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Disclosery

EPRT ESSENTIAL PPTYS RLTY TR INC

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REIT (common), issuer CIK 1728951

365 managers (378 13F filers) reported a position in EPRT shares at 2026-06-30, 251,996,246 shares in all. 45 filers opened a position and 44 filers sold out during the quarter.

Managers
365
13F filers
378
New
45
Added
164
Reduced
115
Sold out
44
Shares held by filers
251,996,246

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BOOTHBAY FUND MANAGEMENT, LLC18,818$562K0.01%-6313F-HRTimeline
Steward Partners Investment Advisory, L…18,452$551K<0.01%+18,43313F-HRTimeline
Groupe la Francaisein group Groupe la Francaise17,765$530K0.01%013F-HRTimelineGroup
Atom Investors LP17,462$521K0.05%new13F-HRTimeline
Summit Global Investmentsin group Summit Global Investments16,561$494K0.03%+1,50013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP16,504$493K<0.01%new13F-HR/ATimelineGroup
Collaborative Fund Advisors, LLC16,442$491K0.29%+2,21213F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…15,825$472K<0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC15,211$454K<0.01%+1,30413F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…14,533$434K<0.01%+1,74013F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…14,507$433K0.01%-30,77413F-HRTimelineGroup
CENTERSQUARE INVESTMENT MANAGEMENT LLC14,490$433K<0.01%+32013F-HRTimeline
HighTower Advisors, LLC14,479$432K<0.01%-5,44413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC14,119$423K<0.01%-10413F-HRTimelineGroup
Whalen Wealth Management Inc.14,151$422K0.19%new13F-HRTimeline
Lifestyle Asset Management, Inc.14,062$420K0.11%+82113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC13,995$418K<0.01%-2,08713F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…13,399$400K0.01%+14513F-HRTimelineGroup
Severin Investments, LLC13,313$397K0.3%+38813F-HRTimeline
Ensign Peak Advisors, Inc13,181$393K<0.01%013F-HRTimeline
Brookfield Corp /ON/in group Brookfield Corp /ON/13,157$393K<0.01%-572,48313F-HRTimelineGroup
Pasadena Private Wealth, LLC12,996$388K0.05%+1,50813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC12,907$385K<0.01%+2,19813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,905$385K<0.01%+1,26313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,769$381K<0.01%+6,38713F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC12,421$375K<0.01%+1,02313F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.12,480$373K<0.01%+2,27713F-HRTimelineGroup
GeoWealth Management, LLC12,110$361K0.01%+5,24713F-HRTimeline
Qube Research & Technologies Ltd11,819$353K<0.01%-286,80313F-HRTimeline
PROFUND ADVISORS LLC11,571$345K0.01%+1,98313F-HRTimeline
Crossmark Global Holdings, Inc.11,311$338K<0.01%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC11,225$335K0.02%013F-HRTimeline
CIBC Asset Management Inc11,132$332K<0.01%+1,38513F-HRTimeline
PGGM Investments11,005$328K0.01%-2,287,18413F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …10,957$327K<0.01%-8813F-HRTimelineGroup
Cambridge Investment Research Advisors,…10,902$325K<0.01%-30413F-HR/ATimeline
EVERGREEN CAPITAL MANAGEMENT LLC10,491$316K0.01%-31213F-HRTimeline
PURSUE WEALTH PARTNERS LLC10,560$315K0.18%013F-HRTimeline
FJ Capital Management LLC10,539$315K0.04%-7,12613F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS10,369$310K<0.01%013F-HRTimelineGroup
MQS Management LLC10,324$308K0.38%new13F-HRTimeline
&PARTNERS10,232$305K<0.01%+21513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,794$292K<0.01%-1,02613F-HRTimelineGroup
BCO Wealth Management LLC9,650$288K0.16%013F-HRTimeline
Sequoia Financial Advisors, LLC9,565$286K<0.01%-1,15913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9,478$283K<0.01%+3,19913F-HRTimelineGroup
Norinchukin Bank, Thein group Norinchukin Bank, The9,350$279K<0.01%+5213F-HRTimelineGroup
M&G PLCin group M&G PLC9,154$275K<0.01%new13F-HRTimelineGroup
CHOREO, LLC8,695$260K<0.01%+5513F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC8,580$256K<0.01%new13F-HRTimelineGroup
EP Wealth Advisors, LLC8,215$245K<0.01%+613F-HRTimeline
Cetera Trust Company, N.A8,200$245K0.12%013F-HRTimeline
Orion Porfolio Solutions, LLC8,090$241K<0.01%+46513F-HRTimeline
Private Advisor Group, LLC8,036$240K<0.01%+44413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC7,852$236K<0.01%-4413F-HRTimeline
CSM Advisors, LLC7,815$234K<0.01%new13F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC7,790$233K0.01%013F-HRTimeline
Empowered Funds, LLC7,696$230K<0.01%-8,71913F-HRTimeline
AlphaGrep UK Ltd7,694$230K0.07%-3113F-HRTimeline
MATHER GROUP, LLC.7,429$222K<0.01%-77013F-HRTimeline
INCEPTIONR LLC7,385$220K0.05%-2,30313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,057$220K<0.01%new13F-HRTimeline
Gilman Hill Asset Management, LLC7,250$216K0.03%013F-HRTimeline
Cullen Capital Management, LLC7,120$213K<0.01%013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC6,989$209K0.02%+3313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA6,813$203K<0.01%+15813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,161$189K<0.01%+3,06013F-HRTimelineGroup
KBC Group NVin group KBC Group NV5,812$173K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\5,480$164K<0.01%-73213F-HRTimelineGroup
SIGNATUREFD, LLC5,351$160K<0.01%+81813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,591$137K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC4,264$127K<0.01%-1,00013F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY4,000$119K0.02%013F-HRTimeline
Covestor Ltd3,890$116K0.07%-21313F-HRTimeline
Horizon Investments, LLC3,772$113K<0.01%+58913F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,597$107K0.01%+22613F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC3,050$91K0.05%-29513F-HRTimeline
Nykredit A/Sin group Nykredit A/S2,949$88K<0.01%13F-HRTimelineGroup
GF FUND MANAGEMENT CO. LTD.2,835$84.6K<0.01%-16113F-HRTimeline
Arax Advisory Partners2,169$64.7K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,143$64K<0.01%-35613F-HRTimelineGroup
Farther Finance Advisors, LLC1,883$56.2K<0.01%-24413F-HRTimeline
Heritage Wealth Advisors1,750$52.2K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC1,726$51.8K<0.01%-58913F-HRTimeline
STANCE CAPITAL LLC1,649$49.2K0.01%new13F-HRTimeline
Kemnay Advisory Services Inc.1,540$46K0.01%-10513F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.1,450$43.3K<0.01%new13F-HRTimelineGroup
Versant Capital Management, Inc1,408$42K<0.01%-2113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,422$42K<0.01%-8,05413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ASSETMARK, INCin group ASSETMARK, INC1,384$41.3K<0.01%+4513F-HRTimelineGroup
Global Retirement Partners, LLC1,372$41K<0.01%13F-HRTimeline
Smartleaf Asset Management LLC1,319$40.3K<0.01%013F-HRTimeline
Aster Capital Management (DIFC) Ltd1,263$37.7K0.01%new13F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,262$37.7K<0.01%-35013F-HRTimelineGroup
UMB Bank, n.a.1,194$35.6K<0.01%+10513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Caitong International Asset Management …1,105$33K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,023$31K<0.01%-6813F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB908$27.1K<0.01%013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC830$24.8K<0.01%-14513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC755$22.5K<0.01%+8213F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.725$22K<0.01%-7913F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.638$19K0.01%+6113F-HRTimeline
Bell Investment Advisors, Inc528$15.8K<0.01%+1613F-HRTimeline
North Star Investment Management Corp.517$15.4K<0.01%+1713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management510$15.2K<0.01%013F-HRTimelineGroup
PlanVest Financial, Inc510$15.2K0.01%013F-HRTimeline
Wiser Advisor Group LLC475$14.2K0.02%+413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC394$12.3K<0.01%-3513F-HRTimeline
Parallel Advisors, LLC381$11.4K<0.01%+4513F-HRTimeline
LRI Investments, LLC362$10.8K<0.01%013F-HRTimeline
Accent Capital Management, LLC345$10.4K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.323$9.64K<0.01%new13F-HRTimeline
CENTRAL TRUST Co299$8.93K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC294$8.78K<0.01%+9413F-HRTimeline
TRUST CO OF TOLEDO NA /OH/292$8.72K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC264$7.88K<0.01%new13F-HRTimeline
Larson Financial Group LLC261$7.79K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC259$7.73K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC254$7.58K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…253$7.55K<0.01%-11413F-HRTimeline
HARBOUR INVESTMENTS, INC.226$6.75K<0.01%+14513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…212$6.33K<0.01%-13913F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…197$5.88K<0.01%+13113F-HRTimeline
Vermillion Wealth Management, Inc.181$5.4K<0.01%013F-HRTimeline
Clearstead Advisors, LLC165$4.93K<0.01%new13F-HRTimeline
Continuum Advisory, LLC159$4.75K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC141$4.6K<0.01%+2013F-HRTimeline
High Note Wealth, LLC150$4.48K<0.01%-113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO140$4.18K<0.01%013F-HRTimelineGroup
Kilter Group LLC131$3.91K<0.01%-1013F-HRTimeline
Quarry LP126$3.76K<0.01%-6413F-HRTimeline
MANNING & NAPIER ADVISORS LLC123$3.75K<0.01%+413F-HRTimeline
FIRST HORIZON CORP125$3.73K<0.01%-74813F-HRTimeline
Rossby Financial, LCC118$3.52K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…106$3.16K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC103$3.08K<0.01%new13F-HRTimeline
DANSKE BANK A/S100$2.98K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC79$2.36K<0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC70$2.15K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS70$2.06K<0.01%new13F-HRTimeline
Ares Financial Consulting, LLC68$2.03K<0.01%013F-HRTimeline
Avion Wealth71$2K<0.01%+5113F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK54$1.61K<0.01%new13F-HRTimelineGroup
JPL Wealth Management, LLC54$1.61K<0.01%013F-HRTimeline
Sunrise Financial Services, LLC48$1.43K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.44$1.31K<0.01%-513F-HRTimeline
JFS WEALTH ADVISORS, LLC36$1.09K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC34$1.01K<0.01%new13F-HRTimeline
Essential Partners LLC34$1.01K<0.01%+213F-HRTimeline
Ankerstar Wealth, LLC33$996<0.01%+813F-HRTimeline
Fulcrum Asset Management LLP30$916<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC24$716<0.01%+713F-HRTimeline
Prestige Wealth Management Group LLC23$694<0.01%+1613F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC23$687<0.01%-1113F-HRTimeline
PRIVATE TRUST CO NA19$567<0.01%-1513F-HRTimeline
Cedar Mountain Advisors, LLC19$567<0.01%013F-HRTimeline
Cornerstone Financial Management LLC17$507<0.01%new13F-HR/ATimeline
SHP Wealth Management15$448<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.12$359<0.01%-9013F-HRTimeline
Davis Capital Management11$328<0.01%new13F-HRTimeline
Abound Wealth Management10$299<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.9$258<0.01%new13F-HRTimeline
Hughes Financial Services, LLC5$149<0.01%+313F-HRTimeline
Godfrey Financial Associates, Inc.4$119<0.01%013F-HRTimeline
Evolution Advisers, Inc.17$00%new13F-HRTimelineValue filed as zero, left out of ratios.