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 quarterInstitutional holdersTotal reported valueTotal shares
Q1 20261$325,57410,724
Q4 20251$264,3628,913
Q3 20251$2,833,15295,200
Q4 20221$77032,800
Q3 20221$3,734192,000
Q2 20221$4,816224,100
Q1 20221$9,044357,474
Q4 20211$6,856237,800
Q4 20191$1,76471,100
Q3 20192$3,785166,300
Q2 20191$5,687283,800