Skip to content
Disclosery

EPRT ESSENTIAL PPTYS RLTY TR INC

Follow

REIT (common), issuer CIK 1728951

369 managers (381 13F filers) reported a position in EPRT shares at 2026-03-31, 244,868,600 shares in all. 51 filers opened a position and 33 filers sold out during the quarter.

Managers
369
13F filers
381
New
51
Added
167
Reduced
106
Sold out
33
Shares held by filers
244,868,600

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
QUADRANT CAPITAL GROUP LLC18,380$558K0.02%+68213F-HR/ATimeline
State of Wyoming17,913$544K0.06%+3,99613F-HRTimeline
Groupe la Francaisein group Groupe la Francaise17,765$539K0.01%-2,09513F-HRTimelineGroup
FJ Capital Management LLC17,665$536K0.06%013F-HRTimeline
Cetera Investment Advisers17,395$528K<0.01%+4,73113F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.16,430$506K0.09%-37,87813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding16,474$500K-6,748Timeline
Empowered Funds, LLC16,415$498K<0.01%new13F-HR/ATimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC16,082$488K<0.01%-45,25413F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …15,877$482K0.01%new13F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…15,825$480K<0.01%013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments15,061$457K0.03%-1,05413F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd14,711$447K0.01%-107,64713F-HRTimeline
EntryPoint Capital, LLC14,304$434K0.13%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC14,223$433K<0.01%+15313F-HRTimelineGroup
Collaborative Fund Advisors, LLC14,230$432K0.27%13F-HRTimeline
CENTERSQUARE INVESTMENT MANAGEMENT LLC14,170$430K<0.01%-2,77413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,907$422K<0.01%-19513F-HRTimeline
Vise Technologies, Inc.13,865$411K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…13,254$402K0.01%+11,13313F-HRTimelineGroup
Lifestyle Asset Management, Inc.13,241$402K0.13%+1,74713F-HRTimeline
Ensign Peak Advisors, Inc13,181$400K<0.01%013F-HR/ATimeline
Severin Investments, LLC12,925$392K0.34%+20413F-HRTimeline
Campbell & CO Investment Adviser LLC12,869$391K0.02%new13F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…12,793$388K<0.01%+3,82913F-HRTimelineGroup
Fieldview Capital Management, LLC12,001$364K0.11%+113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…11,642$353K<0.01%+28113F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC11,398$350K<0.01%+1,68413F-HRTimelineGroup
Pasadena Private Wealth, LLC11,488$349K0.05%-1,29713F-HRTimeline
Brooklyn Investment Group11,429$347K0.01%new13F-HRTimeline
Crossmark Global Holdings, Inc.11,311$343K0.01%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC11,225$340K0.02%-49013F-HRTimeline
Cambridge Investment Research Advisors,…11,206$340K<0.01%-66613F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …11,045$335K<0.01%+1,14613F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC10,803$331K0.01%+1,09413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,820$328K<0.01%-1,10713F-HRTimelineGroup
Sequoia Financial Advisors, LLC10,724$326K<0.01%+1,81113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,709$325K<0.01%new13F-HRTimelineGroup
PURSUE WEALTH PARTNERS LLC10,560$321K0.19%013F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS10,369$315K<0.01%new13F-HRTimelineGroup
Gotham Asset Management, LLC10,265$312K<0.01%new13F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.10,203$310K<0.01%13F-HRTimelineGroup
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…10,080$306K<0.01%new13F-HRTimelineGroup
&PARTNERS10,017$304K<0.01%-4,26613F-HRTimeline
IBEX WEALTH ADVISORS9,815$298K0.03%new13F-HRTimeline
CIBC Asset Management Inc9,747$296K<0.01%013F-HRTimeline
INCEPTIONR LLC9,688$294K0.07%new13F-HRTimeline
BCO Wealth Management LLC9,650$293K0.18%013F-HRTimeline
PROFUND ADVISORS LLC9,588$291K0.01%-4,36913F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.9,476$288K<0.01%+8,70213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Norinchukin Bank, Thein group Norinchukin Bank, The9,298$282K<0.01%+23913F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC8,838$268K0.03%new13F-HRTimeline
CHOREO, LLC8,640$265K<0.01%-21013F-HRTimeline
Polymer Capital Management (US) LLC8,560$260K0.04%-2,96813F-HRTimeline
EP Wealth Advisors, LLC8,209$249K<0.01%-20413F-HRTimeline
Engineers Gate Manager LP8,200$249K<0.01%new13F-HRTimeline
Cetera Trust Company, N.A8,200$249K0.14%-80013F-HRTimeline
MATHER GROUP, LLC.8,199$249K<0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC7,896$241K0.01%new13F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC7,790$237K0.01%013F-HRTimeline
AlphaGrep UK Ltd7,725$235K0.07%new13F-HRTimeline
BLAIR WILLIAM & CO/IL7,640$232K<0.01%new13F-HRTimeline
Orion Porfolio Solutions, LLC7,625$232K<0.01%-50513F-HRTimeline
Private Advisor Group, LLC7,592$230K<0.01%+19413F-HRTimeline
Gilman Hill Asset Management, LLC7,250$220K0.03%+25013F-HRTimeline
Cullen Capital Management, LLC7,120$216K<0.01%013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC6,956$211K0.03%+9413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,880$209K<0.01%new13F-HRTimeline
GeoWealth Management, LLC6,863$208K0.01%new13F-HRTimeline
Abel Hall, LLC6,662$202K0.04%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA6,655$202K<0.01%-11,57613F-HRTimelineGroup
SHELTON CAPITAL MANAGEMENT6,621$201K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,382$194K<0.01%-6,32213F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…6,279$191K<0.01%+5,42713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\6,212$189K<0.01%+1,18813F-HRTimelineGroup
KBC Group NVin group KBC Group NV5,812$176K<0.01%013F-HRTimelineGroup
Advisors Asset Management, Inc.5,455$166K<0.01%+25313F-HRTimeline
GAMMA Investing LLC5,264$160K0.01%+91313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,591$139K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC4,533$138K<0.01%+42313F-HRTimeline
Covestor Ltd4,103$125K0.09%-4,40313F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY4,000$121K0.02%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,371$102K0.01%+1613F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC3,345$102K0.06%013F-HRTimeline
Horizon Investments, LLC3,183$96.6K<0.01%+60813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,101$94.2K<0.01%+1,57313F-HRTimelineGroup
GF FUND MANAGEMENT CO. LTD.2,996$91K<0.01%-28713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,499$75.9K<0.01%+1,86013F-HRTimelineGroup
Salomon & Ludwin, LLC2,315$71.4K0.01%+94613F-HRTimeline
Parkside Financial Bank & Trust2,262$68.7K0.01%+53213F-HRTimeline
Farther Finance Advisors, LLC2,127$65.1K<0.01%+24413F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …2,136$65K<0.01%-93413F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,903$57.8K<0.01%+18513F-HRTimelineGroup
Heritage Wealth Advisors1,750$53.1K<0.01%013F-HRTimeline
Kemnay Advisory Services Inc.1,645$49.9K0.01%+98713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,612$48.9K<0.01%+71313F-HR/ATimelineGroup
Versant Capital Management, Inc1,429$43.4K<0.01%-1113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,339$40.7K<0.01%+43313F-HRTimelineGroup
Smartleaf Asset Management LLC1,319$40.6K<0.01%-1,82213F-HRTimeline
UMB Bank, n.a.1,089$33.1K<0.01%+5413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BESSEMER GROUP INCin group BESSEMER GROUP INC1,091$33K<0.01%+20813F-HRTimelineGroup
Smithfield Trust Co1,032$31K<0.01%new13F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC975$29.6K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB908$27.6K<0.01%+4913F-HRTimeline
FIRST HORIZON CORP873$26.5K<0.01%-25813F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.804$24K<0.01%+43413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC673$20.4K<0.01%+11113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC644$19.6K<0.01%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.577$17.5K0.01%-713F-HRTimeline
Bell Investment Advisors, Inc512$15.5K<0.01%-6013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management510$15.5K<0.01%+413F-HRTimelineGroup
PlanVest Financial, Inc510$15.5K0.01%13F-HRTimeline
Innovative Asset Advisors Group, LLC500$15.3K0.01%13F-HRTimeline
North Star Investment Management Corp.500$15.2K<0.01%013F-HRTimeline
Wiser Advisor Group LLC471$14.3K0.02%+513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC429$13.3K<0.01%-8713F-HRTimeline
Keating Financial Advisory Services, In…367$11.1K<0.01%+10613F-HRTimeline
LRI Investments, LLC362$11K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…351$10.7K<0.01%+713F-HRTimelineGroup
Sound Income Strategies, LLC341$10.4K<0.01%013F-HRTimeline
Parallel Advisors, LLC336$10.2K<0.01%+8613F-HR/ATimeline
Advisory Services Network, LLC271$8.23K<0.01%new13F-HRTimeline
Larson Financial Group LLC261$7.92K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC259$7.86K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC254$7.71K<0.01%013F-HRTimeline
Triumph Capital Management237$7.28K<0.01%-10013F-HRTimeline
ROTHSCHILD INVESTMENT LLC200$6.07K<0.01%+5813F-HRTimeline
Quarry LP190$5.77K<0.01%-29113F-HRTimeline
Vermillion Wealth Management, Inc.181$5.5K<0.01%013F-HRTimeline
Key Financial Inc152$4.62K<0.01%013F-HRTimeline
High Note Wealth, LLC151$4.58K<0.01%013F-HRTimeline
Kilter Group LLC141$4.28K<0.01%+113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO140$4.25K<0.01%-813F-HRTimelineGroup
Sunbelt Securities, Inc.135$4.1K<0.01%013F-HRTimeline
MAI Capital Management125$3.79K<0.01%+8213F-HRTimeline
Cornerstone Planning Group LLC121$3.74K<0.01%+4813F-HRTimeline
MANNING & NAPIER ADVISORS LLC119$3.66K<0.01%+6013F-HRTimeline
Rossby Financial, LCC118$3.61K<0.01%+8813F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…106$3.22K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.102$3.1K<0.01%+4413F-HRTimeline
SIMPLEX TRADING, LLC101$3.07K<0.01%new13F-HRTimeline
DANSKE BANK A/S100$3.04K<0.01%-2,30013F-HRTimeline
HARBOUR INVESTMENTS, INC.81$2.46K<0.01%new13F-HRTimeline
WEBSTER BANK, N. A.75$2.28K<0.01%013F-HRTimeline
Root Financial Partners, LLC73$2.22K<0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC70$2.15K<0.01%-17313F-HRTimeline
Ares Financial Consulting, LLC68$2.08K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…66$2K<0.01%new13F-HRTimeline
JPL Wealth Management, LLC54$1.64K<0.01%new13F-HR/ATimeline
LANARK FINANCIAL, INC.49$1.49K<0.01%-213F-HRTimeline
Sunrise Financial Services, LLC48$1.46K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT40$1.22K<0.01%new13F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT35$1.06K<0.01%-40,38513F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC34$1.03K<0.01%+2813F-HRTimeline
PRIVATE TRUST CO NA34$1.03K<0.01%+413F-HRTimeline
Essential Partners LLC32$972<0.01%013F-HRTimeline
Ankerstar Wealth, LLC25$767<0.01%-613F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.24$729<0.01%new13F-HRTimeline
Silicon Valley Capital Partners19$577<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…19$577<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC19$577<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC17$517<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC17$516<0.01%013F-HRTimeline
Dunhill Financial, LLC10$320<0.01%-113F-HRTimeline
Abound Wealth Management10$304<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC7$215<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.4$121<0.01%-313F-HRTimeline
Hughes Financial Services, LLC2$61<0.01%+113F-HRTimeline
Avion Wealth20$00%013F-HRTimelineValue filed as zero, left out of ratios.