EPRT · Company research
Essential Properties Realty Trust, Inc. (EPRT): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
59records availableReal Estate
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 314969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 230583 | 6883 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| DNB Asset Management AS | 1456670 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10369 | 309515 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Collaborative Fund Advisors, LLC | 2132074 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16442 | 490794 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| BESSEMER GROUP INC | 1054074 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 228 | 7 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Jump Financial, LLC | 1831577 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 146918 | 4385502 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Polaris Capital Management, LLC | 1316926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68400 | 2041740 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 78416 | 2340718 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| HARBOR CAPITAL ADVISORS, INC. | 1039128 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 725 | 22 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Wiser Advisor Group LLC | 2011550 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 475 | 14191 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Adelante Capital Management LLC | 1067926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 549615 | 16406000 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 1725296 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14490 | 432527 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Police & Firemen's Retirement System of New Jersey | 2040686 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65104 | 1943354 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 113181 | 3378453 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3890 | 116 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7296773 | 244448 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| PRAXIS INVESTMENT MANAGEMENT INC | 1056825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7790 | 233 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| GF FUND MANAGEMENT CO. LTD. | 2057060 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2835 | 84625 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Moran Wealth Management, LLC | 1965334 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35444 | 1058003 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Brookfield Corp /ON/ | 1001085 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13157 | 392736 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1007280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 252533 | 7538110 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5407951 | 161457604 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| KENNEDY CAPITAL MANAGEMENT LLC | 884589 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 612785 | 18291632 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 908 | 27104 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 976093 | 29136376 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 791341 | 23621557 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| STRS OHIO | 820478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 650700 | 19423395 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| YOUSIF CAPITAL MANAGEMENT, LLC | 1858789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57734 | 1723364 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1177206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 830 | 24776 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 624506 | 18645945 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 1041283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4000 | 119400 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Sterling Capital Management LLC | 1329883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44809 | 1337549 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| MARSHALL WACE, LLP | 1318757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 457617 | 13659867 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MANNING & NAPIER ADVISORS LLC | 62039 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 123 | 3754 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 134424 | 4012556 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sumitomo Mitsui Trust Group, Inc. | 1475365 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 231731 | 6917170 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Heritage Wealth Advisors | 1591122 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1750 | 52238 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35687 | 1076677 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 1033984 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2686049 | 80178563 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DANSKE BANK A/S | 800177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 2985 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58209 | 1738 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 714142 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70761 | 2112 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Cullen Capital Management, LLC | 1362535 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7120 | 212532 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NEUBERGER BERMAN GROUP LLC | 1465109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 551519 | 16462849 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| COHEN & STEERS, INC. | 1284812 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38828414 | 1159028 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 1107314 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49103 | 1465725 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| RICHARDSON FINANCIAL SERVICES INC. | 2012303 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 638 | 19045 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| FARMERS & MERCHANTS INVESTMENTS INC | 1259969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 106 | 3164 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| WHITTIER TRUST CO OF NEVADA INC | 1263548 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 394 | 12324 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Pensionfund PDN | 1297731 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60500 | 1806 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| Pensionfund Sabic | 1637246 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29500 | 881 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 315297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15825 | 472 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BROWN BROTHERS HARRIMAN & CO | 14661 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 140 | 4179 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47600 | 1433807 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| TUDOR INVESTMENT CORP ET AL | 923093 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1462826 | 43665356 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PRIVATE TRUST CO NA | 1277557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19 | 567 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 432042 | 13116795 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Jump Financial, LLC | 1831577 | Mon Jun 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 16200 | 516942 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Jump Financial, LLC | 1831577 | Mon Mar 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 44 | 1436 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Fri Sep 30 2022 00:00:00 GMT+0000 (Coordinated Universal Time) | 1697 | 33 | — | — | — | Aug 26, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.