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Disclosery

EPRT ESSENTIAL PPTYS RLTY TR INC

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REIT (common), issuer CIK 1728951

337 managers (346 13F filers) reported a position in EPRT shares at 2025-09-30, 213,557,171 shares in all. 39 filers opened a position and 47 filers sold out during the quarter.

Managers
337
13F filers
346
New
39
Added
128
Reduced
131
Sold out
47
Shares held by filers
213,557,171

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
CIBC Bancorp USA Inc.group of 2 filers holding21,280$633K+19,182Timeline
CSM Advisors, LLC19,019$568K0.02%+313F-HRTimeline
Cambria Investment Management, L.P.18,340$546K0.03%+2,47513F-HR/ATimeline
Quantinno Capital Management LP18,233$543K<0.01%+11,10913F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP18,219$542K0.01%013F-HRTimelineGroup
Groupe la Francaisein group Groupe la Francaise18,099$539K0.01%new13F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …17,936$537K<0.01%-11,09813F-HRTimelineGroup
Campbell & CO Investment Adviser LLC17,788$529K0.04%new13F-HRTimeline
Glenmede Investment Management, LP17,700$527K<0.01%+2313F-HRTimeline
QUADRANT CAPITAL GROUP LLC16,963$505K0.02%-1,26913F-HRTimeline
Creative Planningin group Creative Planning16,714$497K<0.01%+18313F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.16,617$495K<0.01%-293,59713F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…16,611$494K0.02%-3,68813F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…15,825$471K<0.01%013F-HRTimeline
XPONANCE LLC15,693$467K<0.01%+18713F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC15,247$454K<0.01%new13F-HRTimelineGroup
&PARTNERS15,110$450K<0.01%+12413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP14,463$430K<0.01%new13F-HRTimelineGroup
EntryPoint Capital, LLC14,304$426K0.16%+1,11213F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC14,294$425K<0.01%new13F-HRTimelineGroup
MACKENZIE FINANCIAL CORP13,957$415K<0.01%+1,86313F-HRTimeline
Severin Investments, LLC13,772$410K0.36%+12513F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC13,702$408K0.01%new13F-HRTimeline
Henshaw Capital LLC13,362$398K0.01%-4,93313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC13,315$398K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,184$393K<0.01%+1,45413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC12,560$374K<0.01%-3,82213F-HRTimeline
Lifestyle Asset Management, Inc.12,539$373K0.13%+3,95913F-HRTimeline
Cetera Investment Advisers12,450$371K<0.01%+2,48013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC11,965$356K0.02%013F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…11,860$353K0.01%-14,11013F-HRTimelineGroup
Crossmark Global Holdings, Inc.11,311$337K0.01%013F-HRTimeline
Bayesian Capital Management, LP11,100$330K0.07%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…11,099$330K<0.01%+14413F-HRTimelineGroup
PURSUE WEALTH PARTNERS LLC10,560$314K0.17%013F-HRTimeline
Schonfeld Strategic Advisors LLC10,381$309K<0.01%-165,53313F-HRTimeline
Graham Capital Management, L.P.10,034$299K0.01%-6,98113F-HRTimeline
NJ State Employees Deferred Compensatio…10,000$298K0.03%013F-HRTimeline
BCO Wealth Management LLC9,650$287K0.19%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC9,368$282K<0.01%-85713F-HRTimelineGroup
Norinchukin Bank, Thein group Norinchukin Bank, The9,362$279K<0.01%-5113F-HRTimelineGroup
Whalen Wealth Management Inc.9,307$277K0.16%new13F-HRTimeline
PROFUND ADVISORS LLC9,280$276K0.01%-57513F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …9,210$274K<0.01%-1,10413F-HRTimelineGroup
Cambridge Investment Research Advisors,…9,081$270K<0.01%+31413F-HRTimeline
Mariner, LLCin group Mariner, LLC9,051$269K<0.01%-8,84613F-HRTimelineGroup
NAPA WEALTH MANAGEMENT9,025$269K0.13%new13F-HRTimeline
Orion Porfolio Solutions, LLC8,993$268K<0.01%-21513F-HRTimeline
Cetera Trust Company, N.A8,975$267K0.15%013F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…8,964$267K<0.01%new13F-HRTimelineGroup
CHOREO, LLC8,683$261K<0.01%-28213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,090$241K<0.01%+28813F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC7,790$232K0.01%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC7,594$228K0.01%-93513F-HRTimeline
GTS SECURITIES LLC7,474$222K0.01%new13F-HRTimeline
FORA Capital, LLC7,395$220K0.04%new13F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC7,239$215K0.03%new13F-HRTimeline
Cullen Capital Management, LLC7,120$212K<0.01%new13F-HRTimeline
M&G PLCin group M&G PLC6,776$203K<0.01%+51413F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,908$176K<0.01%-12,28313F-HRTimelineGroup
KBC Group NVin group KBC Group NV5,812$173K<0.01%013F-HRTimelineGroup
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…5,746$171K0.05%+44313F-HRTimelineGroup
Advisors Asset Management, Inc.5,354$159K<0.01%+8213F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\4,912$146K<0.01%-57413F-HRTimelineGroup
Covestor Ltd4,648$138K0.08%-1,30313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,591$137K<0.01%new13F-HRTimelineGroup
GAMMA Investing LLC4,539$135K0.01%-46413F-HRTimeline
Archer Investment Corp3,960$118K0.03%+31013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …3,861$115K<0.01%+84013F-HRTimelineGroup
SIGNATUREFD, LLC3,674$109K<0.01%-30713F-HRTimeline
GF FUND MANAGEMENT CO. LTD.3,264$97.1K<0.01%-19313F-HRTimeline
Smartleaf Asset Management LLC2,861$84.7K0.01%+56913F-HRTimeline
Bayforest Capital Ltd2,066$61.5K0.03%new13F-HRTimeline
DANSKE BANK A/S1,900$56.5K<0.01%013F-HR/ATimeline
Versant Capital Management, Inc1,867$55.6K0.01%+65613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,598$47.5K<0.01%-48313F-HRTimelineGroup
Heritage Wealth Advisors1,550$46.1K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC1,538$46K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,498$45K<0.01%+11313F-HRTimelineGroup
Farther Finance Advisors, LLC1,344$40K<0.01%+21213F-HRTimeline
Quarry LP1,030$30.7K0.01%-2,55613F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.947$28K<0.01%-10513F-HRTimelineGroup
CROWLEY WEALTH MANAGEMENT, INC.880$26.2K0.02%013F-HRTimeline
Asset Dedication, LLC867$25.8K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…864$25.7K<0.01%-8213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…855$25.4K<0.01%new13F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC852$25K<0.01%+19413F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB837$24.9K<0.01%-8613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC814$24.2K<0.01%+75613F-HRTimelineGroup
UMB Bank, n.a.808$24K<0.01%-813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TD PRIVATE CLIENT WEALTH LLC768$22.9K<0.01%-1013F-HRTimeline
Global Retirement Partners, LLC617$18.4K<0.01%-5513F-HRTimeline
Bell Investment Advisors, Inc589$17.5K<0.01%+1713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC516$15.4K<0.01%+35013F-HRTimeline
Steward Partners Investment Advisory, L…509$15.1K<0.01%013F-HRTimeline
North Star Investment Management Corp.500$14.9K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…494$14.7K<0.01%-12613F-HRTimelineGroup
Wiser Advisor Group LLC461$13.7K0.02%new13F-HRTimeline
FIRST HORIZON CORP458$13.6K<0.01%13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.440$13K<0.01%-20713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Caitong International Asset Management …432$12.9K0.01%-95913F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.374$11.1K<0.01%new13F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.376$11K<0.01%-613F-HRTimeline
Aster Capital Management (DIFC) Ltd352$10.5K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…349$10.4K<0.01%+913F-HRTimelineGroup
Wealthspire Advisors, LLC284$8.45K<0.01%new13F-HRTimeline
Larson Financial Group LLC261$7.77K<0.01%-413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC259$7.71K<0.01%013F-HRTimeline
Parallel Advisors, LLC243$7.23K<0.01%-2013F-HRTimeline
Clearstead Advisors, LLC208$6.19K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.196$5.83K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.181$5.39K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC180$5.36K<0.01%-23013F-HRTimeline
Parkside Financial Bank & Trust156$4.64K<0.01%-4013F-HRTimeline
Key Financial Inc152$4.55K<0.01%013F-HRTimeline
High Note Wealth, LLC146$4.34K<0.01%+313F-HRTimeline
Sunbelt Securities, Inc.135$4.02K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…106$3.15K<0.01%013F-HRTimelineGroup
Clearstead Trust, LLC79$2.35K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.75$2.23K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC70$2.1K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.56$1.67K<0.01%-1513F-HRTimeline
JPL Wealth Management, LLC54$1.61K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC52$1.55K<0.01%+113F-HRTimeline
MAI Capital Management43$1.28K<0.01%-30613F-HRTimeline
Essential Partners LLC35$1.04K<0.01%new13F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT35$1K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA30$893<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK18$536<0.01%013F-HRTimelineGroup
Hughes Financial Services, LLC17$519<0.01%013F-HRTimeline
Rossby Financial, LCC16$479<0.01%new13F-HRTimeline
Abound Wealth Management10$298<0.01%013F-HRTimeline
Blue Trust, Inc.9$268<0.01%013F-HRTimeline
Advisory Services Network, LLC6$179<0.01%new13F-HRTimeline
Creekmur Asset Management LLC0$3<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Avion Wealth20$00%013F-HRTimelineValue 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.