ESSENTIAL PROPERTIES REALTY (EPRT) Institutional Ownership
EPRT is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $325,574 based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $325,574 in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's EPRT position is now estimated to be worth approximately $316,572.48, representing an estimated loss of -2.76% since the filing period.
Major shareholders tracked on this page include Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks smart money ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward ESSENTIAL PROPERTIES REALTY (EPRT).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 1 | $325,574 | 10,724 |
| Q4 2025 | 1 | $264,362 | 8,913 |
| Q3 2025 | 1 | $2,833,152 | 95,200 |
| Q4 2022 | 1 | $770 | 32,800 |
| Q3 2022 | 1 | $3,734 | 192,000 |
| Q2 2022 | 1 | $4,816 | 224,100 |
| Q1 2022 | 1 | $9,044 | 357,474 |
| Q4 2021 | 1 | $6,856 | 237,800 |
| Q4 2019 | 1 | $1,764 | 71,100 |
| Q3 2019 | 2 | $3,785 | 166,300 |
| Q2 2019 | 1 | $5,687 | 283,800 |
Related EPRT Institutional Insights:
- EPRT Institutional Ownership & Insiders Activity
- EPRT Institutional Ownership & 13F Activity
- EPRT Top Institutional Shareholders
- EPRT Institutional Buying Activity
- EPRT Institutional Selling Activity
- Real Estate Sector Institutional Ownership
- Real Estate Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Real Estate Stocks By Institutional Investors
- Most Sold Real Estate Stocks By Institutional Investors
- EPRT Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings