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Disclosery

EPRT ESSENTIAL PPTYS RLTY TR INC

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REIT (common), issuer CIK 1728951

349 managers (358 13F filers) reported a position in EPRT shares at 2025-12-31, 231,361,599 shares in all. 41 filers opened a position and 43 filers sold out during the quarter.

Managers
349
13F filers
358
New
41
Added
130
Reduced
129
Sold out
43
Shares held by filers
231,361,599

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
CENTERSQUARE INVESTMENT MANAGEMENT LLC16,944$503K<0.01%-5,97913F-HRTimeline
Invst, LLC16,719$496K0.05%-5,51013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP16,678$495K<0.01%+2,21513F-HR/ATimelineGroup
BOOTHBAY FUND MANAGEMENT, LLC16,200$480K0.01%+2,49813F-HRTimeline
Summit Global Investmentsin group Summit Global Investments16,115$478K0.03%new13F-HRTimelineGroup
Federation des caisses Desjardins du Qu…15,878$471K<0.01%-9,78613F-HRTimeline
XPONANCE LLC15,842$470K<0.01%+14913F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…15,825$469K<0.01%013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC14,696$436K0.01%new13F-HRTimelineGroup
EntryPoint Capital, LLC14,304$424K0.17%013F-HRTimeline
&PARTNERS14,283$424K<0.01%-82713F-HRTimeline
Eurizon Capital SGR S.p.A.14,209$421K<0.01%13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC14,070$418K<0.01%+75513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC14,102$418K<0.01%+1,54213F-HRTimeline
PROFUND ADVISORS LLC13,957$414K0.01%+4,67713F-HRTimeline
State of Wyoming13,917$413K0.05%new13F-HRTimeline
Vise Technologies, Inc.13,865$411K0.01%new13F-HRTimeline
MACKENZIE FINANCIAL CORP13,641$410K<0.01%-31613F-HRTimeline
CIBC Bancorp USA Inc.group of 2 filers holding13,364$396K+13,278Timeline
Ensign Peak Advisors, Inc13,181$391K<0.01%-22,95013F-HR/ATimeline
Pasadena Private Wealth, LLC12,785$379K0.05%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,778$379K<0.01%-2,878,75913F-HRTimelineGroup
Severin Investments, LLC12,721$377K0.33%-1,05113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,704$377K<0.01%-48013F-HRTimelineGroup
Cetera Investment Advisers12,664$376K<0.01%+21413F-HRTimeline
VARCOV Co.12,444$369K0.15%13F-HRTimeline
Fieldview Capital Management, LLC12,000$356K0.06%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding11,927$354K-10,789Timeline
Cambridge Investment Research Advisors,…11,872$352K<0.01%+2,79113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC11,715$347K0.02%-25013F-HRTimeline
Polymer Capital Management (US) LLC11,528$342K0.04%new13F-HRTimeline
Lifestyle Asset Management, Inc.11,494$341K0.11%-1,04513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…11,361$337K<0.01%+26213F-HRTimelineGroup
Crossmark Global Holdings, Inc.11,311$335K<0.01%013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC11,113$330K<0.01%-4,13413F-HRTimelineGroup
PURSUE WEALTH PARTNERS LLC10,560$313K0.15%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,098$300K<0.01%+2,00813F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …9,899$294K<0.01%+68913F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC9,714$292K<0.01%+34613F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC9,709$291K0.01%+2,11513F-HRTimeline
CIBC Asset Management Inc9,747$289K<0.01%new13F-HRTimeline
BCO Wealth Management LLC9,650$286K0.18%013F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The9,059$269K<0.01%-30313F-HRTimelineGroup
Cetera Trust Company, N.A9,000$267K0.14%+2513F-HRTimeline
CHOREO, LLC8,850$266K<0.01%+16713F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…8,964$266K<0.01%013F-HRTimelineGroup
Sequoia Financial Advisors, LLC8,913$264K<0.01%new13F-HRTimeline
Covestor Ltd8,506$252K0.13%+3,85813F-HRTimeline
EP Wealth Advisors, LLC8,413$250K<0.01%13F-HRTimeline
Orion Porfolio Solutions, LLC8,130$241K<0.01%-86313F-HRTimeline
Entropy Technologies, LP7,966$236K0.01%new13F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC7,790$231K0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,589$225K<0.01%new13F-HRTimeline
M&G PLCin group M&G PLC7,483$224K<0.01%+70713F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP7,555$224K0.02%new13F-HRTimeline
Private Advisor Group, LLC7,398$219K<0.01%new13F-HRTimeline
Cullen Capital Management, LLC7,120$211K<0.01%013F-HRTimeline
Gilman Hill Asset Management, LLC7,000$208K0.03%new13F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC6,862$204K0.03%-37713F-HRTimeline
KBC Group NVin group KBC Group NV5,812$172K<0.01%013F-HRTimelineGroup
Advisors Asset Management, Inc.5,202$154K<0.01%-15213F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\5,024$149K<0.01%+11213F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,591$136K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC4,351$129K0.01%-18813F-HRTimeline
SIGNATUREFD, LLC4,110$122K<0.01%+43613F-HRTimeline
Archer Investment Corp3,960$117K0.03%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,355$99.5K0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC3,345$99.2K0.06%13F-HRTimeline
GF FUND MANAGEMENT CO. LTD.3,283$97.4K<0.01%+1913F-HRTimeline
Smartleaf Asset Management LLC3,141$94.5K<0.01%+28013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …3,070$91K<0.01%-79113F-HRTimelineGroup
Horizon Investments, LLC2,575$76.4K<0.01%new13F-HRTimeline
DANSKE BANK A/S2,400$71.2K<0.01%+50013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,121$62.9K<0.01%-3,78713F-HRTimelineGroup
Bayforest Capital Ltd1,884$55.9K0.04%-18213F-HRTimeline
Farther Finance Advisors, LLC1,883$55.9K<0.01%+53913F-HRTimeline
Heritage Wealth Advisors1,750$51.9K<0.01%+20013F-HRTimeline
Parkside Financial Bank & Trust1,730$51.3K<0.01%+1,57413F-HRTimeline
CWM, LLCin group CWM, LLC1,718$51K<0.01%+22013F-HRTimelineGroup
Caitong International Asset Management …1,614$47.9K0.01%+1,18213F-HR/ATimeline
Clearstead Advisors, LLC1,590$47.2K<0.01%+1,38213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,528$45.3K<0.01%-7013F-HRTimelineGroup
Versant Capital Management, Inc1,440$42.7K0.01%-42713F-HRTimeline
Salomon & Ludwin, LLC1,369$40.6K<0.01%-16913F-HRTimeline
FIRST HORIZON CORP1,131$33.5K<0.01%+67313F-HRTimeline
UMB Bank, n.a.1,035$30.7K<0.01%+22713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ASSETMARK, INCin group ASSETMARK, INC906$26.9K<0.01%+9213F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…899$26.7K<0.01%+40513F-HRTimelineGroup
SageView Advisory Group, LLC881$26.1K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC883$26K<0.01%+3113F-HRTimelineGroup
Asset Dedication, LLC867$25.7K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB859$25.5K<0.01%+2213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…852$25.3K<0.01%-1213F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.774$23K<0.01%+33413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Arax Advisory Partners773$22.9K<0.01%new13F-HRTimeline
Kemnay Advisory Services Inc.658$19.5K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…639$19K<0.01%-21613F-HR/ATimelineGroup
RICHARDSON FINANCIAL SERVICES INC.584$17.3K0.01%new13F-HRTimeline
Bell Investment Advisors, Inc572$17K<0.01%-1713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC562$16.7K<0.01%-20613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC516$15.3K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management506$15K<0.01%new13F-HRTimelineGroup
North Star Investment Management Corp.500$14.8K<0.01%013F-HRTimeline
Quarry LP481$14.3K<0.01%-54913F-HRTimeline
Wiser Advisor Group LLC466$13.8K0.02%+513F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.370$11K<0.01%-613F-HRTimeline
Sound Income Strategies, LLC341$10.5K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…344$10.2K<0.01%-513F-HR/ATimelineGroup
Triumph Capital Management337$10K<0.01%new13F-HRTimeline
Larson Financial Group LLC261$7.74K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…261$7.74K<0.01%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC259$7.68K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC254$7.53K<0.01%13F-HRTimeline
Parallel Advisors, LLC250$7.42K<0.01%+713F-HRTimeline
CBIZ Investment Advisory Services, LLC243$7.28K<0.01%+17313F-HRTimeline
DV EQUITIES, LLC191$5.67K<0.01%13F-HRTimeline
Vermillion Wealth Management, Inc.181$5.37K<0.01%013F-HRTimeline
Key Financial Inc152$4.51K<0.01%013F-HRTimeline
High Note Wealth, LLC151$4.48K<0.01%+513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO148$4.39K<0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC142$4.21K<0.01%-3813F-HRTimeline
Kilter Group LLC140$4.15K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.135$4K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…126$3.74K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…106$3.14K<0.01%013F-HRTimelineGroup
Quattro Advisors LLC95$2.81K<0.01%13F-HRTimeline
WEBSTER BANK, N. A.75$2.23K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC73$2.14K<0.01%+2113F-HRTimeline
Ares Financial Consulting, LLC68$2.02K<0.01%13F-HRTimeline
MANNING & NAPIER ADVISORS LLC59$1.77K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.58$1.72K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.51$1.51K<0.01%-513F-HRTimeline
Sunrise Financial Services, LLC48$1.42K<0.01%13F-HRTimeline
MAI Capital Management43$1.28K<0.01%013F-HRTimeline
DV Trading LLC42$1.25K<0.01%13F-HRTimeline
Elyxium Wealth, LLC42$1.25K<0.01%new13F-HRTimeline
Essential Partners LLC32$949<0.01%-313F-HRTimeline
Ankerstar Wealth, LLC31$929<0.01%13F-HRTimeline
PRIVATE TRUST CO NA30$890<0.01%013F-HRTimeline
Rossby Financial, LCC30$890<0.01%+1413F-HRTimeline
Steward Partners Investment Advisory, L…19$564<0.01%-49013F-HRTimeline
Signature Resources Capital Management,…18$534<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC17$504<0.01%new13F-HRTimeline
Dunhill Financial, LLC11$313<0.01%new13F-HRTimeline
Abound Wealth Management10$297<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.7$208<0.01%13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC6$178<0.01%13F-HRTimeline
Hughes Financial Services, LLC1$30<0.01%-1613F-HRTimeline
Avion Wealth20$00%013F-HRTimelineValue filed as zero, left out of ratios.