Essential Properties Realty Trust Ownership | Who Owns Essential Properties Realty Trust?
Essential Properties Realty Trust Ownership Summary
Essential Properties Realty Trust is owned by 48.76% institutional investors, 0.96% insiders, and 50.28% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 19.27% of EPRT shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.18% of its assets in Essential Properties Realty Trust shares.
EPRT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Essential Properties Realty Trust | 48.76% | 0.96% | 50.28% |
| Sector | Real Estate Stocks | 55.70% | 8.24% | 36.06% |
| Industry | Diversified REIT Stocks | 47.05% | 6.23% | 46.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 33.79M | 19.27% | $1.06B |
| Blackrock | 33.68M | 19.21% | $933.21M |
| Vanguard group | 27.10M | 15.45% | $847.56M |
| State street | 10.25M | 5.78% | $323.53M |
| Wellington management group llp | 8.46M | 4.83% | $264.70M |
| Morgan stanley | 6.28M | 3.58% | $173.88M |
| Cohen & steers | 5.90M | 3.36% | $184.50M |
| Deutsche bank ag\ | 5.69M | 3.24% | $177.96M |
| T. rowe price investment management | 4.92M | 2.81% | $153.94M |
| Invesco | 4.65M | 2.65% | $145.51M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Hazelview securities | 633.14K | 3.66% | $20.05M |
| Heitman real estate securities | 1.45M | 2.91% | $45.20M |
| Gsi capital advisors | 156.39K | 2.59% | $4.89M |
| Aurora investment counsel | 98.57K | 1.69% | $3.08M |
| Pensionfund dsm netherlands | 65.50K | 1.27% | $2.05M |
| B&i capital | 120.54K | 1.23% | $3.77M |
| Truvestments capital | 111.94K | 0.90% | $3.50M |
| Duff & phelps investment management | 2.05M | 0.77% | $64.22M |
| Jackson creek investment advisors | 53.20K | 0.50% | $1.66M |
| Resolution capital | 752.61K | 0.42% | $23.54M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 33.68M | 0.02% | 2.77M |
| Norges bank | 2.66M | 0.01% | 2.66M |
| Bank of montreal /can/ | 2.10M | 0.03% | 1.48M |
| Invesco | 4.65M | 0.03% | 1.18M |
| Balyasny asset management | 1.12M | 0.05% | 1.12M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 8.46M | 0.05% | -1.26M |
| Schroder investment management group | - | - | -1.20M |
| Adelante capital management | 47.76K | 0.10% | -1.06M |
| Aew capital management l p | - | - | -1.03M |
| Cohen & steers | 5.90M | 0.35% | -971.74K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 2.66M | 0.01% | 2.66M | $83.34M |
| Raymond james financial | 685.36K | 0.01% | 685.36K | $21.44M |
| Hazelview securities | 633.14K | 3.66% | 633.14K | $20.05M |
| Capital world investors | 229.99K | 0.00% | 229.99K | $7.19M |
| Susquehanna fundamental investments | 198.53K | 0.09% | 198.53K | $6.21M |
Sold Out
| Holder | Change |
|---|---|
| Creekmur asset management | -1.00 |
| Cornerstone planning group | -10.00 |
| Avion wealth | -20.00 |
| Nbc securities | -30.00 |
| Horizon investments | -38.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 129 | -60.67% | 85,485,592 | -55.55% | 48 | 0.41% | 57 | -67.98% | 47 | -58.04% |
| Sep 30, 2024 | 327 | 6.17% | 190,139,667 | 1.70% | 108 | 0.95% | 177 | -1.67% | 112 | 21.74% |
| Jun 30, 2024 | 308 | 6.94% | 186,964,682 | 4.33% | 106 | 0.93% | 180 | 13.21% | 92 | -3.16% |
| Mar 31, 2024 | 288 | 3.60% | 179,207,803 | 6.59% | 107 | 0.88% | 159 | 3.92% | 95 | -1.04% |
| Dec 31, 2023 | 278 | 2.58% | 168,134,325 | 1.38% | 110 | 0.98% | 153 | -12.07% | 96 | 50.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 11.61M | 6.18% | 6.56K |
| Vanguard Real Estate Index Investor | 6.70M | 3.57% | -82.30K |
| Vanguard US Total Market Shares ETF | 5.58M | 2.97% | 3.77K |
| Vanguard Total Stock Mkt Idx Inv | 5.56M | 2.96% | 2.83K |
| iShares Russell 2000 ETF | 4.63M | 2.47% | -40.15K |
| Vanguard Small Cap Index | 4.48M | 2.38% | 3.69K |
| Cohen & Steers Real Estate Opportunities | 3.16M | 1.80% | -775.95K |
| Cohen & Steers Real Estate Securities A | 3.16M | 1.80% | -775.95K |
| Vanguard Explorer Inv | 2.77M | 1.58% | -397.34K |
| T. Rowe Price Small-Cap Value | 2.83M | 1.51% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 26, 2025 | Sautel Stephen D | - | Sell | $406.75K |
| Feb 25, 2025 | Sautel Stephen D | - | Sell | $892.92K |
| Feb 24, 2025 | Sautel Stephen D | - | Sell | $959.70K |
| Nov 04, 2024 | Mavoides Peter M. | President and CEO | Sell | $536.68K |
| Oct 03, 2024 | Mavoides Peter M. | President and CEO | Sell | $911.56K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 3 |
| 2024 Q4 | - | 2 |
| 2024 Q3 | - | 6 |
| 2024 Q2 | - | 3 |
| 2024 Q1 | - | 8 |
EPRT Ownership FAQ
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