ESSENTIAL PROPERTIES REALTY TRUST, INC. - Common Stock (EPRT) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2018 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
EPRT on NYSE
Shares outstanding
195,980,722
Price per share
$29.66
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
213,433,525
Total reported value
$6,352,765,061
% of total 13F portfolios
0%
Share change
-2,228,479
Value change
-$75,638,336
Number of holders
338
Price from insider filings
$29.66
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of ESSENTIAL PROPERTIES REALTY TRUST, INC. - Common Stock (EPRT) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 17% $1,000,613,284 31,735,277 BlackRock, Inc. 31 Mar 2025
VANGUARD GROUP INC 14% $881,782,137 27,966,449 The Vanguard Group 31 Mar 2025
STATE STREET CORP 5.2% $324,380,451 10,287,994 STATE STREET CORPORATION 31 Mar 2025
WELLINGTON MANAGEMENT GROUP LLP 4.8% $266,812,662 8,462,184 Wellington Management Group LLP 31 Dec 2024

As of 30 Sep 2025, 338 institutional investors reported holding 213,433,525 shares of ESSENTIAL PROPERTIES REALTY TRUST, INC. - Common Stock (EPRT). This represents 109% of the company’s total 195,980,722 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of ESSENTIAL PROPERTIES REALTY TRUST, INC. - Common Stock (EPRT) together control 81% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 19% 37,484,100 +2.6% 0.02% $1,115,526,812
VANGUARD GROUP INC 15% 29,643,876 -0.39% 0.01% $882,201,749
STATE STREET CORP 5.7% 11,195,711 +0.57% 0.01% $336,483,307
COHEN & STEERS, INC. 4.5% 8,795,925 +1.7% 0.47% $261,767,000
WELLINGTON MANAGEMENT GROUP LLP 3.8% 7,423,206 -8.1% 0.04% $220,914,611
Invesco Ltd. 3.2% 6,238,656 -15% 0.03% $185,662,394
GEODE CAPITAL MANAGEMENT, LLC 2.7% 5,214,544 +1.2% 0.01% $155,205,142
MORGAN STANLEY 2.5% 4,877,939 +3.7% 0.01% $145,167,514
FMR LLC 2.2% 4,245,955 -0.4% 0.01% $126,359,634
Balyasny Asset Management L.P. 2% 3,970,789 +195% 0.24% $118,170,681
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.7% 3,317,582 +1% 0.02% $98,731,240
DEUTSCHE BANK AG\ 1.7% 3,243,087 -43% 0.03% $96,514,269
DIMENSIONAL FUND ADVISORS LP 1.5% 2,940,571 +3.5% 0.02% $87,510,315
DUFF & PHELPS INVESTMENT MANAGEMENT CO 1.5% 2,934,243 +23% 0.99% $87,323,072
CITADEL ADVISORS LLC 1.5% 2,891,537 +872% 0.07% $86,052,141
PGGM Investments 1.4% 2,740,968 0% 1.3% $81,571,000
PRINCIPAL FINANCIAL GROUP INC 1.4% 2,692,858 -9.1% 0.04% $80,139,686
NORTHERN TRUST CORP 1.3% 2,587,003 -1.6% 0.01% $76,989,210
Alyeska Investment Group, L.P. 1.2% 2,419,123 -29% 0.22% $71,993,100
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1.2% 2,378,414 +5.1% 0.02% $70,781,601
JPMORGAN CHASE & CO 1.2% 2,290,212 +40% 0% $68,156,708
BARCLAYS PLC 1.1% 2,212,137 +169% 0.02% $65,833,201
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 1.1% 2,188,633 +85% 0.93% $65,133,718
MACQUARIE GROUP LTD 1% 2,046,584 -7.9% 0.07% $60,905,971
T. Rowe Price Investment Management, Inc. 0.99% 1,936,412 -52% 0.04% $57,628,000

Institutional Holders of ESSENTIAL PROPERTIES REALTY TRUST, INC. - Common Stock (EPRT) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 633,689 $18,847,749 +$198,878 $29.66 21
2025 Q3 213,433,525 $6,352,765,061 -$75,638,336 $29.76 338
2025 Q2 215,675,632 $6,884,091,433 +$193,907,494 $31.91 348
2025 Q1 209,730,782 $6,846,792,128 +$345,017,567 $32.64 353
2024 Q4 198,692,726 $6,218,509,287 +$97,347,795 $31.28 328
2024 Q3 194,157,542 $6,629,072,858 +$294,010,109 $34.15 325
2024 Q2 186,985,222 $5,183,972,257 +$131,620,475 $27.71 305
2024 Q1 182,399,815 $4,864,592,048 +$380,511,994 $26.66 279
2023 Q4 168,216,668 $4,302,854,923 +$27,482,275 $25.56 272
2023 Q3 167,983,350 $3,635,786,171 +$319,847,494 $21.63 266
2023 Q2 153,112,807 $3,608,569,818 +$4,136,772 $23.54 261
2023 Q1 151,334,454 $3,762,398,782 +$245,839,096 $24.85 245
2022 Q4 143,451,292 $3,369,242,199 +$147,282,729 $23.47 227
2022 Q3 140,301,213 $2,732,002,023 -$18,643,703 $19.45 222
2022 Q2 131,300,683 $2,823,761,646 +$65,811,888 $21.49 218
2022 Q1 134,466,601 $3,422,332,492 +$228,596,016 $25.30 223
2021 Q4 125,170,562 $3,610,248,118 +$226,897,305 $28.83 210
2021 Q3 117,192,429 $3,277,705,075 -$66,389,173 $27.92 200
2021 Q2 119,647,436 $3,237,714,054 +$198,289,310 $27.04 190
2021 Q1 112,452,903 $2,570,708,243 +$84,769,846 $22.83 181
2020 Q4 108,907,670 $2,308,876,028 +$19,594,821 $21.20 185
2020 Q3 107,934,328 $1,976,887,563 +$161,902,347 $18.32 183
2020 Q2 99,619,462 $1,480,225,348 +$17,658,464 $14.84 183
2020 Q1 99,062,854 $1,295,219,098 +$83,941,141 $13.06 165
2019 Q4 88,538,093 $2,197,488,826 +$188,737,066 $24.81 190
2019 Q3 80,994,822 $1,855,357,116 +$719,858,157 $22.91 161
2019 Q2 49,824,858 $997,878,765 +$28,686,249 $20.04 138
2019 Q1 48,647,183 $949,896,461 +$275,187,931 $19.52 132
2018 Q4 43,052,358 $595,911,256 -$10,886,639 $13.84 92
2018 Q3 34,492,158 $490,071,478 -$26,122,245 $14.19 77
2018 Q2 36,559,201 $495,009,000 +$495,009,059 $13.54 63