ESSENTIAL PROPERTIES REALTY (EPRT) Institutional Ownership Changes & 13F Activity
ESSENTIAL PROPERTIES REALTY (EPRT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Cohen & Steers, Inc., Invesco Ltd., Wellington Management Group Llp, Balyasny Asset Management L.P., and Ameriprise Financial Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +43,894 | +19.1% | 273,638 | $8.17M | Q2 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Buy | +2,126 | +2.9% | 74,383 | $2.22M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +1,187 | +15.7% | 8,748 | $261.12K | Q2 2026 | Sep 23, 2026 |
| State Street Corp | Buy | +616,120 | +5.4% | 12,083,687 | $364.51M | Q2 2026 | Sep 22, 2026 |
| Manufacturers Life Insurance Company, The | Buy | +16,151 | +16.9% | 111,800 | $3.34M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +478 | +21.1% | 2,740 | $81.79K | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Buy | +487,960 | +248.3% | 684,510 | $20.43M | Q2 2026 | Sep 02, 2026 |
| Allianz Asset Management Gmbh | Sell | -135,769 | -84.1% | 25,731 | $768.07K | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Buy | +17 | — | 17 | $507.00 | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Buy | +16,504 | — | 16,504 | $492.65K | Q2 2026 | Aug 27, 2026 |
| Groupe La Francaise | Buy | +17,765 | — | 17,765 | $530.28K | Q2 2026 | Aug 25, 2026 |
| California State Teachers Retirement System | Buy | +6,780 | +2.9% | 244,448 | $7.30M | Q2 2026 | Aug 24, 2026 |
| Mercer Global Advisors Inc | Buy | +3,126 | +12.1% | 29,021 | $866.29K | Q2 2026 | Aug 19, 2026 |
| Fulcrum Asset Management Llp | Buy | +30 | — | 30 | $916.00 | Q2 2026 | Aug 18, 2026 |
| Adelante Capital Management Llc | Sell | -100,514 | -15.5% | 549,615 | $16.41M | Q2 2026 | Aug 17, 2026 |
| Public Employees Retirement System Of Ohio | Buy | +20,102 | +8.6% | 252,533 | $7.54M | Q2 2026 | Aug 17, 2026 |
| Empowered Funds, Llc | Sell | -8,719 | -53.1% | 7,696 | $229.73K | Q2 2026 | Aug 17, 2026 |
| Cohen & Steers, Inc. | Buy | +9,221,057 | +31.1% | 38,828,414 | $1.16B | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +5,351,515 | — | 5,351,515 | $159.74M | Q2 2026 | Aug 14, 2026 |
| Wellington Management Group Llp | Sell | -2,952,976 | -35.6% | 5,335,415 | $159.26M | Q2 2026 | Aug 14, 2026 |
| Balyasny Asset Management L.P. | Sell | -2,326,868 | -90.6% | 241,916 | $7.22M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +1,266,681 | — | 1,266,681 | $34.87M | Q2 2026 | Aug 14, 2026 |
| Millennium Management Llc | Buy | +723,283 | +398.2% | 904,926 | $27.01M | Q2 2026 | Aug 14, 2026 |
| Nomura Asset Management International Inc. | Sell | -685,923 | -45.2% | 830,380 | $24.79M | Q2 2026 | Aug 14, 2026 |
| Cbre Investment Management Listed Real Assets Llc | Buy | +639,024 | +29.0% | 2,842,370 | $84.84M | Q2 2026 | Aug 14, 2026 |
| Brookfield Corp | Sell | -572,483 | -97.8% | 13,157 | $392.74K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -541,260 | -37.8% | 889,715 | $26.56M | Q2 2026 | Aug 14, 2026 |
| Alyeska Investment Group, L.P. | Sell | -485,412 | -14.0% | 2,978,241 | $88.90M | Q2 2026 | Aug 14, 2026 |
| Tudor Investment Corp Et Al | Buy | +455,750 | +45.3% | 1,462,826 | $43.67M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +414,287 | +31.2% | 1,743,929 | $52.06M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about EPRT activity
Which institutional owners are buying EPRT?
Institutional owners buying EPRT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in EPRT activity?
"Buy" means an investor increased their reported position in EPRT compared to the prior reporting period. This reflects growing exposure to ESSENTIAL PROPERTIES REALTY (EPRT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in EPRT increasing?
Institutional interest in EPRT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related EPRT Institutional Insights
- EPRT Overview
- EPRT 13F Institutional Holders
- EPRT Superinvestors
- 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
- EPRT Articles
- Top Institutional Investor Stock Rankings