Essential Properties RealtyEPRT
13F holders, Q4 2025 (December 31)358holders +14
40new positions
41sold out
5famous investors
$29.65avg. 13F price*
At the end of Q4 2025, 358 institutions reported holding Essential Properties Realty (EPRT) in their 13F filings, up 14 from Q3 2025. 40 opened new positions and 41 sold out. The largest holders were BlackRock, Inc. ($1.1B), Vanguard Group Inc. ($877.6M) and Cohen & Steers, Inc. ($552.0M). 5 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 Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Essential Properties Realty
- CUSIP
- 29670E107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $110.4M |
| Exits | 41 | $66.3M |
All 13F filers, Q3 2025 → Q4 2025: 32,041,034 shares bought and 18,369,835 shares sold, net +13,671,199 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 358 holders
| BlackRock, Inc. | 0.02% | Reduce -0.9% | 37,158,532 | $1.1B |
| Vanguard Group Inc. | 0.01% | Reduce -0.2% | 29,587,182 | $877.6M |
| Cohen & Steers, Inc. | 1.00% | Add +111.6% | 18,611,967 | $552.0M |
| State Street Corp. | 0.01% | Reduce -0.4% | 11,152,252 | $334.2M |
| Wellington Management Group LLP | 0.04% | Add +5.7% | 7,844,570 | $232.7M |
| Invesco Ltd. | 0.02% | Reduce -6.2% | 5,854,549 | $173.6M |
| Geode Capital Management, LLC | 0.01% | Add +0.5% | 5,240,401 | $155.5M |
| Morgan Stanley | 0.01% | Add +5.0% | 5,121,515 | $151.9M |
| FMR LLC | 0.01% | Add +1.1% | 4,291,473 | $127.3M |
| Daiwa Securities Group Inc. | 0.39% | Add +4681.4% | 3,997,593 | $118.6M |
| Prudential Financial Inc. | 0.14% | Add +212.9% | 3,809,872 | $113.0M |
| Massachusetts Financial Services Co. | 0.04% | Add +59.9% | 3,803,496 | $112.8M |
| Deutsche Bank AG | 0.04% | Add +12.2% | 3,639,491 | $107.9M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +3.9% | 3,445,867 | $102.2M |
| Duff & Phelps Investment Management Co. | 1.15% | Add +16.7% | 3,424,842 | $101.6M |
| Alyeska Investment Group, L.P. | 0.28% | Add +37.8% | 3,332,756 | $98.8M |
| Barclays PLC | 0.04% | Add +47.4% | 3,260,415 | $96.7M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -0.8% | 2,916,824 | $86.5M |
| PGGM Investments | 1.29% | No change | 2,740,968 | $81.3M |
| Balyasny Asset Management L.P. | 0.16% | Reduce -31.9% | 2,704,196 | $80.2M |
| Principal Financial Group Inc. | 0.04% | Reduce -0.9% | 2,668,587 | $79.2M |
| Northern Trust Corp. | 0.01% | Reduce -9.4% | 2,343,376 | $69.5M |
| Norges Bank | 0.01% | — | 2,308,394 | $68.5M |
| Two Sigma Investments, LP | 0.09% | Add +182.1% | 1,988,271 | $59.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -16.3% | 1,917,751 | $56.9M |
| Nomura Asset Management International Inc. | 0.08% | — | 1,727,093 | $51.2M |
| Nuveen, LLC | 0.01% | Reduce -14.1% | 1,576,322 | $46.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.7% | 1,564,057 | $46.4M |
| CBRE Investment Management Listed Real Assets LLC | 0.66% | Reduce -30.5% | 1,520,150 | $45.1M |
| Russell Investments Group, Ltd. | 0.05% | Add +16.8% | 1,492,744 | $44.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -23.0% | 1,453,994 | $43.1M |
| Two Sigma Advisers, LP | 0.08% | Add +1602.1% | 1,445,100 | $42.9M |
| Frontier Capital Management Co. LLC | 0.45% | Reduce -13.8% | 1,443,961 | $42.8M |
| Legal & General Group Plc | 0.01% | Add +9.0% | 1,397,170 | $41.4M |
| Holocene Advisors, LP | 0.09% | New | 1,362,280 | $40.4M |
| Schonfeld Strategic Advisors LLC | 0.19% | Add +12043.0% | 1,260,566 | $37.4M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Reduce -38.5% | 1,191,489 | $35.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -2.9% | 1,174,772 | $34.8M |
| Qube Research & Technologies Ltd | 0.05% | Add +77.7% | 1,062,497 | $31.5M |
| Alliancebernstein L.P. | 0.01% | Add +14.7% | 1,053,465 | $31.2M |
| Adage Capital Partners Gp, L.L.C. | 0.05% | Reduce -0.5% | 1,030,000 | $30.5M |
| American Century Companies Inc. | 0.02% | Reduce -1.4% | 1,027,283 | $30.5M |
| London Co. of Virginia | 0.17% | Reduce -4.2% | 1,014,490 | $30.1M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -10.0% | 1,012,175 | $30.0M |
| Victory Capital Management Inc. | 0.02% | Add +7.2% | 981,285 | $29.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.05% | Add +14.9% | 975,355 | $29.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -1.3% | 1,025,331 | $28.6M |
| Boston Partners | 0.03% | New | 929,655 | $27.6M |
| Bank of America Corp. | 0.00% | Reduce -10.6% | 913,976 | $27.1M |
| Gillson Capital LP | 1.76% | New | 906,694 | $26.9M |
| APG Asset Management US Inc. | 0.20% | No change | 881,079 | $26.1M |
| HSBC Holdings PLC | 0.01% | Reduce -5.4% | 829,555 | $24.6M |
| Neuberger Berman Group LLC | 0.02% | Reduce -4.2% | 817,631 | $24.3M |
| Marshall Wace, LLP | 0.02% | Add +15.2% | 774,596 | $23.0M |
| Capital World Investors | 0.00% | Add +3.9% | 729,238 | $21.6M |
| STRS Ohio | 0.08% | Add +28.0% | 719,600 | $21.3M |
| Public Sector Pension Investment Board | 0.07% | Reduce -11.3% | 685,804 | $20.3M |
| Brookfield Corp | 0.02% | Reduce -1.7% | 669,714 | $19.9M |
| Tudor Investment Corporation | 0.10% | Reduce -49.0% | 605,047 | $17.9M |
| Kennedy Capital Management LLC | 0.37% | Add +12.6% | 582,586 | $17.3M |
| Rhumbline Advisers | 0.01% | Reduce -3.8% | 557,351 | $16.5M |
| Sei Investments Co. | 0.02% | Add +254.3% | 514,378 | $15.3M |
| Hazelview Securities Inc. | 2.90% | Reduce -21.9% | 500,358 | $15.0M |
| Federated Hermes, Inc. | 0.02% | Add +31.8% | 471,248 | $14.0M |
| Lighthouse Investment Partners, LLC | 0.46% | Reduce -32.9% | 470,000 | $13.9M |
| Wells Fargo & Company | 0.00% | Add +27.6% | 455,989 | $13.5M |
| Voloridge Investment Management, LLC | 0.05% | Reduce -11.6% | 440,028 | $13.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -17.4% | 408,227 | $12.2M |
| UBS Group AG | 0.00% | Reduce -22.9% | 406,353 | $12.1M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +0.6% | 398,594 | $11.8M |
| State of Wisconsin Investment Board | 0.03% | Add +3.2% | 397,070 | $11.8M |
| Susquehanna Portfolio Strategies, LLC | 0.18% | Add +103.6% | 395,042 | $11.7M |
| Swiss National Bank | 0.01% | Add +2.0% | 390,700 | $11.6M |
| Asset Management One Co., Ltd. | 0.03% | Reduce -5.9% | 386,741 | $11.5M |
| SummitTX Capital, L.P. | 0.34% | Add +11.8% | 382,917 | $11.4M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.07% | Add +1.9% | 375,732 | $11.1M |
| California Public Employees Retirement System | 0.01% | Add +4.0% | 350,683 | $10.4M |
| Aptus Capital Advisors, LLC | 0.08% | Add +0.4% | 333,889 | $9.9M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +3.9% | 306,806 | $9.1M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -3.1% | 276,602 | $8.2M |
| Adelante Capital Management LLC | 0.55% | Reduce -18.9% | 411,313 | $8.1M |
| Amundi | 0.00% | Reduce -68.9% | 265,514 | $7.9M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 265,786 | $7.7M |
| B&I Capital AG | 2.67% | Add +11.8% | 253,484 | $7.5M |
| Citigroup Inc. | 0.01% | Add +41.4% | 252,076 | $7.5M |
| Allianz Asset Management GmbH | 0.01% | Add +27.5% | 243,220 | $7.2M |
| New York State Teachers Retirement System | 0.01% | Reduce -1.6% | 236,729 | $7.0M |
| Clark Capital Management Group, Inc. | 0.04% | Add +12.0% | 234,111 | $6.9M |
| Millennium Management | 0.01% | Reduce -79.2% | 227,497 | $6.7M |
| State of Alaska, Department of Revenue | 0.07% | Add +12.6% | 220,684 | $6.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -1.4% | 215,189 | $6.4M |
| Verition Fund Management LLC | 0.04% | Reduce -60.9% | 212,419 | $6.3M |
| Franklin Resources Inc. | 0.00% | Reduce -26.7% | 210,007 | $6.2M |
| Seven Grand Managers, LLC | 0.45% | New | 200,000 | $5.9M |
| Meritage Portfolio Management | 0.39% | Reduce -5.3% | 199,338 | $5.9M |
| California State Teachers Retirement System | 0.01% | Reduce -0.1% | 188,726 | $5.6M |
| Edgestream Partners, L.P. | 0.16% | Reduce -47.0% | 186,253 | $5.5M |
| Stifel Financial Corp. | 0.00% | Reduce -1.3% | 175,851 | $5.2M |
| Fisher Asset Management | 0.00% | Add +0.1% | 175,080 | $5.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +8.5% | 172,733 | $5.1M |
| Algert Global LLC | 0.08% | No change | 169,610 | $5.0M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -69.8% | 169,386 | $5.0M |
| Caxton Associates LLP | 0.10% | Reduce -4.7% | 167,569 | $5.0M |
| Vestcor Inc | 0.14% | Add +5.5% | 163,688 | $4.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +3.5% | 155,918 | $4.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -16.1% | 149,891 | $4.4M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.12% | Add +40.7% | 149,105 | $4.4M |
| GSI Capital Advisors LLC | 2.45% | Add +0.3% | 147,682 | $4.4M |
| FIL Ltd | 0.00% | Reduce -23.1% | 127,906 | $3.8M |
| Truvestments Capital LLC | 0.68% | Reduce -2.8% | 126,386 | $3.7M |
| Exchange Traded Concepts, LLC | 0.03% | Add +3.7% | 123,063 | $3.7M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | Add +60.1% | 122,358 | $3.6M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Reduce -9.5% | 119,836 | $3.6M |
| Curi Capital, LLC | 0.06% | No change | 116,204 | $3.4M |
| MetLife Investment Management, LLC | 0.02% | Reduce -4.8% | 116,133 | $3.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -1.2% | 113,574 | $3.4M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -3.3% | 110,372 | $3.3M |
| Illinois Municipal Retirement Fund | 0.04% | Add +1.3% | 109,896 | $3.3M |
| Macquarie Group Ltd. | 0.01% | Reduce -94.8% | 105,745 | $3.1M |
| Aurora Investment Counsel | 1.55% | Add +2.3% | 99,458 | $2.9M |
| ExodusPoint Capital Management, LP | 0.03% | Reduce -8.1% | 98,427 | $2.9M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.3% | 95,119 | $2.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.0% | 92,346 | $2.7M |
| Louisiana State Employees Retirement System | 0.05% | Reduce -0.3% | 90,800 | $2.7M |
| Janus Henderson Group PLC | 0.00% | No change | 86,722 | $2.6M |
| Dockside LLC | 0.65% | — | 85,743 | $2.5M |
| Intech Investment Management LLC | 0.02% | Reduce -29.2% | 85,033 | $2.5M |
| Handelsbanken Fonder AB | 0.01% | Reduce -89.0% | 84,700 | $2.5M |
| Resona Asset Management Co.,Ltd. | 0.01% | Reduce -4.8% | 83,233 | $2.5M |
| Aberdeen Group plc | 0.00% | Add +4.3% | 82,726 | $2.5M |
| Bridgeway Capital Management, LLC | 0.05% | Reduce -40.3% | 82,600 | $2.4M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -9.0% | 79,004 | $2.4M |
| Sterling Capital Management LLC | 0.04% | Reduce -5.6% | 80,177 | $2.4M |
| TCW Group Inc. | 0.02% | Add +34.8% | 77,694 | $2.3M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -10.9% | 74,669 | $2.2M |
| Greenland Capital Management LP | 0.34% | New | 73,835 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +2.1% | 69,801 | $2.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -10.0% | 65,348 | $1.9M |
| New York State Common Retirement Fund | 0.00% | No change | 63,516 | $1.9M |
| Graham Capital Management, L.P. | 0.09% | Add +527.8% | 62,991 | $1.9M |
| QRG Capital Management, Inc. | 0.02% | Add +2.1% | 62,433 | $1.9M |
| Brown Advisory Inc. | 0.00% | Reduce -89.8% | 61,336 | $1.8M |
| Polaris Capital Management, LLC | 0.15% | No change | 60,700 | $1.8M |
| Pensionfund PDN | 1.18% | No change | 60,500 | $1.8M |
| SG Americas Securities, LLC | 0.00% | Add +4.5% | 59,557 | $1.8M |
| Amalgamated Bank | 0.01% | Add +2.1% | 57,609 | $1.7M |
| Yousif Capital Management, LLC | 0.02% | Reduce -12.8% | 54,205 | $1.7M |
| AQR Capital Management | 0.00% | Add +10.0% | 54,992 | $1.6M |
| Arizona State Retirement System | 0.01% | Reduce -6.0% | 54,918 | $1.6M |
| Fox Run Management, L.L.C. | 0.25% | New | 54,308 | $1.6M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Reduce -3.9% | 54,064 | $1.6M |
| Van Eck Associates Corp. | 0.00% | Add +9.8% | 53,203 | $1.6M |
| Landscape Capital Management, L.L.C. | 0.10% | Reduce -8.8% | 52,380 | $1.6M |
| Moran Wealth Management, LLC | 0.05% | Reduce -2.9% | 52,316 | $1.6M |
| Natixis Advisors, LLC | 0.00% | Add +5.6% | 52,157 | $1.5M |
| Allstate Corp. | 0.02% | Add +175.7% | 50,223 | $1.5M |
| Venture Visionary Partners LLC | 0.05% | No change | 50,000 | $1.5M |
| Lazard Asset Management LLC | 0.00% | Reduce -40.5% | 49,643 | $1.5M |
| Credit Agricole S A | 0.00% | No change | 49,220 | $1.5M |
| Royal Bank of Canada | 0.00% | Reduce -1.9% | 48,136 | $1.4M |
| M&T Bank Corp | 0.00% | Add +62.2% | 47,772 | $1.4M |
| Burney Co./ | 0.04% | Reduce -2.8% | 47,614 | $1.4M |
| Metis Global Partners, LLC | 0.03% | Add +5.3% | 46,870 | $1.4M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +1.6% | 45,303 | $1.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Reduce -16.3% | 44,971 | $1.3M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 44,543 | $1.3M |
| Voya Investment Management LLC | 0.00% | Reduce -0.9% | 42,845 | $1.3M |
| New Age Alpha Advisors, LLC | 0.05% | Reduce -14.4% | 42,609 | $1.3M |
| KLP Kapitalforvaltning As | 0.00% | No change | 42,200 | $1.3M |
| NFJ Investment Group, LLC | 0.04% | Reduce -22.9% | 42,135 | $1.2M |
| First Trust Advisors LP | 0.00% | Reduce -54.0% | 41,178 | $1.2M |
| UniSuper Management Pty Ltd | 0.01% | Reduce -27.4% | 40,600 | $1.2M |
| Picton Mahoney Asset Management | 0.01% | Add +115385.7% | 40,420 | $1.2M |
| ProShare Advisors LLC | 0.00% | Add +3.2% | 38,645 | $1.1M |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Reduce -1.5% | 37,299 | $1.1M |
| LPL Financial LLC | 0.00% | Add +30.2% | 36,737 | $1.1M |
| Quantbot Technologies LP | 0.04% | Reduce -35.9% | 36,033 | $1.1M |
| Vanderbilt University | 0.18% | Add +42.0% | 35,763 | $1.1M |
| Bridgefront Capital, LLC | 0.26% | Add +31.0% | 34,598 | $1.0M |
| MML Investors Services, LLC | 0.00% | Add +19.7% | 34,493 | $1.0M |
| IFM Investors Pty Ltd | 0.01% | Add +0.1% | 32,052 | $951K |
| Bank of Montreal | 0.00% | Reduce -2.8% | 31,049 | $934K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +3.9% | 30,449 | $903K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +13.7% | 29,731 | $882K |
| Maryland State Retirement & Pension System | 0.02% | Add +2.5% | 29,186 | $866K |
| Pictet Asset Management Holding SA | 0.00% | Add +10.2% | 29,122 | $864K |
| Pensionfund Sabic | 0.22% | No change | 27,500 | $816K |
| Perennial Investment Advisors, LLC | 0.06% | Reduce -0.5% | 27,391 | $812K |
| XTX Topco Ltd | 0.02% | New | 27,324 | $810K |
| Sit Investment Associates Inc. | 0.02% | Add +20.0% | 26,375 | $782K |
| Mercer Global Advisors Inc. | 0.00% | Add +8.2% | 25,954 | $770K |
| Capital Fund Management S.A. | 0.01% | Reduce -72.1% | 25,758 | $764K |
| AlphaQuest LLC | 0.04% | Reduce -39.0% | 25,456 | $755K |
| Selective Wealth Management, Inc. | 0.21% | No change | 21,709 | $663K |
| Teacher Retirement System of Texas | 0.00% | Reduce -55.1% | 21,621 | $641K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +10.0% | 19,722 | $593K |
| Groupe la Francaise | 0.01% | Add +9.7% | 19,860 | $589K |
| Quantinno Capital Management LP | 0.00% | Add +8.8% | 19,839 | $588K |
| Creative Planning | 0.00% | Add +16.8% | 19,513 | $579K |
| Cambria Investment Management, L.P. | 0.03% | Add +0.0% | 18,347 | $544K |
| HighTower Advisors, LLC | 0.00% | Reduce -80.5% | 18,271 | $542K |
| Glenmede Trust Co. NA | 0.00% | — | 18,231 | $541K |
| Quadrant Capital Group LLC | 0.02% | Add +4.3% | 17,698 | $525K |
| FJ Capital Management LLC | 0.06% | Reduce -53.5% | 17,665 | $524K |
| Centersquare Investment Management LLC | 0.01% | Reduce -26.1% | 16,944 | $503K |
| Invst, LLC | 0.05% | Reduce -24.8% | 16,719 | $496K |
| Corient Private Wealth LP | 0.00% | Add +15.3% | 16,678 | $495K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -0.8% | 16,474 | $489K |
| Boothbay Fund Management, LLC | 0.01% | Add +18.2% | 16,200 | $480K |
| Summit Global Investments | 0.03% | New | 16,115 | $478K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -38.1% | 15,878 | $471K |
| Xponance LLC | 0.00% | Add +0.9% | 15,842 | $470K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 15,825 | $469K |
| Jump Financial, LLC | 0.01% | New | 14,696 | $436K |
| EntryPoint Capital, LLC | 0.17% | No change | 14,304 | $424K |
| &partners | 0.00% | Reduce -5.5% | 14,283 | $424K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 14,209 | $421K |
| Pathstone Holdings, LLC | 0.00% | Add +5.7% | 14,070 | $418K |
| Commonwealth Equity Services, LLC | 0.00% | Add +12.3% | 14,102 | $418K |
| Profund Advisors LLC | 0.01% | Add +50.4% | 13,957 | $414K |
| State of Wyoming | 0.05% | New | 13,917 | $413K |
| Vise Technologies, Inc. | 0.01% | New | 13,865 | $411K |
| Mackenzie Financial Corp. | 0.00% | Reduce -2.3% | 13,641 | $410K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +7.4% | 13,684 | $406K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -63.5% | 13,181 | $391K |
| Cibc World Markets Corp. | 0.00% | — | 13,153 | $390K |
| Pasadena Private Wealth, LLC | 0.05% | New | 12,785 | $379K |
| Citadel Advisors | 0.00% | Reduce -99.6% | 12,778 | $379K |
| Severin Investments, LLC | 0.33% | Reduce -7.6% | 12,721 | $377K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.6% | 12,704 | $377K |
| Cetera Investment Advisers | 0.00% | Add +1.7% | 12,664 | $376K |
| VARCOV Co. | 0.15% | — | 12,444 | $369K |
| Fieldview Capital Management, LLC | 0.06% | New | 12,000 | $356K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.8% | 11,927 | $354K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +30.7% | 11,872 | $352K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -2.1% | 11,715 | $347K |
| Polymer Capital Management (US) LLC | 0.04% | New | 11,528 | $342K |
| Lifestyle Asset Management, Inc. | 0.11% | Reduce -8.3% | 11,494 | $341K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.4% | 11,361 | $337K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 11,311 | $335K |
| Squarepoint Ops LLC | 0.00% | Reduce -27.1% | 11,113 | $330K |
| Pursue Wealth Partners LLC | 0.15% | No change | 10,560 | $313K |
| Captrust Financial Advisors | 0.00% | Add +24.8% | 10,098 | $300K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +7.5% | 9,899 | $294K |
| Lido Advisors, LLC | 0.00% | Add +3.7% | 9,714 | $292K |
| Evergreen Capital Management LLC | 0.01% | Add +27.9% | 9,709 | $291K |
| CIBC Asset Management Inc | 0.00% | New | 9,747 | $289K |
| BCO Wealth Management LLC | 0.18% | No change | 9,650 | $286K |
| Norinchukin Bank, The | 0.00% | Reduce -3.2% | 9,059 | $269K |
| Cetera Trust Company, N.A | 0.14% | Add +0.3% | 9,000 | $267K |
| Choreo, LLC | 0.00% | Add +1.9% | 8,850 | $266K |
| Swiss Life Asset Management Ltd | 0.00% | No change | 8,964 | $266K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 8,913 | $264K |
| Covestor Ltd | 0.13% | Add +83.0% | 8,506 | $252K |
| EP Wealth Advisors, LLC | 0.00% | — | 8,413 | $250K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -9.6% | 8,130 | $241K |
| Entropy Technologies, LP | 0.01% | New | 7,966 | $236K |
| Susquehanna International Group, LLP | 0.00% | Reduce -0.9% | 7,816 | $232K |
| Praxis Investment Management Inc. | 0.01% | No change | 7,790 | $231K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 7,589 | $225K |
| M&G PLC | 0.00% | Add +10.4% | 7,483 | $224K |
| Gsa Capital Partners LLP | 0.02% | New | 7,555 | $224K |
| Private Advisor Group, LLC | 0.00% | New | 7,398 | $219K |
| Cullen Capital Management, LLC | 0.00% | No change | 7,120 | $211K |
| Gilman Hill Asset Management, LLC | 0.03% | New | 7,000 | $208K |
| Hohimer Wealth Management, LLC | 0.03% | Reduce -5.2% | 6,862 | $204K |
| Ameritas Advisory Services, LLC | 0.01% | New | 6,748 | $200K |
| KBC Group NV | 0.00% | No change | 5,812 | $172K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -2.8% | 5,202 | $154K |
| US Bancorp \de | 0.00% | Add +2.3% | 5,024 | $149K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 4,591 | $136K |
| GAMMA Investing LLC | 0.01% | Reduce -4.1% | 4,351 | $129K |
| Signaturefd, LLC | 0.00% | Add +11.9% | 4,110 | $122K |
| Archer Investment Corp | 0.03% | No change | 3,960 | $117K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 3,355 | $100K |
| McGuire Capital Advisors Inc. | 0.06% | — | 3,345 | $99K |
| GF Fund Management Co. LTD. | 0.00% | Add +0.6% | 3,283 | $97K |
| Smartleaf Asset Management LLC | 0.00% | Add +9.8% | 3,141 | $95K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -20.5% | 3,070 | $91K |
| Horizon Investments, LLC | 0.00% | New | 2,575 | $76K |
| Danske Bank A/S | 0.00% | Add +26.3% | 2,400 | $71K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -64.1% | 2,121 | $63K |
| Bayforest Capital Ltd | 0.04% | Reduce -8.8% | 1,884 | $56K |
| Farther Finance Advisors, LLC | 0.00% | Add +40.1% | 1,883 | $56K |
| Heritage Wealth Advisors | 0.00% | Add +12.9% | 1,750 | $52K |
| Parkside Financial Bank & Trust | 0.00% | Add +1009.0% | 1,730 | $51K |
| Cwm, LLC | 0.00% | Add +14.7% | 1,718 | $51K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +273.6% | 1,614 | $48K |
| Clearstead Advisors, LLC | 0.00% | Add +664.4% | 1,590 | $47K |
| Jones Financial Companies LLLP | 0.00% | Reduce -4.4% | 1,528 | $45K |
| Versant Capital Management, Inc | 0.01% | Reduce -22.9% | 1,440 | $43K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -11.0% | 1,369 | $41K |
| First Horizon Corp. | 0.00% | Add +146.9% | 1,131 | $34K |
| UMB Bank, n.a. | 0.00% | Add +28.1% | 1,035 | $31K |
| Assetmark, Inc. | 0.00% | Add +11.3% | 906 | $27K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +82.0% | 899 | $27K |
| SageView Advisory Group, LLC | 0.00% | New | 881 | $26K |
| Bessemer Group Inc. | 0.00% | Add +3.6% | 883 | $26K |
| Asset Dedication, LLC | 0.00% | No change | 867 | $26K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +2.6% | 859 | $25K |
| Fifth Third Bancorp | 0.00% | Reduce -1.4% | 852 | $25K |
| Hantz Financial Services, Inc. | 0.00% | Add +75.9% | 774 | $23K |
| Arax Advisory Partners | 0.00% | New | 773 | $23K |
| Kemnay Advisory Services Inc. | 0.00% | New | 658 | $20K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -25.3% | 639 | $19K |
| Richardson Financial Services Inc. | 0.01% | New | 584 | $17K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -2.9% | 572 | $17K |
| TD Private Client Wealth LLC | 0.00% | Reduce -26.8% | 562 | $17K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 516 | $15K |
| Spire Wealth Management | 0.00% | New | 506 | $15K |
| North Star Investment Management Corp. | 0.00% | No change | 500 | $15K |
| Quarry LP | 0.00% | Reduce -53.3% | 481 | $14K |
| Wiser Advisor Group LLC | 0.02% | Add +1.1% | 466 | $14K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.6% | 370 | $11K |
| Sound Income Strategies, LLC | 0.00% | New | 341 | $11K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.4% | 344 | $10K |
| Triumph Capital Management | 0.00% | New | 337 | $10K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 261 | $8K |
| Larson Financial Group LLC | 0.00% | No change | 261 | $8K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 259 | $8K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 254 | $8K |
| Parallel Advisors, LLC | 0.00% | Add +2.9% | 250 | $7K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +247.1% | 243 | $7K |
| CIBC Private Wealth Group LLC | 0.00% | Add +145.3% | 211 | $6K |
| DV Equities, LLC | 0.00% | — | 191 | $6K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 181 | $5K |
| Key Financial Inc | 0.00% | No change | 152 | $5K |
| High Note Wealth, LLC | 0.00% | Add +3.4% | 151 | $4K |
| Brown Brothers Harriman & Co. | 0.00% | New | 148 | $4K |
| Rothschild Investment LLC | 0.00% | Reduce -21.1% | 142 | $4K |
| Kilter Group LLC | 0.00% | New | 140 | $4K |
| Sunbelt Securities, Inc. | 0.00% | No change | 135 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | New | 126 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 106 | $3K |
| Quattro Advisors LLC | 0.00% | — | 95 | $3K |
| Webster Bank, N. A. | 0.00% | No change | 75 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +40.4% | 73 | $2K |
| Ares Financial Consulting, LLC | 0.00% | — | 68 | $2K |
| Manning & Napier Advisors LLC | 0.00% | New | 59 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 58 | $2K |
| Lanark Financial, Inc. | 0.00% | Reduce -8.9% | 51 | $2K |
| Sunrise Financial Services, LLC | 0.00% | — | 48 | $1K |
| MAI Capital Management | 0.00% | No change | 43 | $1K |
| Elyxium Wealth, LLC | 0.00% | New | 42 | $1K |
| DV Trading LLC | 0.00% | — | 42 | $1K |
| Essential Partners LLC | 0.00% | Reduce -8.6% | 32 | $949 |
| Ankerstar Wealth, LLC | 0.00% | — | 31 | $929 |
| Rossby Financial, LCC | 0.00% | Add +87.5% | 30 | $890 |
| Private Trust Co. NA | 0.00% | No change | 30 | $890 |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -96.3% | 19 | $564 |
| Signature Resources Capital Management, LLC | 0.00% | New | 18 | $534 |
| Bruce G. Allen Investments, LLC | 0.00% | New | 17 | $504 |
| Dunhill Financial, LLC | 0.00% | New | 11 | $313 |
| Abound Wealth Management | 0.00% | No change | 10 | $297 |
| Godfrey Financial Associates, Inc. | 0.00% | — | 7 | $208 |
| Gilpin Wealth Management, LLC | 0.00% | — | 6 | $178 |
| Hughes Financial Services, LLC | 0.00% | Reduce -94.1% | 1 | $30 |
| 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.