Essential Properties Realty Trust Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 39.64 M | $1.18 B | 6.36% | 18.59% |
| COHEN & STEERS, INC. | 08/14/2026 | 38.83 M | $1.16 B | 31.14% | 18.21% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 21.25 M | $634.23 M | 7.09% | 9.96% |
| STATE STREET CORP | 09/22/2026 | 12.08 M | $364.51 M | 5.37% | 5.75% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 9.73 M | $290.45 M | 4.00% | 4.56% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 6.24 M | $186.31 M | 12.09% | 2.93% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/03/2026 | 5.43 M | $166.71 M | 8.68% | 2.55% |
| INVESCO LTD. | 08/14/2026 | 5.35 M | $159.74 M | -5.69% | 2.51% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 5.34 M | $159.26 M | -35.63% | 2.50% |
| DAIWA SECURITIES GROUP INC. | 07/31/2026 | 5.19 M | $154.91 M | -1.77% | 2.43% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 4.82 M | $143.96 M | -7.00% | 2.26% |
| MORGAN STANLEY | 08/13/2026 | 4.54 M | $135.39 M | -0.91% | 2.13% |
| PRUDENTIAL FINANCIAL INC | 08/12/2026 | 4.47 M | $133.55 M | -1.58% | 2.10% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 08/13/2026 | 4.04 M | $120.51 M | 17.65% | 1.89% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 4.02 M | $120.13 M | 8.28% | 1.89% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 4.02 M | $120.13 M | 100.00% | 1.89% |
| FMR LLC | 08/13/2026 | 3.88 M | $115.75 M | -9.85% | 1.82% |
| NORGES BANK | 08/12/2026 | 3.22 M | $96.21 M | 100.00% | 1.51% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 3.17 M | $94.57 M | 2.16% | 1.49% |
| ALYESKA INVESTMENT GROUP, L.P. | 08/14/2026 | 2.98 M | $88.90 M | -14.01% | 1.40% |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 08/14/2026 | 2.84 M | $84.84 M | 29.00% | 1.33% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 2.76 M | $82.52 M | -0.27% | 1.30% |
| NORTHERN TRUST CORP | 08/13/2026 | 2.76 M | $82.26 M | 12.41% | 1.29% |
| NUVEEN, LLC | 08/11/2026 | 2.30 M | $68.59 M | -26.94% | 1.08% |
| JPMORGAN CHASE & CO | 08/12/2026 | 1.91 M | $58.55 M | -5.30% | 0.90% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 1.74 M | $52.06 M | 31.16% | 0.82% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 1.71 M | $51.16 M | 8.48% | 0.80% |
| RUSH ISLAND MANAGEMENT, LP | 08/14/2026 | 1.63 M | $48.66 M | 30.50% | 0.76% |
| SEI INVESTMENTS CO | 08/14/2026 | 1.63 M | $48.55 M | 22.86% | 0.76% |
| TUDOR INVESTMENT CORP ET AL | 08/14/2026 | 1.46 M | $43.67 M | 45.25% | 0.69% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 1.44 M | $42.85 M | 5.98% | 0.67% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 1.32 M | $39.46 M | 1.18% | 0.62% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 1.28 M | $38.34 M | -23.17% | 0.60% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 1.27 M | $34.87 M | 28.43% | 0.59% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 1.26 M | $37.72 M | 14,648.49% | 0.59% |
| CAPITAL WORLD INVESTORS | 08/12/2026 | 1.15 M | $34.31 M | 0.00% | 0.54% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 08/14/2026 | 1.12 M | $33.36 M | -11.75% | 0.52% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/14/2026 | 1.03 M | $30.77 M | 0.95% | 0.48% |
| VICTORY CAPITAL MANAGEMENT INC | 08/07/2026 | 969.87 K | $28.95 M | 0.74% | 0.45% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 949.12 K | $28.82 M | -4.14% | 0.45% |
| LONDON CO OF VIRGINIA | 08/14/2026 | 940.51 K | $28.07 M | -4.35% | 0.44% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 904.93 K | $27.01 M | 398.19% | 0.42% |
| HSBC HOLDINGS PLC | 08/14/2026 | 903.41 K | $27.01 M | -12.08% | 0.42% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 889.72 K | $26.56 M | -37.82% | 0.42% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 08/14/2026 | 830.38 K | $24.79 M | -45.24% | 0.39% |
| BOSTON PARTNERS | 08/04/2026 | 806.75 K | $24.25 M | -8.86% | 0.38% |
| UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 08/06/2026 | 774.01 K | $23.10 M | -11.58% | 0.36% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 08/13/2026 | 742.94 K | $22.18 M | -1.05% | 0.35% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 690.81 K | $20.62 M | -35.70% | 0.32% |
| CITADEL ADVISORS LLC | 09/02/2026 | 684.51 K | $20.43 M | 248.26% | 0.32% |
Essential Properties Realty Trust Inc institutional Ownership - FAQ's
During the previous two years, 498 institutional investors and hedge funds held shares of Essential Properties Realty Trust Inc. The most heavily invested institutionals were:
Pensionfund DSM Netherlands: 68,500
Venture Visionary Partners LLC: 50,000
Pensionfund Sabic: 33,500
GAMMA Investing LLC: 3,183
Versant Capital Management, Inc: 2,824
Farther Finance Advisors, LLC: 2,037
120.07% of Essential Properties Realty Trust Inc stock is owned by institutional investors.
Institutional investors have bought a total of 330.18 M shares in the last 24 months. This purchase volume represents approximately $11.28 B in transactions.