Essential Properties Realty Trust, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 33.79 M | $1.06 B | 0.56% | 19.05% |
VANGUARD GROUP INC | 02/11/2025 | 27.10 M | $847.56 M | -0.19% | 15.45% |
STATE STREET CORP | 02/14/2025 | 10.25 M | $323.53 M | 2.13% | 5.78% |
WELLINGTON MANAGEMENT GROUP LLP | 02/12/2025 | 8.46 M | $264.70 M | -12.97% | 4.83% |
COHEN & STEERS, INC. | 02/13/2025 | 5.90 M | $184.50 M | -14.14% | 3.32% |
DEUTSCHE BANK AG\ | 02/14/2025 | 5.69 M | $177.96 M | -0.75% | 3.24% |
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 02/14/2025 | 4.92 M | $153.95 M | -0.99% | 2.81% |
INVESCO LTD. | 02/13/2025 | 4.65 M | $145.51 M | 33.92% | 2.65% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 4.45 M | $139.32 M | -0.35% | 2.54% |
FMR LLC | 02/13/2025 | 4.42 M | $138.34 M | 6.86% | 2.52% |
PRUDENTIAL FINANCIAL INC | 02/11/2025 | 3.63 M | $113.43 M | -7.73% | 2.07% |
PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 2.95 M | $92.25 M | 18.94% | 1.68% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 2.87 M | $89.87 M | 1.53% | 1.62% |
NORGES BANK | 02/12/2025 | 2.66 M | $83.34 M | 100.00% | 1.52% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 2.61 M | $81.76 M | -0.53% | 1.49% |
MACQUARIE GROUP LTD | 02/14/2025 | 2.61 M | $81.73 M | -15.77% | 1.49% |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 02/12/2025 | 2.55 M | $79.77 M | 1.87% | 1.44% |
BANK OF MONTREAL /CAN/ | 02/13/2025 | 2.10 M | $65.70 M | 237.68% | 1.20% |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 02/12/2025 | 2.05 M | $64.22 M | 0.93% | 1.16% |
JPMORGAN CHASE & CO | 02/12/2025 | 1.85 M | $57.91 M | 16.08% | 1.06% |
RUSSELL INVESTMENTS GROUP, LTD. | 02/13/2025 | 1.78 M | $55.74 M | -5.98% | 1.02% |
ALYESKA INVESTMENT GROUP, L.P. | 02/14/2025 | 1.78 M | $55.73 M | -9.74% | 1.02% |
BANK OF NEW YORK MELLON CORP | 02/04/2025 | 1.49 M | $46.51 M | -15.94% | 0.85% |
THRIVENT FINANCIAL FOR LUTHERANS | 02/10/2025 | 1.45 M | $45.30 M | -15.44% | 0.83% |
HEITMAN REAL ESTATE SECURITIES LLC | 02/14/2025 | 1.45 M | $45.20 M | 26.92% | 0.82% |
BROWN ADVISORY INC | 02/14/2025 | 1.42 M | $44.30 M | -13.12% | 0.81% |
NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 1.40 M | $43.89 M | -7.70% | 0.80% |
VICTORY CAPITAL MANAGEMENT INC | 02/06/2025 | 1.39 M | $43.39 M | -7.93% | 0.79% |
AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 1.31 M | $40.90 M | -3.18% | 0.74% |
FRONTIER CAPITAL MANAGEMENT CO LLC | 02/14/2025 | 1.24 M | $38.83 M | 6.68% | 0.71% |
MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 1.23 M | $38.58 M | -1.99% | 0.70% |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 1.19 M | $37.29 M | 45.38% | 0.68% |
LEGAL & GENERAL GROUP PLC | 02/13/2025 | 1.17 M | $36.73 M | -7.55% | 0.67% |
UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 1.13 M | $35.36 M | 4.05% | 0.64% |
BALYASNY ASSET MANAGEMENT L.P. | 02/14/2025 | 1.12 M | $35.08 M | 100.00% | 0.64% |
LONDON CO OF VIRGINIA | 02/14/2025 | 1.11 M | $34.58 M | -0.35% | 0.62% |
ALLIANCEBERNSTEIN L.P. | 02/12/2025 | 967,088 | $30.25 M | -3.06% | 0.55% |
EXODUSPOINT CAPITAL MANAGEMENT, LP | 02/12/2025 | 956,234 | $29.91 M | 32.14% | 0.54% |
AMERIPRISE FINANCIAL INC | 02/14/2025 | 899,771 | $28.15 M | -7.79% | 0.51% |
APG ASSET MANAGEMENT US INC. | 02/13/2025 | 908,199 | $28.41 M | -2.17% | 0.51% |
PRICE T ROWE ASSOCIATES INC /MD/ | 02/14/2025 | 873,983 | $27.34 M | 6.07% | 0.50% |
MARSHALL WACE, LLP | 02/13/2025 | 870,316 | $27.22 M | 196.02% | 0.49% |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 02/14/2025 | 809,637 | $25.33 M | -10.61% | 0.46% |
NEUBERGER BERMAN GROUP LLC | 02/13/2025 | 809,313 | $25.32 M | -5.19% | 0.46% |
RESOLUTION CAPITAL LTD | 02/14/2025 | 752,605 | $23.54 M | -45.37% | 0.43% |
RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 685,359 | $21.44 M | 100.00% | 0.39% |
HANDELSBANKEN FONDER AB | 02/03/2025 | 674,300 | $21.09 M | 11.73% | 0.38% |
FIL LTD | 02/13/2025 | 673,524 | $21.07 M | 32,343.35% | 0.38% |
HAZELVIEW SECURITIES INC. | 02/14/2025 | 633,145 | $20.05 M | 100.00% | 0.36% |
BROOKFIELD CORP /ON/ | 02/14/2025 | 591,636 | $18.51 M | -21.44% | 0.34% |
Essential Properties Realty Trust, Inc. institutional Ownership - FAQ's
During the previous two years, 392 institutional investors and hedge funds held shares of Essential Properties Realty Trust, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 33.79 M
VANGUARD GROUP INC: 27.1 M
STATE STREET CORP: 10.25 M
WELLINGTON MANAGEMENT GROUP LLP: 8.46 M
COHEN & STEERS, INC.: 5.9 M
DEUTSCHE BANK AG\: 5.69 M
111.99% of Essential Properties Realty Trust, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 237.74 M shares in the last 24 months. This purchase volume represents approximately $7.53 B in transactions.