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Disclosery

EPRT ESSENTIAL PPTYS RLTY TR INC

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REIT (common), issuer CIK 1728951

346 managers (354 13F filers) reported a position in EPRT shares at 2025-06-30, 215,643,400 shares in all. 40 filers opened a position and 40 filers sold out during the quarter.

Managers
346
13F filers
354
New
40
Added
164
Reduced
105
Sold out
40
Shares held by filers
215,643,400

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…20,299$648K0.02%+2,54913F-HRTimelineGroup
CSM Advisors, LLC19,016$606K0.02%new13F-HRTimeline
Belpointe Asset Management LLC18,558$592K0.02%+57213F-HRTimeline
Fortis Capital Advisors, LLC18,558$592K0.11%+57213F-HRTimeline
Henshaw Capital LLC18,295$584K0.02%013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC18,250$582K0.01%+1,20613F-HR/ATimelineGroup
QUADRANT CAPITAL GROUP LLC18,232$582K0.02%+79413F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP18,219$581K0.04%-52,00513F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…18,191$580K0.02%+11,87813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC17,897$571K<0.01%-11,80713F-HRTimelineGroup
Glenmede Investment Management, LP17,677$564K<0.01%13F-HRTimeline
Graham Capital Management, L.P.17,015$543K0.02%new13F-HRTimeline
Creative Planningin group Creative Planning16,531$528K<0.01%+4,58913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC16,382$523K<0.01%+1,24013F-HRTimeline
Cambria Investment Management, L.P.15,865$506K0.03%+1,99113F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…15,825$505K<0.01%013F-HRTimeline
XPONANCE LLC15,506$495K<0.01%+1,48013F-HRTimeline
GSA CAPITAL PARTNERS LLP15,287$488K0.03%new13F-HRTimeline
&PARTNERS14,986$478K<0.01%+1,20113F-HRTimeline
CAXTON ASSOCIATES LLP13,996$447K0.01%-6,53813F-HRTimeline
Severin Investments, LLC13,647$435K0.41%-10,24513F-HRTimeline
EntryPoint Capital, LLC13,192$421K0.21%-50813F-HRTimeline
Prudent Man Advisors, LLC12,882$411K0.13%+1,68613F-HRTimeline
MACKENZIE FINANCIAL CORP12,094$386K<0.01%+45613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC11,965$381K0.03%-1,43013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,730$374K<0.01%-4,04213F-HR/ATimelineGroup
Janney Montgomery Scott LLC11,597$370K<0.01%-80113F-HRTimeline
Federation des caisses Desjardins du Qu…11,404$364K<0.01%new13F-HRTimeline
Crossmark Global Holdings, Inc.11,311$361K0.01%+5413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,955$350K<0.01%+17713F-HRTimelineGroup
PharVision Advisers, LLC10,860$347K0.5%new13F-HRTimeline
PURSUE WEALTH PARTNERS LLC10,560$337K0.19%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,225$329K<0.01%-1,05313F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC10,316$329K<0.01%-8,74713F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …10,314$329K<0.01%+1,39613F-HRTimelineGroup
NJ State Employees Deferred Compensatio…10,000$319K0.04%013F-HRTimeline
Cetera Investment Advisers9,970$318K<0.01%+20413F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC9,871$315K<0.01%013F-HRTimeline
PROFUND ADVISORS LLC9,855$314K0.01%+1,26013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC9,680$309K0.02%new13F-HRTimelineGroup
BCO Wealth Management LLC9,650$308K0.22%013F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The9,413$300K<0.01%+73913F-HRTimelineGroup
Orion Porfolio Solutions, LLC9,208$294K<0.01%-70213F-HR/ATimeline
EP Wealth Advisors, LLC9,144$292K<0.01%+63213F-HRTimeline
CHOREO, LLC8,965$289K<0.01%-4013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC8,980$287K<0.01%-1,12913F-HRTimelineGroup
Cetera Trust Company, N.A8,975$286K0.17%+20013F-HRTimeline
Aigen Investment Management, LP8,852$282K0.04%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,817$281K<0.01%-70513F-HRTimeline
Cambridge Investment Research Advisors,…8,767$280K<0.01%-1,64213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC8,529$275K0.01%+1,01813F-HRTimeline
Lifestyle Asset Management, Inc.8,580$274K0.13%new13F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP8,271$264K0.01%-4,28813F-HRTimeline
Ethic Inc.8,230$263K<0.01%+1,17513F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC7,790$249K0.02%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS7,802$249K<0.01%+5013F-HRTimeline
RENAISSANCE GROUP LLC7,565$241K0.01%-21813F-HRTimeline
FJ Capital Management LLC7,520$240K0.03%new13F-HRTimeline
Headlands Technologies LLC7,260$232K0.03%+4,80813F-HRTimeline
Quantinno Capital Management LP7,124$227K<0.01%new13F-HRTimeline
SHELTON CAPITAL MANAGEMENT6,621$211K<0.01%013F-HRTimeline
M&G PLCin group M&G PLC6,262$200K<0.01%new13F-HRTimelineGroup
Covestor Ltd5,951$190K0.11%-1,40813F-HRTimeline
KBC Group NVin group KBC Group NV5,812$185K<0.01%-2,27313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\5,486$175K<0.01%+41513F-HRTimelineGroup
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…5,303$169K0.06%+54913F-HRTimelineGroup
Advisors Asset Management, Inc.5,272$168K<0.01%-12313F-HR/ATimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.5,025$160K<0.01%new13F-HRTimelineGroup
GAMMA Investing LLC5,003$160K0.01%+88513F-HRTimeline
SIGNATUREFD, LLC3,981$127K<0.01%+31713F-HRTimeline
Archer Investment Corp3,650$116K0.03%013F-HRTimeline
Quarry LP3,586$114K0.03%+2,31013F-HRTimeline
GF FUND MANAGEMENT CO. LTD.3,457$110K<0.01%+13613F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC3,379$108K0.01%new13F-HR/ATimeline
Morse Asset Management, Inc3,325$106K0.02%-20013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …3,021$96K<0.01%-5,95013F-HRTimelineGroup
Cubist Systematic Strategies, LLC2,325$74.2K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC2,292$73.2K0.01%-19713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,098$66.9K<0.01%+4213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,081$66.4K<0.01%+15313F-HRTimelineGroup
DANSKE BANK A/S1,900$60.6K<0.01%+1,60013F-HRTimeline
Heritage Wealth Advisors1,550$49.5K<0.01%013F-HRTimeline
Caitong International Asset Management …1,391$44.4K0.03%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,385$44K<0.01%+22113F-HRTimelineGroup
Franchise Capital Ltd1,287$41.1K0.02%013F-HRTimeline
Versant Capital Management, Inc1,211$38.6K0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,132$36.1K<0.01%-513F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,052$34K<0.01%+37513F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…946$30.2K<0.01%+8913F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB923$29.5K<0.01%-2713F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.880$28.1K0.03%013F-HRTimeline
Asset Dedication, LLC867$27.7K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC876$26.5K0.01%new13F-HRTimeline
UMB Bank, n.a.816$26K<0.01%+14813F-HR/ATimeline
TD PRIVATE CLIENT WEALTH LLC778$24.8K<0.01%new13F-HRTimeline
Brooklyn Investment Group673$21.5K<0.01%+56813F-HR/ATimeline
Global Retirement Partners, LLC672$21.4K<0.01%13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC658$21K<0.01%+5613F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.647$21K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…620$19.8K<0.01%-1713F-HRTimelineGroup
Bell Investment Advisors, Inc572$18.3K<0.01%-12513F-HRTimeline
IFP Advisors, Inc0$17.5K<0.01%-27013F-HRTimelineAmount filed as zero, left out of ratios.
Steward Partners Investment Advisory, L…509$16.2K<0.01%+49013F-HRTimeline
North Star Investment Management Corp.500$16K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC410$13.1K<0.01%+11013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.382$12K<0.01%-11413F-HRTimeline
ATWOOD & PALMER INC375$12K<0.01%new13F-HRTimeline
MAI Capital Management349$11.1K<0.01%+34413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…340$10.8K<0.01%-11613F-HRTimelineGroup
WHITTIER TRUST CO330$10.5K<0.01%new13F-HRTimeline
Larson Financial Group LLC265$8.46K<0.01%+21713F-HRTimeline
Parallel Advisors, LLC263$8.39K<0.01%+2013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC259$8.27K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.243$7.77K0.01%013F-HRTimeline
Clearstead Advisors, LLC208$6.64K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust196$6.25K<0.01%+5913F-HRTimeline
Vermillion Wealth Management, Inc.181$5.78K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC166$5.29K<0.01%+7913F-HRTimeline
Key Financial Inc152$4.85K<0.01%013F-HRTimeline
High Note Wealth, LLC143$4.56K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…126$4.02K<0.01%-413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…106$3.38K<0.01%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO94$3K<0.01%013F-HRTimelineGroup
Arax Advisory Partners84$2.68K<0.01%013F-HRTimeline
Clearstead Trust, LLC79$2.52K<0.01%new13F-HRTimeline
WEBSTER BANK, N. A.75$2.39K<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…66$2.11K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC63$2.01K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.71$2K<0.01%+113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC58$1.85K<0.01%+5313F-HRTimelineGroup
Physician Wealth Advisors, Inc.50$1.6K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC51$1.58K<0.01%-5913F-HRTimeline
SIERRA OCEAN, LLC44$1.4K<0.01%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT35$1K<0.01%013F-HRTimeline
NewSquare Capital LLC21$670<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK18$574<0.01%013F-HRTimelineGroup
Hughes Financial Services, LLC17$510<0.01%new13F-HRTimeline
Crewe Advisors LLC13$415<0.01%-113F-HRTimeline
Abound Wealth Management10$320<0.01%013F-HRTimeline
Blue Trust, Inc.9$287<0.01%013F-HRTimeline
True Wealth Design, LLC5$160<0.01%013F-HRTimeline
WealthTrak Capital Management LLC5$160<0.01%013F-HRTimeline
Creekmur Asset Management LLC0$3<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Avion Wealth20$00%013F-HR/ATimelineValue 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.