EPRT Institutional Ownership & Shareholders
ESSENTIAL PROPERTIES REALTY (EPRT) is currently held by 374 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $7.42B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of EPRT tracked by InsiderSet, reporting ownership valued at approximately $1.18B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.09B, representing an estimated loss of -8.27% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed EPRT value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Cohen & Steers, Inc., Vanguard Portfolio Management Llc, and several other long-term asset managers with concentrated positions in ESSENTIAL PROPERTIES REALTY (EPRT).
This page ranks the largest institutional EPRT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
374
Total Reported Value
$7.42B
Largest Holder
Blackrock, Inc.
Largest Position
$1.18B
Insider Transactions (90d)
4
Latest Filing Quarter
Q2 2026
New Institutional Positions
53
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.02% | 39,636,617 | $1,183,153,020 | $1,085,250,573 | -$97,902,447 | -8.27% | |
| Cohen & Steers, Inc. | 1.83% | 38,828,414 | $1,159,028,000 | $1,063,121,975 | -$95,906,025 | -8.27% | |
| Vanguard Portfolio Management Llc | 0.03% | 21,247,170 | $634,228,025 | $581,747,515 | -$52,480,510 | -8.27% | |
| State Street Corp | 0.01% | 12,083,687 | $364,508,096 | $330,851,350 | -$33,656,746 | -9.23% | |
| Vanguard Capital Management Llc | 0.01% | 9,730,422 | $290,453,097 | $266,418,954 | -$24,034,143 | -8.27% | |
| Geode Capital Management, Llc | 0.01% | 6,240,518 | $186,309,728 | $170,865,383 | -$15,444,345 | -8.29% | |
| Massachusetts Financial Services Co | 0.05% | 5,430,505 | $166,706,881 | $148,687,227 | -$18,019,654 | -10.81% | |
| Invesco Ltd. | 0.01% | 5,351,515 | $159,742,711 | $146,524,481 | -$13,218,230 | -8.27% | |
| Wellington Management Group Llp | 0.03% | 5,335,415 | $159,262,138 | $146,083,663 | -$13,178,475 | -8.27% | |
| Two Sigma Investments, Lp | 0.11% | 4,822,946 | $143,964,938 | $132,052,261 | -$11,912,677 | -8.27% | |
| Morgan Stanley | 0.01% | 4,535,556 | $135,386,438 | $124,183,523 | -$11,202,915 | -8.27% | |
| Daiwa Securities Group Inc. | 0.30% | 5,214,065 | $134,575,018 | $142,761,100 | +$8,186,082 | +6.08% | |
| Prudential Financial Inc | 0.15% | 4,474,195 | $133,554,721 | $122,503,459 | -$11,051,262 | -8.27% | |
| Duff & Phelps Investment Management Co | 1.14% | 4,037,057 | $120,506,152 | $110,534,621 | -$9,971,531 | -8.27% | |
| Charles Schwab Investment Management Inc | 0.02% | 4,024,527 | $120,132,131 | $110,191,549 | -$9,940,582 | -8.27% | |
| Fmr Llc | 0.01% | 3,877,691 | $115,749,072 | $106,171,180 | -$9,577,892 | -8.27% | |
| Norges Bank | 0.01% | 3,223,066 | $96,208,520 | $88,247,547 | -$7,960,973 | -8.27% | |
| Dimensional Fund Advisors Lp | 0.02% | 3,168,022 | $94,570,923 | $86,740,442 | -$7,830,481 | -8.28% | |
| Alyeska Investment Group, L.P. | 0.23% | 2,978,241 | $88,900,494 | $81,544,239 | -$7,356,255 | -8.27% | |
| Cbre Investment Management Listed Real Assets Llc | 1.18% | 2,842,370 | $84,844,745 | $77,824,091 | -$7,020,654 | -8.27% | |
| Northern Trust Corp | 0.01% | 2,755,895 | $82,263,467 | $75,456,405 | -$6,807,062 | -8.27% | |
| Principal Financial Group Inc | 0.04% | 3,083,216 | $79,577,617 | $84,418,454 | +$4,840,837 | +6.08% | |
| Nuveen, Llc | 0.02% | 2,297,825 | $68,590,076 | $62,914,449 | -$5,675,628 | -8.27% | |
| Jpmorgan Chase & Co | 0.00% | 1,908,834 | $58,553,608 | $52,263,875 | -$6,289,733 | -10.74% | |
| Bank Of America Corp | 0.00% | 1,743,929 | $52,056,289 | $47,748,776 | -$4,307,513 | -8.27% | |
| Bank Of New York Mellon Corp | 0.01% | 1,714,032 | $51,163,858 | $46,930,196 | -$4,233,662 | -8.27% | |
| Rush Island Management, Lp | 3.22% | 1,630,002 | $48,655,560 | $44,629,455 | -$4,026,105 | -8.27% | |
| Sei Investments Co | 0.04% | 1,626,316 | $48,545,536 | $44,528,532 | -$4,017,004 | -8.27% | |
| Tudor Investment Corp Et Al | 0.18% | 1,462,826 | $43,665,356 | $40,052,176 | -$3,613,180 | -8.27% | |
| Vanguard Fiduciary Trust Co | 0.01% | 1,435,621 | $42,853,287 | $39,307,303 | -$3,545,984 | -8.27% | |
| Legal & General Group Plc | 0.01% | 1,321,897 | $39,458,624 | $36,193,540 | -$3,265,084 | -8.27% | |
| Russell Investments Group, Ltd. | 0.03% | 1,284,419 | $38,339,941 | $35,167,392 | -$3,172,549 | -8.27% | |
| Ameriprise Financial Inc | 0.01% | 1,266,681 | $34,865,581 | $34,681,726 | -$183,855 | -0.53% | |
| Capital World Investors | 0.00% | 1,149,357 | $34,308,306 | $31,469,395 | -$2,838,911 | -8.27% | |
| Frontier Capital Management Co Llc | 0.31% | 1,117,620 | $33,360,957 | $30,600,436 | -$2,760,521 | -8.27% | |
| Thrivent Financial For Lutherans | 0.05% | 1,030,798 | $30,769,000 | $28,223,249 | -$2,545,751 | -8.27% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | 1,173,499 | $30,288,009 | $32,130,403 | +$1,842,394 | +6.08% | |
| Victory Capital Management Inc | 0.02% | 969,873 | $28,950,709 | $26,555,123 | -$2,395,586 | -8.27% | |
| Alliancebernstein L.P. | 0.01% | 949,119 | $28,815,253 | $25,986,878 | -$2,828,375 | -9.82% | |
| London Co Of Virginia | 0.16% | 940,512 | $28,074,315 | $25,751,219 | -$2,323,096 | -8.27% | |
| Millennium Management Llc | 0.02% | 904,926 | $27,012,041 | $24,776,874 | -$2,235,167 | -8.27% | |
| Hsbc Holdings Plc | 0.01% | 903,410 | $27,008,480 | $24,735,366 | -$2,273,114 | -8.42% | |
| Goldman Sachs Group Inc | 0.00% | 889,715 | $26,557,979 | $24,360,397 | -$2,197,582 | -8.27% | |
| Nomura Asset Management International Inc. | 0.04% | 830,380 | $24,787,000 | $22,735,804 | -$2,051,196 | -8.28% | |
| Neuberger Berman Group Llc | 0.02% | 817,631 | $24,250,942 | $22,386,737 | -$1,864,205 | -7.69% | |
| Boston Partners | 0.02% | 806,750 | $24,250,739 | $22,088,815 | -$2,161,924 | -8.91% | |
| Universal- Beteiligungs- Und Servicegesellschaft Mbh | 0.04% | 774,006 | $23,104,080 | $21,192,284 | -$1,911,796 | -8.27% | |
| Public Sector Pension Investment Board | 0.06% | 742,937 | $22,176,669 | $20,341,615 | -$1,835,054 | -8.27% | |
| American Century Companies Inc | 0.01% | 690,809 | $20,620,649 | $18,914,350 | -$1,706,299 | -8.27% | |
| Citadel Advisors Llc | 0.01% | 684,510 | $20,432,624 | $18,741,884 | -$1,690,740 | -8.27% |
Frequently asked questions about EPRT
Who are the largest institutional holders of EPRT?
The largest institutional holders of EPRT reported in the latest SEC Form 13F filings include Blackrock, Inc., Cohen & Steers, Inc., Vanguard Portfolio Management Llc, State Street Corp, and Vanguard Capital Management Llc. InsiderSet ranks institutional holders by their latest reported EPRT position.
What is EPRT institutional ownership?
This page tracks EPRT positions reported by institutional investment managers through SEC Form 13F. ESSENTIAL PROPERTIES REALTY (EPRT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EPRT?
InsiderSet currently tracks 374 institutional managers reporting EPRT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EPRT shareholders.
How much EPRT stock do institutions own?
Institutional investment managers disclosed approximately $7.42B in EPRT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EPRT institutional ownership last updated?
The latest EPRT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EPRT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EPRT position after the reporting date.
Are institutions buying or selling EPRT?
Institutional buying and selling can be analyzed by comparing EPRT positions across consecutive 13F reporting periods. InsiderSet's EPRT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EPRT ownership changes.
How has EPRT institutional ownership changed over time?
InsiderSet tracks EPRT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.