What percentage of EPRT is owned by institutions?

Based on Q1 2026 13F filings, institutional ownership of Essential Properties Realty Trust, Inc. stands at 80.0%, held across 365 reporting institutions.

Who is the largest institutional holder of EPRT?

BlackRock, Inc. is the largest reported institutional holder of EPRT, with approximately 37,265,819 shares worth $1.13B as of Q1 2026.

Is EPRT a hedge fund favorite?

Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of EPRT, including TWO SIGMA INVESTMENTS, LP.

What is EPRT's Smart Money Score?

Our composite Smart Money Score for EPRT is 41 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.

How many institutions bought EPRT this quarter?

55 institutions opened new positions in EPRT during Q1 2026, while 41 fully exited. 219 added to existing positions and 89 trimmed.

How is institutional ownership of EPRT changing?

EPRT institutional ownership fell by 15.44 percentage points quarter-over-quarter, with a net change of +14 holders.

How concentrated is EPRT ownership among the top holders?

The top 10 institutions account for 52.9% of all reported 13F value in EPRT, and the top 25 account for 75.6%.

Where does this EPRT institutional ownership data come from?

All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.

Essential Properties Realty Trust, Inc. (EPRT) Institutional Ownership Q1 2026 | Top 13F Holders

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Essential Properties Realty Trust, Inc. (EPRT) Institutional Ownership Q1 2026 | Top 13F Holders | VCP Scanner

Top Institutional Holders of EPRT

Ranked by reported Q1 2026 13F market value

Top 10 Holders

52.9%

Top 25 Holders

75.6%

Share of total reported institutional value in EPRT held by the largest 10 / 25 filers.

#	Institution	Shares Held	Market Value	QoQ Change	Ownership %	% of Fund
1	BlackRock, Inc.	37.3M	$1.13B	+0.3%	17.233%	0.02%
2	STATE STREET CORP	11.5M	$351.6M	+2.8%	5.303%	0.01%
3	WELLINGTON MANAGEMENT GROUP LLP	8.3M	$251.6M	+5.7%	3.833%	0.05%
4	Invesco Ltd.	5.7M	$172.3M	-3.1%	2.624%	0.03%
5	GEODE CAPITAL MANAGEMENT, LLC	5.6M	$169.1M	+6.2%	2.575%	0.01%
6	Daiwa Securities Group Inc.	5.3M	$160.4M	+32.2%	2.443%	0.51%
7	TWO SIGMA INVESTMENTS, LP	5.2M	$157.4M	+160.8%	2.398%	0.13%
8	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	5.0M	$156.2M	+31.4%	2.311%	0.05%
9	MORGAN STANLEY	4.6M	$139.0M	-10.6%	2.117%	0.01%
10	PRUDENTIAL FINANCIAL INC	4.5M	$138.0M	+19.3%	2.102%	0.17%
11	FMR LLC	4.3M	$130.6M	+0.2%	1.989%	0.01%
12	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.7M	$112.8M	+7.9%	1.719%	0.02%
13	Alyeska Investment Group, L.P.	3.5M	$105.2M	+3.9%	1.602%	0.30%
14	DUFF & PHELPS INVESTMENT MANAGEMENT CO	3.4M	$104.2M	+0.2%	1.587%	1.08%
15	Nuveen, LLC	3.1M	$95.5M	+99.5%	1.455%	0.03%
16	DIMENSIONAL FUND ADVISORS LP	3.1M	$94.2M	+6.3%	1.434%	0.02%
17	PRINCIPAL FINANCIAL GROUP INC	2.8M	$84.2M	+3.9%	1.282%	0.04%
18	DEUTSCHE BANK AG\	2.6M	$78.7M	-28.7%	1.199%	0.03%
19	BALYASNY ASSET MANAGEMENT LLC	2.6M	$78.0M	-5.0%	1.188%	0.27%
20	NORTHERN TRUST CORP	2.5M	$74.4M	+4.6%	1.134%	0.01%
21	CBRE CLARION SECURITIES LLC	2.2M	$66.9M	+44.9%	1.019%	0.99%
22	Russell Investments Group, Ltd.	1.7M	$50.8M	+12.0%	0.773%	0.05%
23	Bank of New York Mellon Corp	1.6M	$48.0M	+1.0%	0.731%	0.01%
24	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	1.5M	$46.0M	-12.2%	0.701%	0.08%
25	GOLDMAN SACHS GROUP INC	1.4M	$43.4M	-1.6%	0.662%	0.00%

denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in EPRT — a direct measure of their conviction.

EPRT Institutional Ownership by Quarter

8 quarters of 13F filings · Δ columns show change vs prior quarter

Quarter	Inst. Holders	Δ Holders	Ownership %	Δ Ownership	Total 13F Value	Δ Value
Q1 2026	365	+4.0%	80.00%	15.44 pp	$5.34B	16%
Q4 2025	351	+4.8%	95.44%	+8.39 pp	$6.37B	+9.6%
Q3 2025	335	3.7%	87.05%	5.56 pp	$5.81B	6.0%
Q2 2025	348	0.6%	92.61%	+3.04 pp	$6.18B	+3.4%
Q1 2025	350	+7.7%	89.57%	+5.44 pp	$5.98B	+6.5%
Q4 2024	325	+0.6%	84.13%	2.49 pp	$5.62B	2.9%
Q3 2024	323	+5.9%	86.62%	+14.01 pp	$5.78B	+19%
Q2 2024	305	—	72.61%	—	$4.85B	—

Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.

Essential Properties Realty Trust, Inc. (EPRT) Institutional Ownership

AI Insights & Key Takeaways

Top Institutional Holders of EPRT

Quarterly Institutional Activity

New Buyers

Exited Positions

EPRT Institutional Ownership by Quarter

EPRT — Frequently Asked Questions