Ranked by reported Q1 2026 13F market value
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). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in EPRT β a direct measure of their conviction.
Filings activity in EPRT during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new EPRT position in Q1 2026
Institutions that fully closed their EPRT position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ 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 | β | 72.61% | β | $4.85B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying EPRT stock.
Based on Q1 2026 13F filings, institutional ownership of Essential Properties Realty Trust, Inc. stands at 80.0%, held across 365 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of EPRT, with approximately 37,265,819 shares worth $1.13B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of EPRT, including TWO SIGMA INVESTMENTS, LP.
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.
55 institutions opened new positions in EPRT during Q1 2026, while 41 fully exited. 219 added to existing positions and 89 trimmed.
EPRT institutional ownership fell by 15.44 percentage points quarter-over-quarter, with a net change of +14 holders.
The top 10 institutions account for 52.9% of all reported 13F value in EPRT, and the top 25 account for 75.6%.
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.