Essential Properties Realty Trust Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 37.27 M | $1.13 B | 0.29% | 18.64% |
| COHEN & STEERS, INC. | 05/15/2026 | 29.61 M | $898.88 M | 59.08% | 14.81% |
| 05/15/2026 | 19.84 M | $602.34 M | 100.00% | 9.92% | |
| STATE STREET CORP | 05/15/2026 | 11.47 M | $351.64 M | 2.83% | 5.74% |
| 05/15/2026 | 9.36 M | $284.06 M | 100.00% | 4.68% | |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 8.29 M | $251.64 M | 5.66% | 4.15% |
| INVESCO LTD. | 05/12/2026 | 5.67 M | $172.27 M | -3.08% | 2.84% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 5.57 M | $169.06 M | 6.24% | 2.79% |
| DAIWA SECURITIES GROUP INC. | 05/13/2026 | 5.28 M | $160.40 M | 32.16% | 2.64% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 5.19 M | $157.45 M | 160.83% | 2.59% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/14/2026 | 5.00 M | $156.21 M | 31.37% | 2.50% |
| MORGAN STANLEY | 05/15/2026 | 4.58 M | $138.97 M | -10.62% | 2.29% |
| PRUDENTIAL FINANCIAL INC | 05/13/2026 | 4.55 M | $138.02 M | 19.32% | 2.27% |
| FMR LLC | 05/15/2026 | 4.30 M | $130.58 M | 0.23% | 2.15% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 3.72 M | $112.84 M | 7.86% | 1.86% |
| ALYESKA INVESTMENT GROUP, L.P. | 05/15/2026 | 3.46 M | $105.16 M | 3.93% | 1.73% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 04/28/2026 | 3.43 M | $104.18 M | 0.19% | 1.72% |
| NUVEEN, LLC | 04/30/2026 | 3.15 M | $95.49 M | 99.53% | 1.57% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 3.10 M | $94.15 M | 6.32% | 1.55% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 2.77 M | $84.16 M | 3.87% | 1.39% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 2.59 M | $78.74 M | -28.74% | 1.30% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2026 | 2.57 M | $77.99 M | -5.01% | 1.29% |
| NORTHERN TRUST CORP | 05/14/2026 | 2.45 M | $74.43 M | 4.62% | 1.23% |
| PGGM INVESTMENTS | 05/15/2026 | 2.30 M | $69.77 M | -16.15% | 1.15% |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 05/14/2026 | 2.20 M | $66.89 M | 44.94% | 1.10% |
| JPMORGAN CHASE & CO | 05/13/2026 | 2.02 M | $62.02 M | 5.10% | 1.01% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 1.67 M | $50.75 M | 11.99% | 0.84% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 1.58 M | $47.97 M | 1.02% | 0.79% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 05/15/2026 | 1.52 M | $46.04 M | -12.20% | 0.76% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 1.43 M | $43.44 M | -1.58% | 0.72% |
| VANGUARD FIDUCIARY TRUST CO | 05/15/2026 | 1.35 M | $41.12 M | 100.00% | 0.68% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.33 M | $40.37 M | 45.48% | 0.67% |
| SEI INVESTMENTS CO | 05/13/2026 | 1.32 M | $40.19 M | 157.35% | 0.66% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 1.31 M | $39.67 M | -6.49% | 0.65% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 05/15/2026 | 1.27 M | $38.45 M | -12.29% | 0.63% |
| RUSH ISLAND MANAGEMENT, LP | 05/15/2026 | 1.25 M | $37.92 M | 100.00% | 0.62% |
| CAPITAL WORLD INVESTORS | 05/13/2026 | 1.15 M | $34.89 M | 57.61% | 0.58% |
| UBS GROUP AG | 05/05/2026 | 1.10 M | $33.31 M | 169.99% | 0.55% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 1.07 M | $32.62 M | 4.59% | 0.54% |
| HSBC HOLDINGS PLC | 04/30/2026 | 1.03 M | $31.35 M | 23.86% | 0.51% |
| THRIVENT FINANCIAL FOR LUTHERANS | 05/01/2026 | 1.02 M | $31.00 M | 0.88% | 0.51% |
| TUDOR INVESTMENT CORP ET AL | 05/15/2026 | 1.01 M | $30.57 M | 66.45% | 0.50% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 990.14 K | $29.37 M | -6.01% | 0.50% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 986.31 K | $28.74 M | -3.81% | 0.49% |
| LONDON CO OF VIRGINIA | 05/15/2026 | 983.26 K | $29.85 M | -3.08% | 0.49% |
| VICTORY CAPITAL MANAGEMENT INC | 05/15/2026 | 962.79 K | $29.23 M | -1.88% | 0.48% |
| BOSTON PARTNERS | 05/11/2026 | 885.19 K | $26.93 M | -4.78% | 0.44% |
| UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 05/11/2026 | 875.33 K | $26.58 M | -10.26% | 0.44% |
| MARSHALL WACE, LLP | 05/15/2026 | 840.28 K | $25.51 M | 8.48% | 0.42% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 05/13/2026 | 750.83 K | $22.80 M | 9.48% | 0.38% |
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Essential Properties Realty Trust Inc institutional Ownership - FAQ's
During the previous two years, 456 institutional investors and hedge funds held shares of Essential Properties Realty Trust Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 37.27 M
COHEN & STEERS, INC.: 29.61 M
STATE STREET CORP: 11.47 M
WELLINGTON MANAGEMENT GROUP LLP: 8.29 M
Invesco Ltd.: 5.67 M
GEODE CAPITAL MANAGEMENT, LLC: 5.57 M
122.30% of Essential Properties Realty Trust Inc stock is owned by institutional investors.
Institutional investors have bought a total of 291.78 M shares in the last 24 months. This purchase volume represents approximately $9.97 B in transactions.