Essential Properties RealtyEPRT
13F holders, Q2 2026 (June 30)380holders −1
43new positions
44sold out
4famous investors
$29.89avg. 13F price*
At the end of Q2 2026, 380 institutions reported holding Essential Properties Realty (EPRT) in their 13F filings, down 1 from Q1 2026. 43 opened new positions and 44 sold out. The largest holders were BlackRock, Inc. ($1.2B), Cohen & Steers, Inc. ($1.2B) and Vanguard Portfolio Management LLC ($634.2M). 4 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Essential Properties Realty
- CUSIP
- 29670E107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $31.9M |
| Exits | 44 | $81.7M |
All 13F filers, Q1 2026 → Q2 2026: 25,027,595 shares bought and 21,119,650 shares sold, net +3,907,945 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 380 holders
| BlackRock, Inc. | 0.02% | Add +6.4% | 39,636,617 | $1.2B |
| Cohen & Steers, Inc. | 1.83% | Add +31.1% | 38,828,414 | $1.2B |
| Vanguard Portfolio Management LLC | 0.03% | Add +7.1% | 21,247,170 | $634.2M |
| State Street Corp. | 0.01% | Add +5.4% | 12,083,687 | $364.5M |
| Vanguard Capital Management LLC | 0.01% | Add +4.0% | 9,730,422 | $290.5M |
| Geode Capital Management, LLC | 0.01% | Add +12.1% | 6,240,518 | $186.3M |
| Massachusetts Financial Services Co. | 0.05% | Add +8.7% | 5,430,505 | $166.7M |
| Invesco Ltd. | 0.01% | Reduce -5.7% | 5,351,515 | $159.7M |
| Wellington Management Group LLP | 0.03% | Reduce -35.6% | 5,335,415 | $159.3M |
| Daiwa Securities Group Inc. | 0.35% | Reduce -1.8% | 5,189,719 | $154.9M |
| Two Sigma Investments, LP | 0.11% | Reduce -7.0% | 4,822,946 | $144.0M |
| Morgan Stanley | 0.01% | Reduce -0.9% | 4,535,556 | $135.4M |
| Prudential Financial Inc. | 0.15% | Reduce -1.6% | 4,474,195 | $133.6M |
| Duff & Phelps Investment Management Co. | 1.14% | Add +17.6% | 4,037,057 | $120.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +8.3% | 4,024,527 | $120.1M |
| FMR LLC | 0.01% | Reduce -9.8% | 3,877,691 | $115.7M |
| Norges Bank | 0.01% | — | 3,223,066 | $96.2M |
| Dimensional Fund Advisors LP | 0.02% | Add +2.2% | 3,168,022 | $94.6M |
| Alyeska Investment Group, L.P. | 0.23% | Reduce -14.0% | 2,978,241 | $88.9M |
| CBRE Investment Management Listed Real Assets LLC | 1.18% | Add +29.0% | 2,842,370 | $84.8M |
| Principal Financial Group Inc. | 0.04% | Reduce -0.3% | 2,764,279 | $82.5M |
| Northern Trust Corp. | 0.01% | Add +12.4% | 2,755,895 | $82.3M |
| Nuveen, LLC | 0.02% | Reduce -26.9% | 2,297,825 | $68.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.3% | 1,908,834 | $58.6M |
| Bank of America Corp. | 0.00% | Add +31.2% | 1,743,929 | $52.1M |
| Bank of New York Mellon Corp | 0.01% | Add +8.5% | 1,714,032 | $51.2M |
| Rush Island Management, LP | 3.22% | Add +30.5% | 1,630,002 | $48.7M |
| Sei Investments Co. | 0.04% | Add +22.9% | 1,626,316 | $48.5M |
| Tudor Investment Corporation | 0.18% | Add +45.3% | 1,462,826 | $43.7M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +6.0% | 1,435,621 | $42.9M |
| Legal & General Group Plc | 0.01% | Add +1.2% | 1,321,897 | $39.5M |
| Russell Investments Group, Ltd. | 0.03% | Reduce -23.2% | 1,284,419 | $38.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +14648.5% | 1,263,798 | $37.7M |
| Ameriprise Financial Inc. | 0.01% | Add +28.4% | 1,266,681 | $34.9M |
| Capital World Investors | 0.00% | No change | 1,149,357 | $34.3M |
| Frontier Capital Management Co. LLC | 0.31% | Reduce -11.8% | 1,117,620 | $33.4M |
| Thrivent Financial for Lutherans | 0.05% | Add +0.9% | 1,030,798 | $30.8M |
| Victory Capital Management Inc. | 0.02% | Add +0.7% | 969,873 | $29.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -4.1% | 949,119 | $28.8M |
| London Co. of Virginia | 0.16% | Reduce -4.3% | 940,512 | $28.1M |
| Millennium Management | 0.02% | Add +398.2% | 904,926 | $27.0M |
| HSBC Holdings PLC | 0.01% | Reduce -12.1% | 903,410 | $27.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -37.8% | 889,715 | $26.6M |
| Nomura Asset Management International Inc. | 0.04% | Reduce -45.2% | 830,380 | $24.8M |
| Boston Partners | 0.02% | Reduce -8.9% | 806,750 | $24.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.04% | Reduce -11.6% | 774,006 | $23.1M |
| Public Sector Pension Investment Board | 0.06% | Reduce -1.1% | 742,937 | $22.2M |
| American Century Companies Inc. | 0.01% | Reduce -35.7% | 690,809 | $20.6M |
| Citadel Advisors | 0.01% | Add +248.3% | 684,510 | $20.4M |
| STRS Ohio | 0.07% | Reduce -4.9% | 650,700 | $19.4M |
| UBS Group AG | 0.00% | Reduce -44.0% | 613,868 | $18.3M |
| Kennedy Capital Management LLC | 0.32% | Reduce -3.8% | 612,785 | $18.3M |
| Hazelview Securities Inc. | 2.49% | Add +3.9% | 576,148 | $18.0M |
| Amundi | 0.00% | Reduce -18.8% | 597,870 | $17.8M |
| Federated Hermes, Inc. | 0.03% | Add +20.0% | 583,353 | $17.4M |
| Rhumbline Advisers | 0.01% | Reduce -3.7% | 560,330 | $16.7M |
| Neuberger Berman Group LLC | 0.01% | Reduce -10.4% | 557,323 | $16.6M |
| Adelante Capital Management LLC | 1.08% | Reduce -15.5% | 549,615 | $16.4M |
| APG Asset Management US Inc. | 0.11% | No change | 527,707 | $15.8M |
| Wells Fargo & Company | 0.00% | Add +36.3% | 528,754 | $15.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +43.3% | 520,622 | $15.5M |
| HRT Financial LP | 0.03% | Add +101.9% | 519,972 | $15.5M |
| SummitTX Capital, L.P. | 0.37% | Add +6.0% | 470,594 | $14.0M |
| Marshall Wace, LLP | 0.01% | Reduce -45.5% | 457,617 | $13.7M |
| Swiss National Bank | 0.01% | Add +7.6% | 422,000 | $12.6M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +0.9% | 415,831 | $12.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.2% | 400,729 | $12.0M |
| Asset Management One Co., Ltd. | 0.03% | Add +7.8% | 400,202 | $11.9M |
| Lighthouse Investment Partners, LLC | 0.37% | Add +29.6% | 399,778 | $11.9M |
| Deutsche Bank AG | 0.00% | Reduce -85.1% | 387,308 | $11.6M |
| California Public Employees Retirement System | 0.01% | Add +5.0% | 370,568 | $11.1M |
| Verition Fund Management LLC | 0.08% | Add +46.2% | 370,347 | $11.1M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +8.3% | 359,356 | $10.7M |
| State of Wisconsin Investment Board | 0.02% | Reduce -6.6% | 351,118 | $10.5M |
| Burkehill Global Management, LP | 0.39% | No change | 350,000 | $10.4M |
| Aptus Capital Advisors, LLC | 0.07% | Add +0.6% | 339,369 | $10.1M |
| Susquehanna Portfolio Strategies, LLC | 0.15% | Reduce -12.9% | 310,723 | $9.3M |
| Voloridge Investment Management, LLC | 0.04% | Reduce -30.6% | 304,694 | $9.1M |
| Citigroup Inc. | 0.00% | Add +1.7% | 294,214 | $8.8M |
| Franklin Resources Inc. | 0.00% | Reduce -2.2% | 283,765 | $8.5M |
| Edgestream Partners, L.P. | 0.24% | Add +41.6% | 275,612 | $8.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +19.1% | 273,638 | $8.2M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 265,786 | $8.1M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.05% | Reduce -31.6% | 255,589 | $7.6M |
| Public Employees Retirement System of Ohio | 0.02% | Add +8.7% | 252,533 | $7.5M |
| SG Americas Securities, LLC | 0.00% | Add +428.1% | 249,600 | $7.5M |
| California State Teachers Retirement System | 0.01% | Add +2.9% | 244,448 | $7.3M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -90.6% | 241,916 | $7.2M |
| Clark Capital Management Group, Inc. | 0.04% | Add +9.1% | 240,840 | $7.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +1.3% | 231,731 | $6.9M |
| New York State Teachers Retirement System | 0.01% | Add +0.1% | 230,583 | $6.9M |
| Gsa Capital Partners LLP | 0.41% | Add +208.3% | 217,401 | $6.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +23.8% | 214,791 | $6.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +50.0% | 212,027 | $6.3M |
| Algert Global LLC | 0.07% | No change | 201,160 | $6.0M |
| State of Alaska, Department of Revenue | 0.06% | Reduce -10.5% | 201,100 | $6.0M |
| FIL Ltd | 0.00% | Add +5.1% | 194,165 | $5.8M |
| Barclays PLC | 0.00% | Reduce -5.9% | 190,513 | $5.7M |
| Vanguard Investments Australia, Ltd. | 0.01% | Add +5.6% | 189,736 | $5.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +9.3% | 185,529 | $5.5M |
| Stifel Financial Corp. | 0.00% | Add +2.7% | 180,454 | $5.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +6.0% | 176,832 | $5.3M |
| Van Lanschot Kempen Investment Management N.V. | 0.04% | Add +103.1% | 176,071 | $5.3M |
| Captrust Financial Advisors | 0.01% | Reduce -3.7% | 154,955 | $4.6M |
| Readystate Asset Management LP | 0.30% | New | 154,206 | $4.6M |
| Landscape Capital Management, L.L.C. | 0.29% | Reduce -1.5% | 151,175 | $4.5M |
| GSI Capital Advisors LLC | 2.10% | Add +1.6% | 149,501 | $4.5M |
| Jump Financial, LLC | 0.04% | Reduce -12.8% | 149,072 | $4.4M |
| XTX Topco Ltd | 0.06% | New | 143,955 | $4.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 138,758 | $4.1M |
| Exchange Traded Concepts, LLC | 0.02% | Add +9.9% | 138,262 | $4.1M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.10% | Reduce -2.7% | 137,550 | $4.1M |
| MetLife Investment Management, LLC | 0.02% | Add +17.4% | 134,424 | $4.0M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Add +2.3% | 122,636 | $3.7M |
| Curi Capital, LLC | 0.05% | Reduce -0.0% | 116,449 | $3.5M |
| Graham Capital Management, L.P. | 0.13% | Reduce -32.9% | 114,815 | $3.4M |
| BNP Paribas Financial Markets | 0.00% | Add +22.4% | 113,181 | $3.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +16.9% | 111,800 | $3.3M |
| Illinois Municipal Retirement Fund | 0.04% | Add +6.1% | 109,667 | $3.3M |
| Macquarie Group Ltd. | 0.01% | Add +5.6% | 107,242 | $3.2M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -3.7% | 106,997 | $3.2M |
| First Trust Advisors LP | 0.00% | Add +50.9% | 106,455 | $3.2M |
| First National Bank of Omaha | 0.09% | New | 105,461 | $3.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +9.0% | 101,654 | $3.0M |
| Resona Asset Management Co.,Ltd. | 0.01% | Add +2.5% | 95,083 | $2.9M |
| AQR Capital Management | 0.00% | Add +56.0% | 95,805 | $2.9M |
| Sophron Capital Management L.P. | 0.89% | New | 95,745 | $2.9M |
| Jupiter Topco LLC | 0.00% | — | 95,022 | $2.8M |
| Louisiana State Employees Retirement System | 0.04% | Add +1.8% | 94,800 | $2.8M |
| Aberdeen Group plc | 0.00% | Add +18.1% | 94,155 | $2.8M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Add +526.6% | 92,183 | $2.8M |
| Aurora Investment Counsel | 1.40% | Reduce -2.0% | 91,448 | $2.7M |
| Quantbot Technologies LP | 0.10% | Reduce -47.5% | 88,181 | $2.6M |
| Handelsbanken Fonder AB | 0.01% | No change | 85,600 | $2.6M |
| Vanguard Global Advisers, LLC | 0.00% | Add +0.1% | 84,100 | $2.5M |
| Swedbank AB | 0.00% | New | 80,700 | $2.4M |
| Royal Bank of Canada | 0.00% | Add +46.2% | 79,637 | $2.4M |
| New York State Common Retirement Fund | 0.00% | Add +23.5% | 78,416 | $2.3M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -1.5% | 78,167 | $2.3M |
| QRG Capital Management, Inc. | 0.02% | Add +2.9% | 74,383 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +0.5% | 72,265 | $2.2M |
| Squarepoint Ops LLC | 0.00% | Reduce -47.7% | 71,181 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 69,801 | $2.1M |
| Engineers Gate Manager LP | 0.03% | Add +742.5% | 69,083 | $2.1M |
| Polaris Capital Management, LLC | 0.19% | Add +8.2% | 68,400 | $2.0M |
| First National Advisers, LLC | 0.28% | New | 67,626 | $2.0M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +20.4% | 65,104 | $1.9M |
| Truvestments Capital LLC | 0.29% | Reduce -4.4% | 64,404 | $1.9M |
| Van Eck Associates Corp. | 0.00% | Add +9.4% | 61,358 | $1.8M |
| Pensionfund PDN | 0.93% | No change | 60,500 | $1.8M |
| Natixis Advisors, LLC | 0.00% | Add +6.1% | 58,926 | $1.8M |
| Amalgamated Bank | 0.01% | Reduce -2.8% | 58,209 | $1.7M |
| Arizona State Retirement System | 0.01% | Add +6.6% | 58,036 | $1.7M |
| Yousif Capital Management, LLC | 0.02% | Add +1.4% | 57,734 | $1.7M |
| Bayhunt Capital LLC | 2.20% | Reduce -62.5% | 57,279 | $1.7M |
| Metis Global Partners, LLC | 0.04% | Add +2.6% | 56,393 | $1.7M |
| Creative Planning | 0.00% | Add +24.0% | 52,054 | $1.6M |
| Investment Management Corp of Ontario | 0.02% | New | 50,800 | $1.5M |
| Intech Investment Management LLC | 0.01% | Reduce -1.4% | 50,702 | $1.5M |
| Venture Visionary Partners LLC | 0.04% | No change | 50,000 | $1.5M |
| Credit Agricole S A | 0.00% | No change | 49,220 | $1.5M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +2.3% | 49,103 | $1.5M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Reduce -5.0% | 48,525 | $1.4M |
| KLP Kapitalforvaltning As | 0.00% | Add +9.2% | 47,600 | $1.4M |
| Voya Investment Management LLC | 0.00% | Add +14.1% | 47,567 | $1.4M |
| M&T Bank Corp | 0.00% | Reduce -3.4% | 46,177 | $1.4M |
| Sterling Capital Management LLC | 0.02% | Reduce -8.9% | 44,809 | $1.3M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 44,543 | $1.3M |
| LPL Financial LLC | 0.00% | Add +16.3% | 44,089 | $1.3M |
| New Age Alpha Advisors, LLC | 0.05% | Reduce -0.6% | 42,445 | $1.3M |
| Elo Mutual Pension Insurance Co | 0.02% | New | 41,843 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +24.3% | 41,830 | $1.2M |
| Vestcor Inc | 0.03% | Add +6.3% | 41,487 | $1.2M |
| Bridgeway Capital Management, LLC | 0.02% | No change | 39,900 | $1.2M |
| B&I Capital AG | 2.48% | Reduce -86.6% | 37,600 | $1.1M |
| Sit Investment Associates Inc. | 0.02% | Add +14.4% | 37,225 | $1.1M |
| Bank of Montreal | 0.00% | Add +7.3% | 36,119 | $1.1M |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -43.0% | 35,687 | $1.1M |
| Vanderbilt University | 0.15% | Reduce -0.1% | 36,061 | $1.1M |
| Moran Wealth Management, LLC | 0.03% | Reduce -0.7% | 35,444 | $1.1M |
| IFM Investors Pty Ltd | 0.01% | Add +9.5% | 35,314 | $1.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 35,152 | $1.0M |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Reduce -3.9% | 34,903 | $1.0M |
| Bailard, Inc. | 0.02% | New | 34,180 | $1.0M |
| Quadrature Capital Ltd | 0.01% | Add +26.5% | 33,622 | $1.0M |
| Quantinno Capital Management LP | 0.00% | Add +69.4% | 33,499 | $1000K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +3.2% | 33,419 | $998K |
| Burney Co./ | 0.03% | Reduce -11.3% | 33,030 | $986K |
| Pictet Asset Management Holding SA | 0.00% | No change | 32,450 | $969K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -2.4% | 31,854 | $951K |
| ProShare Advisors LLC | 0.00% | Add +1.2% | 31,427 | $938K |
| Maryland State Retirement & Pension System | 0.02% | Add +2.4% | 31,350 | $936K |
| Pensionfund Sabic | 0.94% | Add +7.3% | 29,500 | $881K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +85.7% | 29,490 | $880K |
| Mercer Global Advisors Inc. | 0.00% | Add +12.1% | 29,021 | $866K |
| Allstate Corp. | 0.01% | Reduce -26.5% | 28,872 | $862K |
| Eurizon Capital SGR S.p.A. | 0.00% | No change | 28,463 | $850K |
| Mizuho Markets Americas LLC | 0.01% | No change | 27,900 | $833K |
| TCW Group Inc. | 0.01% | Add +10.8% | 27,700 | $827K |
| Perennial Investment Advisors, LLC | 0.05% | Add +0.3% | 26,067 | $778K |
| UniSuper Management Pty Ltd | 0.00% | Reduce -36.9% | 26,000 | $776K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +9.0% | 25,904 | $773K |
| Allianz Asset Management GmbH | 0.00% | Reduce -84.1% | 25,731 | $768K |
| EntryPoint Capital, LLC | 0.17% | Add +64.5% | 23,537 | $703K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +4.0% | 22,742 | $682K |
| Cetera Investment Advisers | 0.00% | Add +29.8% | 22,575 | $674K |
| Xponance LLC | 0.00% | Add +16.4% | 21,947 | $655K |
| Two Sigma Securities, LLC | 0.05% | Add +136.9% | 20,935 | $625K |
| Teacher Retirement System of Texas | 0.00% | Reduce -21.6% | 20,833 | $622K |
| WINTON GROUP Ltd | 0.02% | New | 20,700 | $618K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +21.6% | 20,033 | $598K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -0.3% | 18,818 | $562K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +97015.8% | 18,452 | $551K |
| Groupe la Francaise | 0.01% | No change | 17,765 | $530K |
| Atom Investors LP | 0.05% | New | 17,462 | $521K |
| Summit Global Investments | 0.03% | Add +10.0% | 16,561 | $494K |
| Corient Private Wealth LP | 0.00% | New | 16,504 | $493K |
| Collaborative Fund Advisors, LLC | 0.29% | Add +15.5% | 16,442 | $491K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 15,825 | $472K |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.4% | 15,211 | $454K |
| Swiss Life Asset Management Ltd | 0.00% | Add +13.6% | 14,533 | $434K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -68.0% | 14,507 | $433K |
| Centersquare Investment Management LLC | 0.00% | Add +2.3% | 14,490 | $433K |
| HighTower Advisors, LLC | 0.00% | Reduce -27.3% | 14,479 | $432K |
| Pathstone Holdings, LLC | 0.00% | Reduce -0.7% | 14,119 | $423K |
| Whalen Wealth Management Inc. | 0.19% | New | 14,151 | $422K |
| Lifestyle Asset Management, Inc. | 0.11% | Add +6.2% | 14,062 | $420K |
| Brown Advisory Inc. | 0.00% | Reduce -13.0% | 13,995 | $418K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +1.1% | 13,399 | $400K |
| Severin Investments, LLC | 0.30% | Add +3.0% | 13,313 | $397K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 13,181 | $393K |
| Brookfield Corp | 0.00% | Reduce -97.8% | 13,157 | $393K |
| Pasadena Private Wealth, LLC | 0.05% | Add +13.1% | 12,996 | $388K |
| Cerity Partners LLC | 0.00% | Add +20.5% | 12,907 | $385K |
| PNC Financial Services Group, Inc. | 0.00% | Add +10.8% | 12,905 | $385K |
| Osaic Holdings, Inc. | 0.00% | Add +100.1% | 12,769 | $381K |
| Lido Advisors, LLC | 0.00% | Add +9.0% | 12,421 | $375K |
| CIBC Bancorp USA Inc. | 0.00% | Add +22.3% | 12,480 | $373K |
| GeoWealth Management, LLC | 0.01% | Add +76.5% | 12,110 | $361K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -96.0% | 11,819 | $353K |
| Profund Advisors LLC | 0.01% | Add +20.7% | 11,571 | $345K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 11,311 | $338K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 11,225 | $335K |
| CIBC Asset Management Inc | 0.00% | Add +14.2% | 11,132 | $332K |
| PGGM Investments | 0.01% | Reduce -99.5% | 11,005 | $328K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -0.8% | 10,957 | $327K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.7% | 10,902 | $325K |
| Evergreen Capital Management LLC | 0.01% | Reduce -2.9% | 10,491 | $316K |
| Pursue Wealth Partners LLC | 0.18% | No change | 10,560 | $315K |
| FJ Capital Management LLC | 0.04% | Reduce -40.3% | 10,539 | $315K |
| DNB Asset Management AS | 0.00% | No change | 10,369 | $310K |
| MQS Management LLC | 0.38% | New | 10,324 | $308K |
| &partners | 0.00% | Add +2.1% | 10,232 | $305K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -9.5% | 9,794 | $292K |
| BCO Wealth Management LLC | 0.16% | No change | 9,650 | $288K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -10.8% | 9,565 | $286K |
| Fifth Third Bancorp | 0.00% | Add +51.0% | 9,478 | $283K |
| Norinchukin Bank, The | 0.00% | Add +0.6% | 9,350 | $279K |
| M&G PLC | 0.00% | New | 9,154 | $275K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -26.8% | 8,760 | $261K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +15.7% | 8,748 | $261K |
| Choreo, LLC | 0.00% | Add +0.6% | 8,695 | $260K |
| Lazard Asset Management LLC | 0.00% | New | 8,580 | $256K |
| EP Wealth Advisors, LLC | 0.00% | Add +0.1% | 8,215 | $245K |
| Cetera Trust Company, N.A | 0.12% | No change | 8,200 | $245K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +6.1% | 8,090 | $241K |
| Private Advisor Group, LLC | 0.00% | Add +5.8% | 8,036 | $240K |
| Elevation Point Wealth Partners, LLC | 0.00% | Reduce -0.6% | 7,852 | $236K |
| CSM Advisors, LLC | 0.01% | New | 7,815 | $234K |
| Praxis Investment Management Inc. | 0.01% | No change | 7,790 | $233K |
| Empowered Funds, LLC | 0.00% | Reduce -53.1% | 7,696 | $230K |
| AlphaGrep UK Ltd | 0.07% | Reduce -0.4% | 7,694 | $230K |
| Mather Group, Llc. | 0.00% | Reduce -9.4% | 7,429 | $222K |
| Inceptionr LLC | 0.05% | Reduce -23.8% | 7,385 | $220K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 7,057 | $220K |
| Gilman Hill Asset Management, LLC | 0.03% | No change | 7,250 | $216K |
| Cullen Capital Management, LLC | 0.00% | No change | 7,120 | $213K |
| Hohimer Wealth Management, LLC | 0.02% | Add +0.5% | 6,989 | $209K |
| Glenmede Trust Co. NA | 0.00% | Add +2.4% | 6,813 | $203K |
| Jones Financial Companies LLLP | 0.00% | Add +98.7% | 6,161 | $189K |
| KBC Group NV | 0.00% | No change | 5,812 | $173K |
| US Bancorp \de | 0.00% | Reduce -11.8% | 5,480 | $164K |
| Signaturefd, LLC | 0.00% | Add +18.1% | 5,351 | $160K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 4,591 | $137K |
| GAMMA Investing LLC | 0.00% | Reduce -19.0% | 4,264 | $127K |
| Spirit of America Management Corp. | 0.02% | No change | 4,000 | $119K |
| Covestor Ltd | 0.07% | Reduce -5.2% | 3,890 | $116K |
| Horizon Investments, LLC | 0.00% | Add +18.5% | 3,772 | $113K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +6.7% | 3,597 | $107K |
| McGuire Capital Advisors Inc. | 0.05% | Reduce -8.8% | 3,050 | $91K |
| Nykredit A/S | 0.00% | — | 2,949 | $88K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -5.4% | 2,835 | $85K |
| Parkside Financial Bank & Trust | 0.01% | Add +21.1% | 2,740 | $82K |
| Arax Advisory Partners | 0.00% | New | 2,169 | $65K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -14.3% | 2,143 | $64K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -11.5% | 1,883 | $56K |
| Heritage Wealth Advisors | 0.00% | No change | 1,750 | $52K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -25.4% | 1,726 | $52K |
| Stance Capital LLC | 0.01% | New | 1,649 | $49K |
| Kemnay Advisory Services Inc. | 0.01% | Reduce -6.4% | 1,540 | $46K |
| Optiver Holding B.V. | 0.00% | New | 1,450 | $43K |
| Versant Capital Management, Inc | 0.00% | Reduce -1.5% | 1,408 | $42K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -85.0% | 1,422 | $42K |
| Assetmark, Inc. | 0.00% | Add +3.4% | 1,384 | $41K |
| Global Retirement Partners, LLC | 0.00% | — | 1,372 | $41K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,319 | $40K |
| Aster Capital Management (DIFC) Ltd | 0.01% | New | 1,263 | $38K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -21.7% | 1,262 | $38K |
| UMB Bank, n.a. | 0.00% | Add +9.6% | 1,194 | $36K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 1,105 | $33K |
| Bessemer Group Inc. | 0.00% | Reduce -6.2% | 1,023 | $31K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 908 | $27K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -14.9% | 830 | $25K |
| TD Private Client Wealth LLC | 0.00% | Add +12.2% | 755 | $23K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -9.8% | 725 | $22K |
| Richardson Financial Services Inc. | 0.01% | Add +10.6% | 638 | $19K |
| Bell Investment Advisors, Inc | 0.00% | Add +3.1% | 528 | $16K |
| North Star Investment Management Corp. | 0.00% | Add +3.4% | 517 | $15K |
| PlanVest Financial, Inc | 0.01% | No change | 510 | $15K |
| Spire Wealth Management | 0.00% | No change | 510 | $15K |
| Wiser Advisor Group LLC | 0.02% | Add +0.8% | 475 | $14K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -8.2% | 394 | $12K |
| Parallel Advisors, LLC | 0.00% | Add +13.4% | 381 | $11K |
| LRI Investments, LLC | 0.00% | No change | 362 | $11K |
| Accent Capital Management, LLC | 0.00% | New | 345 | $10K |
| SJS Investment Consulting Inc. | 0.00% | New | 323 | $10K |
| CENTRAL TRUST Co | 0.00% | New | 299 | $9K |
| Rothschild Investment LLC | 0.00% | Add +47.0% | 294 | $9K |
| Trust Co. of Toledo NA | 0.00% | New | 292 | $9K |
| 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% | No change | 254 | $8K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -31.1% | 253 | $8K |
| Harbour Investments, Inc. | 0.00% | Add +179.0% | 226 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -39.6% | 212 | $6K |
| Zions Bancorporation, National Association | 0.00% | Add +198.5% | 197 | $6K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 181 | $5K |
| Clearstead Advisors, LLC | 0.00% | New | 165 | $5K |
| Continuum Advisory, LLC | 0.00% | New | 159 | $5K |
| Cornerstone Planning Group LLC | 0.00% | Add +16.5% | 141 | $5K |
| High Note Wealth, LLC | 0.00% | Reduce -0.7% | 150 | $4K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 140 | $4K |
| Kilter Group LLC | 0.00% | Reduce -7.1% | 131 | $4K |
| Quarry LP | 0.00% | Reduce -33.7% | 126 | $4K |
| Manning & Napier Advisors LLC | 0.00% | Add +3.4% | 123 | $4K |
| First Horizon Corp. | 0.00% | Reduce -85.7% | 125 | $4K |
| Rossby Financial, LCC | 0.00% | No change | 118 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 106 | $3K |
| Noble Wealth Management PBC | 0.00% | New | 103 | $3K |
| Danske Bank A/S | 0.00% | No change | 100 | $3K |
| Group One Trading LLC | 0.00% | New | 79 | $2K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 70 | $2K |
| Fiduciary Financial Advisors | 0.00% | New | 70 | $2K |
| Ares Financial Consulting, LLC | 0.00% | No change | 68 | $2K |
| Avion Wealth | 0.00% | Add +255.0% | 71 | $2K |
| JPL Wealth Management, LLC | 0.00% | No change | 54 | $2K |
| Huntington National Bank | 0.00% | New | 54 | $2K |
| Sunrise Financial Services, LLC | 0.00% | No change | 48 | $1K |
| Lanark Financial, Inc. | 0.00% | Reduce -10.2% | 44 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | New | 36 | $1K |
| Essential Partners LLC | 0.00% | Add +6.3% | 34 | $1K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 34 | $1K |
| Ankerstar Wealth, LLC | 0.00% | Add +32.0% | 33 | $996 |
| Fulcrum Asset Management LLP | 0.00% | New | 30 | $916 |
| Bruce G. Allen Investments, LLC | 0.00% | Add +41.2% | 24 | $716 |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 24 | $716 |
| Prestige Wealth Management Group LLC | 0.00% | Add +228.6% | 23 | $694 |
| Gilpin Wealth Management, LLC | 0.00% | Reduce -32.4% | 23 | $687 |
| Silicon Valley Capital Partners | 0.00% | No change | 19 | $573 |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 19 | $567 |
| Private Trust Co. NA | 0.00% | Reduce -44.1% | 19 | $567 |
| Cornerstone Financial Management LLC | 0.00% | New | 17 | $507 |
| SHP Wealth Management | 0.00% | New | 15 | $448 |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -88.2% | 12 | $359 |
| Davis Capital Management | 0.00% | New | 11 | $328 |
| Abound Wealth Management | 0.00% | No change | 10 | $299 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 9 | $258 |
| Hughes Financial Services, LLC | 0.00% | Add +150.0% | 5 | $149 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 4 | $119 |
| Evolution Advisers, Inc. | 0.00% | New | 17 | $0 |
"% of holder's portfolio" is EPRT's weight in each manager's 13F, not the share of Essential Properties Realty the manager owns.