Who Owns Essential Properties Realty Trust, Inc. (EPRT)?Hedge Fund & Institutional Holders

$32.85-0.17 (-0.51%)Real EstateNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

Infinity%

QoQ Change in Holders

+8 / -2

Price History

$28.45$29.98$31.52$33.05$34.59Sep 24Jun 25Mar 26

EPRT — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
FMR LLCIncreased+46K+$125.9B
MASSACHUSETTS FINANCIAL SERVICES CO /MA/New Position+3.8M+$112.8B
PRINCIPAL FINANCIAL GROUP INCNew Position+2.7M+$79.2B
PRUDENTIAL FINANCIAL INCIncreased+2.6M+$75.8B
Holocene Advisors, LPNew Position+1.4M+$40.0B
TWO SIGMA ADVISERS, LPIncreased+1.4M+$39.5B
TWO SIGMA INVESTMENTS, LPIncreased+1.3M+$37.0B
BARCLAYS PLCIncreased+1.0M+$30.2B
Universal- Beteiligungs- und Servicegesellschaft mbHNew Position+975K+$29.1B
Boston PartnersNew Position+930K+$27.0B
Alyeska Investment Group, L.P.Increased+914K+$26.0B
STRS OHIONew Position+720K+$21.3B
DUFF & PHELPS INVESTMENT MANAGEMENT COIncreased+491K+$14.3B
FEDERATED HERMES, INC.New Position+471K+$13.0B
Asset Management One Co., Ltd.New Position+387K+$11.5B

EPRT — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CITADEL ADVISORS LLCDecreased-2.9M-$86.1B
MACQUARIE GROUP LTDDecreased-1.9M-$57.9B
BALYASNY ASSET MANAGEMENT L.P.Decreased-1.3M-$38.2B
TUDOR INVESTMENT CORP ET ALDecreased-582K-$35.3B
MILLENNIUM MANAGEMENT LLCDecreased-864K-$26.5B
Lighthouse Investment Partners, LLCDecreased-230K-$20.8B
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCDecreased-668K-$20.0B
Hudson Bay Capital Management LPClosed Position-672K-$20.0B
Freestone Grove Partners LPClosed Position-660K-$19.6B
AmundiDecreased-588K-$18.0B
BROWN ADVISORY INCDecreased-538K-$16.8B
Verition Fund Management LLCDecreased-330K-$16.1B
VOLORIDGE INVESTMENT MANAGEMENT, LLCDecreased-58K-$14.8B
GOLDMAN SACHS GROUP INCDecreased-435K-$14.2B
JPMORGAN CHASE & CODecreased-372K-$14.2B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WELLINGTON MANAGEMENT GROUP LLP6,511,207$193.0B0.03%Share
2Invesco Ltd.4,625,094$137.2B0.02%Share
3FMR LLC3,959,303$117.0B0.01%Share
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,445,867$102.0B0.02%Share
5DUFF & PHELPS INVESTMENT MANAGEMENT CO3,424,842$101.6B1.15%Share
6Alyeska Investment Group, L.P.3,332,756$98.0B0.28%Share
7PRUDENTIAL FINANCIAL INC3,312,044$98.0B0.12%Share
8DEUTSCHE BANK AG\3,252,872$96.0B0.03%Share
9BARCLAYS PLC3,260,256$96.0B0.02%Share
10MASSACHUSETTS FINANCIAL SERVICES CO /MA/3,174,443$94.2B0.03%Share
11DIMENSIONAL FUND ADVISORS LP2,711,396$80.0B0.02%Share
12BALYASNY ASSET MANAGEMENT L.P.2,704,196$80.0B0.10%Share
13PRINCIPAL FINANCIAL GROUP INC2,363,437$70.1B0.04%Share
14TWO SIGMA INVESTMENTS, LP1,988,271$58.0B0.08%Share
15NORTHERN TRUST CORP1,965,874$58.0B0.01%Share
16CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC1,520,150$45.1B0.66%Share
17FRONTIER CAPITAL MANAGEMENT CO LLC1,443,961$42.8B0.45%Share
18TWO SIGMA ADVISERS, LP1,445,100$42.0B0.08%Share
19Holocene Advisors, LP1,362,280$40.0B0.08%Share
20JPMORGAN CHASE & CO1,306,991$38.0B0.00%Share
21Nuveen, LLC1,135,460$33.0B0.01%Share
22Legal & General Group Plc1,046,238$31.0B0.01%Share
23ALLIANCEBERNSTEIN L.P.1,053,465$31.0B0.01%Share
24LONDON CO OF VIRGINIA1,014,490$30.1B0.17%Share
25ADAGE CAPITAL PARTNERS GP, L.L.C.1,030,000$30.0B0.05%Share
26AMERICAN CENTURY COMPANIES INC1,027,283$30.0B0.02%Share
27Universal- Beteiligungs- und Servicegesellschaft mbH975,355$29.1B0.05%Share
28VICTORY CAPITAL MANAGEMENT INC981,285$29.0B0.02%Share
29APG Asset Management US Inc.881,079$26.1B0.20%Share
30GOLDMAN SACHS GROUP INC859,664$25.0B0.00%Share
31Boston Partners817,339$24.0B0.02%Share
32Neuberger Berman Group LLC811,975$24.0B0.02%Share
33Russell Investments Group, Ltd.836,673$24.0B0.03%Share
34STRS OHIO719,600$21.3B0.08%Share
35Capital World Investors729,238$21.0B0.00%Share
36PUBLIC SECTOR PENSION INVESTMENT BOARD685,804$20.0B0.07%Share
37BROOKFIELD Corp /ON/669,714$19.9B0.02%Share
38WELLINGTON MANAGEMENT GROUP LLP644,552$19.0B0.00%Share
39HSBC HOLDINGS PLC609,410$18.1B0.01%Share
40KENNEDY CAPITAL MANAGEMENT LLC582,586$17.3B0.37%Share
41GOLDMAN SACHS GROUP INC585,685$17.0B0.00%Share
42RHUMBLINE ADVISERS557,351$16.0B0.01%Share
43SEI INVESTMENTS CO513,863$15.0B0.01%Share
44Invesco Ltd.493,060$14.6B0.00%Share
45PRUDENTIAL FINANCIAL INC497,828$14.0B0.02%Share
46WELLINGTON MANAGEMENT GROUP LLP468,112$13.0B0.00%Share
47FEDERATED HERMES, INC.463,692$13.0B0.02%Share
48AMERIPRISE FINANCIAL INC413,309$12.0B0.00%Share
49Asset Management One Co., Ltd.386,741$11.5B0.03%Share
50SummitTX Capital, L.P.382,917$11.4B0.34%Share

EPRT Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025353$2.8T+97
Q3 2025256$2.6T-42
Q2 2025298$2.5T-56
Q1 2025354$4.5T+47
Q4 2024307$5.8T+41
Q3 2024266$180.9T+18
Q2 2024248$248.0T+27
Q1 2024221$172.8T—

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As of Q4 2025, 50 institutional investors hold EPRT (Essential Properties Realty Trust, Inc.). The largest holder is WELLINGTON MANAGEMENT GROUP LLP with $193.0B in shares. This quarter, 8 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own EPRT?

As of Q4 2025, 50 institutional investors report holding EPRT (Essential Properties Realty Trust, Inc.) in their 13F filings.

Who is the largest institutional holder of EPRT?

The largest institutional holder of EPRT is WELLINGTON MANAGEMENT GROUP LLP with $193.0B in shares.

Is institutional ownership of EPRT increasing or decreasing?

This quarter, 8 institutions opened new positions in EPRT and 2 closed their positions.