Essential Properties Realty Trust Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 37.16 M | $1.10 B | -0.87% | 18.59% |
| VANGUARD GROUP INC | 01/29/2026 | 29.59 M | $877.56 M | -0.19% | 14.80% |
| COHEN & STEERS, INC. | 02/13/2026 | 18.61 M | $552.03 M | 111.60% | 9.49% |
| STATE STREET CORP | 02/13/2026 | 11.15 M | $334.17 M | -0.39% | 5.58% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 7.84 M | $232.67 M | 5.68% | 3.92% |
| INVESCO LTD. | 02/19/2026 | 5.85 M | $173.65 M | -6.16% | 2.93% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 5.24 M | $155.45 M | 0.50% | 2.62% |
| MORGAN STANLEY | 02/13/2026 | 5.12 M | $151.90 M | 4.99% | 2.56% |
| FMR LLC | 02/17/2026 | 4.29 M | $127.29 M | 1.07% | 2.15% |
| DAIWA SECURITIES GROUP INC. | 02/11/2026 | 4.00 M | $118.57 M | 4,681.41% | 2.00% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 01/22/2026 | 3.80 M | $112.81 M | 59.92% | 1.92% |
| PRUDENTIAL FINANCIAL INC | 02/13/2026 | 3.81 M | $113.00 M | 212.93% | 1.91% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 3.64 M | $107.95 M | 12.22% | 1.84% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 01/26/2026 | 3.42 M | $101.58 M | 16.72% | 1.73% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 3.45 M | $102.20 M | 3.87% | 1.72% |
| ALYESKA INVESTMENT GROUP, L.P. | 02/13/2026 | 3.33 M | $98.85 M | 37.77% | 1.67% |
| BARCLAYS PLC | 02/13/2026 | 3.26 M | $96.70 M | 47.39% | 1.63% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 2.92 M | $86.52 M | -0.81% | 1.49% |
| PGGM INVESTMENTS | 02/09/2026 | 2.74 M | $81.30 M | 0.00% | 1.37% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/17/2026 | 2.70 M | $80.21 M | -31.90% | 1.35% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 2.67 M | $79.15 M | -0.90% | 1.35% |
| NORTHERN TRUST CORP | 02/17/2026 | 2.34 M | $69.50 M | -9.42% | 1.17% |
| NORGES BANK | 02/10/2026 | 2.31 M | $68.47 M | 100.00% | 1.15% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 1.99 M | $58.97 M | 182.11% | 0.99% |
| JPMORGAN CHASE & CO | 02/11/2026 | 1.92 M | $56.88 M | -16.26% | 0.97% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 02/17/2026 | 1.73 M | $51.23 M | 100.00% | 0.86% |
| NUVEEN, LLC | 02/12/2026 | 1.58 M | $46.75 M | -14.08% | 0.79% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 1.56 M | $46.39 M | -1.72% | 0.78% |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 02/10/2026 | 1.52 M | $45.09 M | -30.54% | 0.76% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 1.49 M | $44.27 M | 16.81% | 0.75% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 1.45 M | $43.13 M | -23.03% | 0.73% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 1.45 M | $42.86 M | 1,602.12% | 0.72% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 02/17/2026 | 1.44 M | $42.83 M | -13.84% | 0.72% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 1.40 M | $41.44 M | 9.03% | 0.70% |
| HOLOCENE ADVISORS, LP | 02/17/2026 | 1.36 M | $40.41 M | 100.00% | 0.68% |
| SCHONFELD STRATEGIC ADVISORS LLC | 02/17/2026 | 1.26 M | $37.39 M | 12,043.01% | 0.63% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 1.17 M | $34.84 M | -2.89% | 0.60% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 02/19/2026 | 1.19 M | $35.34 M | -38.47% | 0.60% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 1.06 M | $31.51 M | 77.67% | 0.53% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 1.05 M | $31.25 M | 14.74% | 0.53% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 02/17/2026 | 1.03 M | $30.55 M | -0.48% | 0.52% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 1.03 M | $30.47 M | -1.41% | 0.51% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 1.03 M | $28.60 M | -1.26% | 0.51% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/05/2026 | 1.01 M | $30.02 M | -9.99% | 0.51% |
| LONDON CO OF VIRGINIA | 02/17/2026 | 1.01 M | $30.09 M | -4.22% | 0.51% |
| UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 01/28/2026 | 975.36 K | $29.05 M | 14.89% | 0.49% |
| VICTORY CAPITAL MANAGEMENT INC | 02/13/2026 | 981.29 K | $29.10 M | 7.23% | 0.49% |
| BOSTON PARTNERS | 02/13/2026 | 929.66 K | $27.61 M | 100.00% | 0.47% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 913.98 K | $27.11 M | -10.57% | 0.46% |
| GILLSON CAPITAL LP | 02/17/2026 | 906.69 K | $26.89 M | 100.00% | 0.45% |
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Essential Properties Realty Trust Inc institutional Ownership - FAQ's
During the previous two years, 462 institutional investors and hedge funds held shares of Essential Properties Realty Trust Inc. The most heavily invested institutionals were:
Invesco Ltd.: 5.67 M
DUFF & PHELPS INVESTMENT MANAGEMENT CO: 3.43 M
Nuveen, LLC: 3.15 M
DIMENSIONAL FUND ADVISORS LP: 3.1 M
PRINCIPAL FINANCIAL GROUP INC: 2.77 M
DEUTSCHE BANK AG\: 2.59 M
115.74% of Essential Properties Realty Trust Inc stock is owned by institutional investors.
Institutional investors have bought a total of 276.72 M shares in the last 24 months. This purchase volume represents approximately $9.45 B in transactions.