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Disclosery

EPRT ESSENTIAL PPTYS RLTY TR INC

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REIT (common), issuer CIK 1728951

350 managers (358 13F filers) reported a position in EPRT shares at 2025-03-31, 212,016,069 shares in all. 52 filers opened a position and 30 filers sold out during the quarter.

Managers
350
13F filers
358
New
52
Added
146
Reduced
99
Sold out
30
Shares held by filers
212,016,069

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
CAXTON ASSOCIATES LLP20,534$670K0.02%13F-HRTimeline
Selective Wealth Management, Inc.21,709$667K0.29%013F-HRTimeline
Foundry Partners, LLC19,490$636K0.03%+1,54513F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC19,063$622K0.01%-7913F-HRTimelineGroup
Aster Capital Management (DIFC) Ltd18,747$613K0.11%new13F-HRTimeline
Henshaw Capital LLC18,295$597K0.03%013F-HRTimeline
Belpointe Asset Management LLC17,986$587K0.03%new13F-HRTimeline
Fortis Capital Advisors, LLC17,986$587K0.12%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…17,750$579K0.02%-60513F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC17,438$569K0.02%+9,11813F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA17,434$569K<0.01%013F-HRTimelineGroup
Groupe la Francaisein group Groupe la Francaise17,131$559K0.01%new13F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC17,044$556K0.01%-80,37113F-HR/ATimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…15,825$517K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,772$515K<0.01%-1,01113F-HRTimelineGroup
MQS Management LLC15,210$496K0.28%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC15,142$494K<0.01%+5,10213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP14,830$484K<0.01%-1,99113F-HRTimelineGroup
XPONANCE LLC14,026$458K<0.01%+64613F-HRTimeline
Cambria Investment Management, L.P.13,874$453K0.03%-3,50413F-HRTimeline
&PARTNERS13,785$449K<0.01%+20213F-HRTimeline
EntryPoint Capital, LLC13,700$447K0.2%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC13,395$437K0.03%013F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP12,559$410K0.02%new13F-HRTimeline
Janney Montgomery Scott LLC12,398$405K<0.01%-1313F-HRTimeline
Creative Planningin group Creative Planning11,942$390K<0.01%-1,24513F-HRTimelineGroup
Campbell & CO Investment Adviser LLC11,905$389K0.03%new13F-HRTimeline
Polymer Capital Management (US) LLC11,868$387K0.12%new13F-HRTimeline
MACKENZIE FINANCIAL CORP11,638$380K<0.01%-32,63213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC11,278$371K<0.01%-106,96213F-HRTimelineGroup
Crossmark Global Holdings, Inc.11,257$367K0.01%-8913F-HRTimeline
Prudent Man Advisors, LLC11,196$365K0.13%013F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…11,183$365K0.01%013F-HRTimelineGroup
Bayesian Capital Management, LP11,100$362K0.06%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,778$352K<0.01%+41913F-HRTimelineGroup
Cresset Asset Management, LLC10,609$349K<0.01%+42613F-HRTimeline
PURSUE WEALTH PARTNERS LLC10,560$345K0.21%013F-HRTimeline
Cambridge Investment Research Advisors,…10,409$340K<0.01%-9,66113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,109$330K<0.01%-7,75613F-HRTimelineGroup
NJ State Employees Deferred Compensatio…10,000$326K0.04%013F-HRTimeline
Orion Porfolio Solutions, LLC9,910$323K<0.01%-31713F-HRTimeline
Orion Portfolio Solutions, LLC9,910$323K<0.01%-31713F-HR/ATimeline
LOS ANGELES CAPITAL MANAGEMENT LLC9,871$322K<0.01%013F-HRTimeline
Cetera Investment Advisers9,766$319K<0.01%new13F-HRTimeline
BCO Wealth Management LLC9,650$315K0.25%013F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.9,609$314K0.05%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,522$311K<0.01%+12513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,322$304K<0.01%+15213F-HRTimelineGroup
CHOREO, LLC9,005$297K<0.01%+11913F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …8,971$293K0.01%+7113F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …8,918$291K<0.01%new13F-HRTimelineGroup
Cetera Trust Company, N.A8,775$286K0.18%013F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The8,674$283K0.01%+93313F-HRTimelineGroup
PROFUND ADVISORS LLC8,595$281K0.01%-68313F-HRTimeline
EP Wealth Advisors, LLC8,512$278K<0.01%+2,02113F-HRTimeline
KBC Group NVin group KBC Group NV8,085$264K<0.01%+33513F-HRTimelineGroup
GTS SECURITIES LLC7,929$259K0.01%new13F-HRTimeline
RENAISSANCE GROUP LLC7,783$254K0.01%-41213F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC7,790$254K0.02%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS7,752$253K<0.01%+39213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC7,511$247K0.01%-3913F-HRTimeline
Covestor Ltd7,359$240K0.16%+21013F-HRTimeline
Ethic Inc.7,055$229K<0.01%-21713F-HRTimeline
FORA Capital, LLC6,947$227K0.02%new13F-HRTimeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC6,932$226K0.03%new13F-HRTimeline
SHELTON CAPITAL MANAGEMENT6,621$216K0.01%-25713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC6,296$207K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,313$206K0.01%+3,70713F-HRTimelineGroup
HOHIMER WEALTH MANAGEMENT, LLC6,306$206K0.04%new13F-HRTimeline
Keel Point, LLC6,296$206K0.02%new13F-HRTimeline
AXA S.A.in group AXA S.A.6,253$204K<0.01%new13F-HRTimelineGroup
Longboard Asset Management, LP6,241$204K0.6%new13F-HRTimeline
Advisors Asset Management, Inc.5,395$176K<0.01%+84513F-HR/ATimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.5,340$174K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\5,071$166K<0.01%-73613F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC4,911$160K<0.01%new13F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding4,754$155K-432Timeline
GAMMA Investing LLC4,118$134K0.01%+18313F-HR/ATimeline
SIGNATUREFD, LLC3,664$120K<0.01%-5313F-HRTimeline
Archer Investment Corp3,650$119K0.03%new13F-HRTimeline
Morse Asset Management, Inc3,525$115K0.03%+20013F-HRTimeline
GF FUND MANAGEMENT CO. LTD.3,321$108K<0.01%+13513F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…2,815$92K<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC2,489$81.1K0.01%+3313F-HRTimeline
Headlands Technologies LLC2,452$80K0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,928$62.9K<0.01%+74813F-HR/ATimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,056$58.5K<0.01%+5613F-HRTimelineGroup
Heritage Wealth Advisors1,550$50.6K<0.01%013F-HRTimeline
Franchise Capital Ltd1,287$42K0.03%new13F-HRTimeline
Quarry LP1,276$41.6K0.01%-17513F-HRTimeline
Versant Capital Management, Inc1,211$39.5K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,164$38K<0.01%+2513F-HRTimelineGroup
Farther Finance Advisors, LLC1,137$36.9K<0.01%-2,48013F-HRTimeline
MassMutual Private Wealth & Trust, FSB950$31K<0.01%-14613F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.880$28.7K0.03%013F-HRTimeline
Asset Dedication, LLC867$28.3K<0.01%-9613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…857$28K<0.01%+20413F-HRTimelineGroup
Lindbrook Capital, LLC776$25.3K<0.01%013F-HRTimeline
Allworth Financial LP742$23.4K<0.01%+4213F-HRTimeline
Bell Investment Advisors, Inc697$22.8K<0.01%+12513F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.677$22K<0.01%+3013F-HRTimelineGroup
UMB Bank, n.a.668$21.8K<0.01%+20713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GROUP ONE TRADING LLC663$21.6K<0.01%+40013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…637$20.8K<0.01%+7213F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC602$20K<0.01%-413F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management506$16.5K<0.01%013F-HRTimelineGroup
North Star Investment Management Corp.500$16.3K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.496$16K<0.01%+10613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…456$14.9K<0.01%013F-HRTimelineGroup
Wiser Advisor Group LLC453$14.8K0.02%+513F-HRTimeline
Quent Capital, LLC400$13.1K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC300$9.79K<0.01%+12013F-HRTimeline
DANSKE BANK A/S300$9.79K<0.01%-50,88613F-HRTimeline
IFP Advisors, Inc270$8.81K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC259$8.45K<0.01%013F-HRTimeline
Parallel Advisors, LLC243$7.93K<0.01%-18613F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.243$7.93K0.01%-313F-HRTimeline
Vermillion Wealth Management, Inc.181$5.91K<0.01%013F-HRTimeline
Key Financial Inc152$4.96K<0.01%013F-HRTimeline
High Note Wealth, LLC143$4.67K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust137$4.47K<0.01%+9013F-HRTimeline
Vermillion & White Wealth Management Gr…130$4.24K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC110$3.53K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…106$3.46K<0.01%013F-HRTimelineGroup
Brooklyn Investment Group105$3.43K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO94$3.07K<0.01%013F-HRTimelineGroup
Bayforest Capital Ltd93$3.04K<0.01%-51813F-HR/ATimeline
WHITTIER TRUST CO OF NEVADA INC87$2.84K<0.01%+5413F-HRTimeline
Arax Advisory Partners84$2.74K<0.01%-25313F-HRTimeline
LANARK FINANCIAL, INC.70$2K<0.01%new13F-HRTimeline
Stephens Consulting, LLC50$1.63K<0.01%new13F-HRTimeline
Larson Financial Group LLC48$1.57K<0.01%013F-HRTimeline
Bare Financial Services, Inc46$1.5K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC44$1.44K<0.01%new13F-HRTimeline
SIERRA OCEAN, LLC44$1.44K<0.01%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT35$1K<0.01%013F-HRTimeline
NewSquare Capital LLC21$685<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…19$620<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK18$588<0.01%013F-HRTimelineGroup
Crewe Advisors LLC14$457<0.01%013F-HRTimeline
Abound Wealth Management10$327<0.01%013F-HRTimeline
Blue Trust, Inc.9$294<0.01%013F-HRTimeline
MAI Capital Management5$164<0.01%013F-HRTimeline
True Wealth Design, LLC5$164<0.01%new13F-HRTimeline
WealthTrak Capital Management LLC5$164<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5$163<0.01%013F-HRTimelineGroup
Creekmur Asset Management LLC0$3<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Avion Wealth20$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CLEAR INVESTMENT RESEARCH, LLC0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.