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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+43,894+19.1%273,638$8.17MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+2,126+2.9%74,383$2.22MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+1,187+15.7%8,748$261.12KQ2 2026Sep 23, 2026
State Street CorpBuy+616,120+5.4%12,083,687$364.51MQ2 2026Sep 22, 2026
Manufacturers Life Insurance Company, TheBuy+16,151+16.9%111,800$3.34MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+478+21.1%2,740$81.79KQ2 2026Sep 04, 2026
Citadel Advisors LlcBuy+487,960+248.3%684,510$20.43MQ2 2026Sep 02, 2026
Allianz Asset Management GmbhSell-135,769-84.1%25,731$768.07KQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcBuy+17—17$507.00Q2 2026Aug 28, 2026
Corient Private Wealth LlcBuy+16,504—16,504$492.65KQ2 2026Aug 27, 2026
Groupe La FrancaiseBuy+17,765—17,765$530.28KQ2 2026Aug 25, 2026
California State Teachers Retirement SystemBuy+6,780+2.9%244,448$7.30MQ2 2026Aug 24, 2026
Mercer Global Advisors IncBuy+3,126+12.1%29,021$866.29KQ2 2026Aug 19, 2026
Fulcrum Asset Management LlpBuy+30—30$916.00Q2 2026Aug 18, 2026
Adelante Capital Management LlcSell-100,514-15.5%549,615$16.41MQ2 2026Aug 17, 2026
Public Employees Retirement System Of OhioBuy+20,102+8.6%252,533$7.54MQ2 2026Aug 17, 2026
Empowered Funds, LlcSell-8,719-53.1%7,696$229.73KQ2 2026Aug 17, 2026
Cohen & Steers, Inc.Buy+9,221,057+31.1%38,828,414$1.16BQ2 2026Aug 14, 2026
Invesco Ltd.Buy+5,351,515—5,351,515$159.74MQ2 2026Aug 14, 2026
Wellington Management Group LlpSell-2,952,976-35.6%5,335,415$159.26MQ2 2026Aug 14, 2026
Balyasny Asset Management L.P.Sell-2,326,868-90.6%241,916$7.22MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+1,266,681—1,266,681$34.87MQ2 2026Aug 14, 2026
Millennium Management LlcBuy+723,283+398.2%904,926$27.01MQ2 2026Aug 14, 2026
Nomura Asset Management International Inc.Sell-685,923-45.2%830,380$24.79MQ2 2026Aug 14, 2026
Cbre Investment Management Listed Real Assets LlcBuy+639,024+29.0%2,842,370$84.84MQ2 2026Aug 14, 2026
Brookfield CorpSell-572,483-97.8%13,157$392.74KQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-541,260-37.8%889,715$26.56MQ2 2026Aug 14, 2026
Alyeska Investment Group, L.P.Sell-485,412-14.0%2,978,241$88.90MQ2 2026Aug 14, 2026
Tudor Investment Corp Et AlBuy+455,750+45.3%1,462,826$43.67MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+414,287+31.2%1,743,929$52.06MQ2 2026Aug 14, 2026
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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.