 1,232,781 | $39.3M |
| Thrivent Financial for Lutherans | 0.09% | Reduce -10.1% | 1,215,578 | $38.8M |
| CBRE Investment Management Listed Real Assets LLC | 0.58% | New | 1,185,456 | $37.8M |
| Alliancebernstein L.P. | 0.01% | Reduce -5.4% | 1,178,233 | $37.6M |
| Victory Capital Management Inc. | 0.02% | Reduce -17.3% | 1,177,137 | $37.6M |
| Tudor Investment Corporation | 0.28% | Add +27.3% | 1,161,739 | $37.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.06% | Reduce -2.3% | 1,114,007 | $35.5M |
| London Co. of Virginia | 0.20% | Reduce -0.3% | 1,100,587 | $35.1M |
| Brown Advisory Inc. | 0.04% | Reduce -27.9% | 1,010,758 | $32.3M |
| Ameriprise Financial Inc. | 0.01% | Add +1.2% | 989,178 | $30.4M |
| APG Asset Management US Inc. | 0.21% | Reduce -3.0% | 881,079 | $28.2M |
| Qube Research & Technologies Ltd | 0.04% | Add +104.2% | 860,497 | $27.5M |
| Amundi | 0.01% | Add +9.4% | 828,260 | $26.4M |
| Barclays PLC | 0.01% | Add +249.5% | 823,848 | $26.3M |
| Voloridge Investment Management, LLC | 0.09% | Add +1.6% | 800,525 | $25.5M |
| Heitman Real Estate Securities LLC | 1.79% | Reduce -11.7% | 791,579 | $25.3M |
| Neuberger Berman Group LLC | 0.02% | Reduce -14.8% | 758,981 | $24.2M |
| Marshall Wace, LLP | 0.03% | Reduce -31.9% | 741,489 | $23.7M |
| Brookfield Corp | 0.03% | Reduce -8.7% | 732,784 | $23.4M |
| American Century Companies Inc. | 0.01% | Reduce -15.3% | 724,147 | $23.1M |
| Capital World Investors | 0.00% | Add +205.1% | 701,760 | $22.4M |
| Public Sector Pension Investment Board | 0.09% | Add +13.1% | 673,401 | $21.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -2.8% | 599,953 | $19.1M |
| Rhumbline Advisers | 0.02% | Add +11.9% | 594,015 | $19.0M |
| FIL Ltd | 0.02% | Reduce -0.3% | 589,039 | $18.8M |
| Two Sigma Advisers, LP | 0.04% | Add +113.2% | 568,500 | $18.1M |
| HSBC Holdings PLC | 0.01% | Add +211.8% | 571,722 | $18.1M |
| Hudson Bay Capital Management LP | 0.13% | Add +101.4% | 565,130 | $18.0M |
| Handelsbanken Fonder AB | 0.06% | Reduce -15.3% | 554,300 | $17.7M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -38.6% | 550,503 | $17.6M |
| Adelante Capital Management LLC | 1.14% | Reduce -23.4% | 487,395 | $15.6M |
| Verition Fund Management LLC | 0.08% | Add +299.1% | 425,148 | $13.6M |
| Asset Management One Co., Ltd. | 0.04% | Add +7.9% | 406,887 | $13.0M |
| State of Wisconsin Investment Board | 0.03% | Reduce -6.2% | 387,470 | $12.4M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +11.2% | 376,358 | $12.0M |
| Swiss National Bank | 0.01% | Add +10.2% | 374,500 | $12.0M |
| Federated Hermes, Inc. | 0.02% | Add +57.3% | 359,948 | $11.5M |
| Wells Fargo & Company | 0.00% | Add +4.2% | 344,388 | $11.0M |
| Kennedy Capital Management LLC | 0.24% | Reduce -8.4% | 318,362 | $10.2M |
| California Public Employees Retirement System | 0.01% | Add +31.6% | 314,325 | $10.0M |
| D. E. Shaw & Co. | 0.01% | Reduce -24.1% | 310,214 | $9.9M |
| Citadel Advisors | 0.01% | Reduce -92.3% | 297,573 | $9.5M |
| Citigroup Inc. | 0.01% | Reduce -4.8% | 296,560 | $9.5M |
| Aptus Capital Advisors, LLC | 0.09% | Add +9.8% | 288,630 | $9.2M |
| Public Employees Retirement System of Ohio | 0.03% | Add +6.7% | 286,625 | $9.1M |
| Quantbot Technologies LP | 0.23% | Add +22.4% | 281,220 | $9.0M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +7.3% | 280,653 | $9.0M |
| Freestone Grove Partners LP | 0.07% | New | 277,123 | $8.8M |
| DekaBank Deutsche Girozentrale | 0.01% | Reduce -6.7% | 265,786 | $8.4M |
| Allianz Asset Management GmbH | 0.01% | Reduce -23.9% | 259,363 | $8.3M |
| Susquehanna Portfolio Strategies, LLC | 0.17% | Add +659.8% | 249,209 | $8.0M |
| Franklin Resources Inc. | 0.00% | Add +6.9% | 248,800 | $7.9M |
| Susquehanna International Group, LLP | 0.01% | Add +15.2% | 244,926 | $7.8M |
| New York State Teachers Retirement System | 0.02% | Add +2.9% | 241,591 | $7.7M |
| Meritage Portfolio Management | 0.48% | Reduce -0.1% | 238,577 | $7.6M |
| Gillson Capital LP | 0.57% | New | 233,289 | $7.4M |
| Daiwa Securities Group Inc. | 0.03% | Reduce -12.6% | 226,267 | $7.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -14.1% | 216,078 | $6.9M |
| Lighthouse Investment Partners, LLC | 0.30% | New | 215,000 | $6.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.7% | 213,872 | $6.8M |
| State of Alaska, Department of Revenue | 0.07% | Add +13.0% | 213,749 | $6.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -81.7% | 213,305 | $6.8M |
| Edgestream Partners, L.P. | 0.18% | Add +498.9% | 205,320 | $6.6M |
| B&I Capital AG | 2.21% | Add +37.4% | 204,044 | $6.5M |
| Clark Capital Management Group, Inc. | 0.04% | Add +9.1% | 185,189 | $5.9M |
| California State Teachers Retirement System | 0.01% | Add +13.4% | 183,850 | $5.9M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.04% | Reduce -11.6% | 182,182 | $5.8M |
| Stifel Financial Corp. | 0.01% | Add +0.1% | 177,547 | $5.7M |
| Schonfeld Strategic Advisors LLC | 0.04% | Reduce -76.2% | 175,914 | $5.6M |
| Fisher Asset Management | 0.00% | Reduce -46.9% | 174,964 | $5.6M |
| UBS Group AG | 0.00% | Reduce -60.8% | 166,146 | $5.3M |
| GSI Capital Advisors LLC | 2.72% | Add +0.3% | 159,416 | $5.1M |
| Bridgeway Capital Management, LLC | 0.12% | Reduce -18.2% | 158,300 | $5.1M |
| Algert Global LLC | 0.10% | Add +44.8% | 154,380 | $4.9M |
| Sei Investments Co. | 0.01% | Add +18.4% | 151,160 | $4.8M |
| Truvestments Capital LLC | 0.93% | Reduce -1.0% | 146,131 | $4.7M |
| First Trust Advisors LP | 0.00% | Add +28.4% | 145,784 | $4.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +10.3% | 142,913 | $4.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +13.3% | 140,375 | $4.5M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Reduce -1.5% | 138,300 | $4.4M |
| MetLife Investment Management, LLC | 0.02% | Add +15.6% | 124,056 | $4.0M |
| Mutual of America Capital Management LLC | 0.04% | Add +344.5% | 121,476 | $3.9M |
| SummitTX Capital, L.P. | 0.16% | Add +76.8% | 116,444 | $3.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +12.6% | 114,426 | $3.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +4.3% | 108,980 | $3.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 108,409 | $3.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +2.9% | 106,613 | $3.4M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.10% | Reduce -31.9% | 106,100 | $3.4M |
| Illinois Municipal Retirement Fund | 0.04% | Add +7.5% | 100,095 | $3.2M |
| Intech Investment Management LLC | 0.03% | Add +28.6% | 98,992 | $3.2M |
| GW&K Investment Management, LLC | 0.03% | Reduce -4.3% | 98,385 | $3.1M |
| Aurora Investment Counsel | 1.65% | Add +0.7% | 98,062 | $3.1M |
| QRG Capital Management, Inc. | 0.03% | Add +6.9% | 94,004 | $3.0M |
| ExodusPoint Capital Management, LP | 0.04% | New | 93,101 | $3.0M |
| Louisiana State Employees Retirement System | 0.05% | Add +4.4% | 92,300 | $2.9M |
| Vestcor Inc | 0.09% | Add +2.0% | 91,854 | $2.9M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -66.9% | 88,655 | $2.9M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | New | 88,671 | $2.8M |
| Royal Bank of Canada | 0.00% | Add +18.1% | 87,564 | $2.8M |
| Knights of Columbus Asset Advisors LLC | 0.17% | Reduce -5.0% | 87,444 | $2.8M |
| Greenland Capital Management LP | 0.37% | Add +193.4% | 87,203 | $2.8M |
| Janus Henderson Group PLC | 0.00% | Reduce -25.6% | 82,785 | $2.6M |
| State of Tennessee, Department of Treasury | 0.01% | Add +5.6% | 81,408 | $2.6M |
| Resona Asset Management Co.,Ltd. | 0.01% | Reduce -3.3% | 79,179 | $2.5M |
| Natixis Advisors, LLC | 0.00% | Add +49.6% | 77,237 | $2.5M |
| Sterling Capital Management LLC | 0.04% | Add +3.1% | 77,201 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Add +226.0% | 76,514 | $2.4M |
| Jane Street Group, LLC | 0.00% | Add +3.7% | 74,687 | $2.4M |
| Yousif Capital Management, LLC | 0.03% | Add +6.8% | 74,435 | $2.4M |
| Aberdeen Group plc | 0.00% | Add +18.8% | 70,998 | $2.3M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 67,381 | $2.2M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +42.6% | 63,530 | $2.0M |
| New York State Common Retirement Fund | 0.00% | Add +14.3% | 63,516 | $2.0M |
| Jackson Creek Investment Advisors LLC | 0.53% | Add +15.9% | 61,596 | $2.0M |
| Voya Investment Management LLC | 0.00% | Add +11.2% | 61,362 | $2.0M |
| Polaris Capital Management, LLC | 0.13% | No change | 60,700 | $1.9M |
| Pensionfund PDN | 1.30% | No change | 60,500 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 60,340 | $1.9M |
| Capital Fund Management S.A. | 0.02% | New | 58,955 | $1.9M |
| Maryland State Retirement & Pension System | 0.04% | Add +5.9% | 58,046 | $1.9M |
| Arizona State Retirement System | 0.01% | Add +13.7% | 57,194 | $1.8M |
| UniSuper Management Pty Ltd | 0.01% | Add +13.4% | 55,900 | $1.8M |
| Amalgamated Bank | 0.01% | Add +4.5% | 55,522 | $1.8M |
| NFJ Investment Group, LLC | 0.06% | Reduce -0.6% | 54,671 | $1.7M |
| Moran Wealth Management, LLC | 0.05% | Reduce -1.1% | 54,430 | $1.7M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +5.9% | 53,616 | $1.7M |
| Vanderbilt University | 0.32% | Add +11.9% | 53,537 | $1.7M |
| New Age Alpha Advisors, LLC | 0.07% | Reduce -65.3% | 53,190 | $1.7M |
| Burney Co./ | 0.06% | Reduce -0.4% | 52,310 | $1.7M |
| Venture Visionary Partners LLC | 0.06% | No change | 50,000 | $1.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 50,000 | $1.6M |
| Bank of Montreal | 0.00% | Reduce -82.1% | 49,937 | $1.6M |
| Exchange Traded Concepts, LLC | 0.02% | Add +6.2% | 49,541 | $1.6M |
| M&T Bank Corp | 0.01% | Add +3.2% | 47,422 | $1.5M |
| Landscape Capital Management, L.L.C. | 0.12% | Reduce -1.6% | 46,259 | $1.5M |
| Teacher Retirement System of Texas | 0.01% | Add +20.1% | 45,600 | $1.5M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +19.2% | 45,034 | $1.4M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +4.7% | 45,003 | $1.4M |
| Engineers Gate Manager LP | 0.02% | New | 44,908 | $1.4M |
| ProShare Advisors LLC | 0.00% | Add +6.8% | 44,354 | $1.4M |
| Van Eck Associates Corp. | 0.00% | Add +26.0% | 43,729 | $1.4M |
| Lazard Asset Management LLC | 0.00% | Add +1.4% | 43,461 | $1.4M |
| KLP Kapitalforvaltning As | 0.01% | Add +15.5% | 40,300 | $1.3M |
| BNP Paribas Financial Markets | 0.00% | Reduce -45.8% | 40,426 | $1.3M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Reduce -1.9% | 38,156 | $1.2M |
| STRS Ohio | 0.00% | Add +14.3% | 37,500 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.8% | 36,734 | $1.2M |
| Cookson Peirce & Co. Inc. | 0.05% | Add +6.6% | 33,905 | $1.1M |
| Metis Global Partners, LLC | 0.03% | Add +37.5% | 32,689 | $1.0M |
| MML Investors Services, LLC | 0.00% | Add +10.5% | 31,929 | $1.0M |
| IFM Investors Pty Ltd | 0.01% | Reduce -9.6% | 31,867 | $1.0M |
| LPL Financial LLC | 0.00% | Add +10.1% | 31,725 | $1.0M |
| Pensionfund Sabic | 0.28% | No change | 30,500 | $973K |
| Bridgefront Capital, LLC | 0.26% | New | 30,264 | $966K |
| Elo Mutual Pension Insurance Co | 0.02% | Add +5.8% | 29,695 | $948K |
| MQS Management LLC | 0.52% | Add +94.7% | 29,614 | $945K |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +7.6% | 29,299 | $935K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -5.3% | 29,034 | $929K |
| TCW Group Inc. | 0.01% | Reduce -1.0% | 27,591 | $880K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -9.3% | 27,584 | $880K |
| AQR Capital Management | 0.00% | Add +23.9% | 27,552 | $879K |
| Perennial Investment Advisors, LLC | 0.09% | Reduce -4.1% | 27,494 | $877K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -30.1% | 26,473 | $845K |
| Brevan Howard Capital Management LP | 0.01% | New | 25,970 | $829K |
| Horizon Investments, LLC | 0.01% | New | 25,771 | $822K |
| Bailard, Inc. | 0.02% | Reduce -17.5% | 25,053 | $799K |
| Cibc World Markets Corp. | 0.01% | Reduce -37.1% | 24,498 | $782K |
| SG Americas Securities, LLC | 0.00% | Add +14.6% | 23,872 | $762K |
| Centersquare Investment Management LLC | 0.01% | Add +2.2% | 23,093 | $737K |
| Invst, LLC | 0.09% | Reduce -3.4% | 22,553 | $720K |
| Allworth Financial LP | 0.00% | Add +2890.8% | 22,192 | $708K |
| Sit Investment Associates Inc. | 0.01% | No change | 21,975 | $701K |
| Selective Wealth Management, Inc. | 0.25% | No change | 21,709 | $672K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +14.4% | 20,299 | $648K |
| CSM Advisors, LLC | 0.02% | New | 19,016 | $606K |
| Fortis Capital Advisors, LLC | 0.11% | Add +3.2% | 18,558 | $592K |
| Belpointe Asset Management LLC | 0.02% | Add +3.2% | 18,558 | $592K |
| Henshaw Capital LLC | 0.02% | No change | 18,295 | $584K |
| Jump Financial, LLC | 0.01% | Add +7.1% | 18,250 | $582K |
| Quadrant Capital Group LLC | 0.02% | Add +4.5% | 18,232 | $582K |
| Allstate Corp. | 0.04% | Reduce -74.1% | 18,219 | $581K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +188.2% | 18,191 | $580K |
| Mariner, LLC | 0.00% | Reduce -39.8% | 17,897 | $571K |
| Glenmede Investment Management, LP | 0.00% | — | 17,677 | $564K |
| Graham Capital Management, L.P. | 0.02% | New | 17,015 | $543K |
| Creative Planning | 0.00% | Add +38.4% | 16,531 | $528K |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.2% | 16,382 | $523K |
| Cambria Investment Management, L.P. | 0.03% | Add +14.3% | 15,865 | $506K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 15,825 | $505K |
| Xponance LLC | 0.00% | Add +10.6% | 15,506 | $495K |
| Gsa Capital Partners LLP | 0.03% | New | 15,287 | $488K |
| &partners | 0.00% | Add +8.7% | 14,986 | $478K |
| Caxton Associates LLP | 0.01% | Reduce -31.8% | 13,996 | $447K |
| Severin Investments, LLC | 0.41% | Reduce -42.9% | 13,647 | $435K |
| EntryPoint Capital, LLC | 0.21% | Reduce -3.7% | 13,192 | $421K |
| Prudent Man Advisors, LLC | 0.13% | Add +15.1% | 12,882 | $411K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +5.2% | 12,479 | $398K |
| Mackenzie Financial Corp. | 0.00% | Add +3.9% | 12,094 | $386K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -10.7% | 11,965 | $381K |
| Osaic Holdings, Inc. | 0.00% | Reduce -25.6% | 11,730 | $374K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.5% | 11,597 | $370K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 11,404 | $364K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +0.5% | 11,311 | $361K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.6% | 10,955 | $350K |
| PharVision Advisers, LLC | 0.50% | New | 10,860 | $347K |
| Pursue Wealth Partners LLC | 0.19% | No change | 10,560 | $337K |
| Lido Advisors, LLC | 0.00% | Reduce -9.3% | 10,225 | $329K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -45.9% | 10,316 | $329K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +15.7% | 10,314 | $329K |
| NJ State Employees Deferred Compensation Plan | 0.04% | No change | 10,000 | $319K |
| Cetera Investment Advisers | 0.00% | Add +2.1% | 9,970 | $318K |
| Los Angeles Capital Management LLC | 0.00% | No change | 9,871 | $315K |
| Profund Advisors LLC | 0.01% | Add +14.7% | 9,855 | $314K |
| Virtu Financial LLC | 0.02% | New | 9,680 | $309K |
| BCO Wealth Management LLC | 0.22% | No change | 9,650 | $308K |
| Norinchukin Bank, The | 0.00% | Add +8.5% | 9,413 | $300K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -7.1% | 9,208 | $294K |
| EP Wealth Advisors, LLC | 0.00% | Add +7.4% | 9,144 | $292K |
| Choreo, LLC | 0.00% | Reduce -0.4% | 8,965 | $289K |
| Cerity Partners LLC | 0.00% | Reduce -11.2% | 8,980 | $287K |
| Cetera Trust Company, N.A | 0.17% | Add +2.3% | 8,975 | $286K |
| Aigen Investment Management, LP | 0.04% | New | 8,852 | $282K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -7.4% | 8,817 | $281K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -15.8% | 8,767 | $280K |
| Evergreen Capital Management LLC | 0.01% | Add +13.6% | 8,529 | $275K |
| Lifestyle Asset Management, Inc. | 0.13% | New | 8,580 | $274K |
| Dark Forest Capital Management LP | 0.01% | Reduce -34.1% | 8,271 | $264K |
| Ethic Inc. | 0.00% | Add +16.6% | 8,230 | $263K |
| Praxis Investment Management Inc. | 0.02% | No change | 7,790 | $249K |
| Captrust Financial Advisors | 0.00% | Add +0.6% | 7,802 | $249K |
| Renaissance Group LLC | 0.01% | Reduce -2.8% | 7,565 | $241K |
| FJ Capital Management LLC | 0.03% | New | 7,520 | $240K |
| Headlands Technologies LLC | 0.03% | Add +196.1% | 7,260 | $232K |
| Quantinno Capital Management LP | 0.00% | New | 7,124 | $227K |
| Susquehanna Fundamental Investments, LLC | 0.01% | Reduce -96.5% | 7,060 | $225K |
| Shelton Capital Management | 0.00% | No change | 6,621 | $211K |
| M&G PLC | 0.00% | New | 6,262 | $200K |
| Covestor Ltd | 0.11% | Reduce -19.1% | 5,951 | $190K |
| KBC Group NV | 0.00% | Reduce -28.1% | 5,812 | $185K |
| US Bancorp \de | 0.00% | Add +8.2% | 5,486 | $175K |
| Virtus Investment Advisers, LLC | 0.06% | Add +11.6% | 5,303 | $169K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -2.3% | 5,272 | $168K |
| Point72 Asset Management | 0.00% | New | 5,025 | $160K |
| GAMMA Investing LLC | 0.01% | Add +21.5% | 5,003 | $160K |
| Signaturefd, LLC | 0.00% | Add +8.7% | 3,981 | $127K |
| Archer Investment Corp | 0.03% | No change | 3,650 | $116K |
| Quarry LP | 0.03% | Add +181.0% | 3,586 | $114K |
| GF Fund Management Co. LTD. | 0.00% | Add +4.1% | 3,457 | $110K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 3,379 | $108K |
| Morse Asset Management, Inc | 0.02% | Reduce -5.7% | 3,325 | $106K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -66.3% | 3,021 | $96K |
| Principal Securities, Inc. | 0.00% | Add +40.3% | 2,994 | $96K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 2,325 | $74K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -7.9% | 2,292 | $73K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.0% | 2,098 | $67K |
| Jones Financial Companies LLLP | 0.00% | Add +7.9% | 2,081 | $66K |
| Danske Bank A/S | 0.00% | Add +533.3% | 1,900 | $61K |
| Heritage Wealth Advisors | 0.00% | No change | 1,550 | $49K |
| Caitong International Asset Management Co., Ltd | 0.03% | New | 1,391 | $44K |
| Cwm, LLC | 0.00% | Add +19.0% | 1,385 | $44K |
| Franchise Capital Ltd | 0.02% | No change | 1,287 | $41K |
| Versant Capital Management, Inc | 0.01% | No change | 1,211 | $39K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.4% | 1,132 | $36K |
| CI Investments Inc. | 0.00% | Add +55.4% | 1,052 | $34K |
| Fifth Third Bancorp | 0.00% | Add +10.4% | 946 | $30K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -2.8% | 923 | $29K |
| Crowley Wealth Management, Inc. | 0.03% | No change | 880 | $28K |
| Asset Dedication, LLC | 0.00% | No change | 867 | $28K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 876 | $26K |
| UMB Bank, n.a. | 0.00% | Add +22.2% | 816 | $26K |
| TD Private Client Wealth LLC | 0.00% | New | 778 | $25K |
| Brooklyn Investment Group | 0.00% | Add +541.0% | 673 | $21K |
| Global Retirement Partners, LLC | 0.00% | — | 672 | $21K |
| Hantz Financial Services, Inc. | 0.00% | New | 647 | $21K |
| Bessemer Group Inc. | 0.00% | Add +9.3% | 658 | $21K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -2.7% | 620 | $20K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -17.9% | 572 | $18K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2578.9% | 509 | $16K |
| North Star Investment Management Corp. | 0.00% | No change | 500 | $16K |
| Rothschild Investment LLC | 0.00% | Add +36.7% | 410 | $13K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -23.0% | 382 | $12K |
| Atwood & Palmer Inc. | 0.00% | New | 375 | $12K |
| MAI Capital Management | 0.00% | Add +6880.0% | 349 | $11K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -25.4% | 340 | $11K |
| Whittier Trust Co. | 0.00% | New | 330 | $11K |
| Larson Financial Group LLC | 0.00% | Add +452.1% | 265 | $8K |
| Parallel Advisors, LLC | 0.00% | Add +8.2% | 263 | $8K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 259 | $8K |
| Richardson Financial Services Inc. | 0.01% | No change | 243 | $8K |
| Clearstead Advisors, LLC | 0.00% | New | 208 | $7K |
| Parkside Financial Bank & Trust | 0.00% | Add +43.1% | 196 | $6K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 181 | $6K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +90.8% | 166 | $5K |
| Key Financial Inc | 0.00% | No change | 152 | $5K |
| High Note Wealth, LLC | 0.00% | No change | 143 | $5K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | Reduce -3.1% | 126 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 106 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 94 | $3K |
| Arax Advisory Partners | 0.00% | No change | 84 | $3K |
| Clearstead Trust, LLC | 0.00% | New | 79 | $3K |
| Webster Bank, N. A. | 0.00% | New | 75 | $2K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 66 | $2K |
| Park Square Financial Group, LLC | 0.00% | New | 63 | $2K |
| Lanark Financial, Inc. | 0.00% | Add +1.4% | 71 | $2K |
| Assetmark, Inc. | 0.00% | Add +1060.0% | 58 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 50 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -53.6% | 51 | $2K |
| Sierra Ocean, LLC | 0.00% | No change | 44 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 35 | $1K |
| NewSquare Capital LLC | 0.00% | No change | 21 | $670 |
| Huntington National Bank | 0.00% | No change | 18 | $574 |
| Hughes Financial Services, LLC | 0.00% | New | 17 | $510 |
| Crewe Advisors LLC | 0.00% | Reduce -7.1% | 13 | $415 |
| Abound Wealth Management | 0.00% | No change | 10 | $320 |
| Blue Trust, Inc. | 0.00% | No change | 9 | $287 |
| True Wealth Design, LLC | 0.00% | No change | 5 | $160 |
| WealthTrak Capital Management LLC | 0.00% | No change | 5 | $160 |
| 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.