Essential Properties Realty Trust, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 37.48 M | $1.12 B | 2.60% | 18.97% |
| VANGUARD GROUP INC | 11/07/2025 | 29.64 M | $882.20 M | -0.39% | 15.01% |
| STATE STREET CORP | 11/14/2025 | 11.20 M | $336.48 M | 0.57% | 5.67% |
| COHEN & STEERS, INC. | 11/14/2025 | 8.80 M | $261.77 M | 1.75% | 4.45% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 7.42 M | $220.91 M | -8.06% | 3.76% |
| INVESCO LTD. | 11/13/2025 | 6.24 M | $185.66 M | -14.99% | 3.16% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 5.21 M | $155.21 M | 1.15% | 2.64% |
| MORGAN STANLEY | 11/14/2025 | 4.88 M | $145.17 M | 3.72% | 2.47% |
| FMR LLC | 11/13/2025 | 4.25 M | $126.36 M | -0.40% | 2.15% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2025 | 3.97 M | $118.17 M | 195.38% | 2.01% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 3.32 M | $98.73 M | 1.00% | 1.68% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 3.24 M | $96.51 M | -42.66% | 1.64% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 2.94 M | $87.51 M | 3.46% | 1.49% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 11/13/2025 | 2.93 M | $87.32 M | 22.67% | 1.49% |
| CITADEL ADVISORS LLC | 11/14/2025 | 2.89 M | $86.05 M | 871.71% | 1.46% |
| PGGM INVESTMENTS | 10/28/2025 | 2.74 M | $81.57 M | 0.00% | 1.39% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 2.69 M | $80.14 M | -9.07% | 1.36% |
| NORTHERN TRUST CORP | 11/14/2025 | 2.59 M | $76.99 M | -1.60% | 1.31% |
| ALYESKA INVESTMENT GROUP, L.P. | 11/17/2025 | 2.42 M | $71.99 M | -29.08% | 1.22% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 10/29/2025 | 2.38 M | $70.78 M | 5.11% | 1.20% |
| JPMORGAN CHASE & CO | 11/26/2025 | 2.29 M | $68.16 M | 39.78% | 1.16% |
| BARCLAYS PLC | 11/12/2025 | 2.21 M | $65.83 M | 168.51% | 1.12% |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 11/13/2025 | 2.19 M | $65.13 M | 84.62% | 1.11% |
| MACQUARIE GROUP LTD | 11/13/2025 | 2.05 M | $60.91 M | -7.95% | 1.04% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2025 | 1.94 M | $57.63 M | -52.25% | 0.98% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 1.89 M | $56.21 M | 5.84% | 0.96% |
| NUVEEN, LLC | 11/12/2025 | 1.83 M | $54.60 M | 2.08% | 0.93% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 11/14/2025 | 1.68 M | $49.88 M | -24.33% | 0.85% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 1.59 M | $47.36 M | -4.23% | 0.81% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 1.28 M | $38.13 M | -8.98% | 0.65% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 1.28 M | $38.03 M | -31.65% | 0.65% |
| PRUDENTIAL FINANCIAL INC | 11/13/2025 | 1.22 M | $36.23 M | -39.43% | 0.62% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11/14/2025 | 1.21 M | $36.00 M | 467.16% | 0.61% |
| TUDOR INVESTMENT CORP ET AL | 11/14/2025 | 1.19 M | $35.33 M | 2.18% | 0.60% |
| THRIVENT FINANCIAL FOR LUTHERANS | 11/04/2025 | 1.12 M | $33.47 M | -7.49% | 0.57% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 1.09 M | $32.49 M | -40.55% | 0.55% |
| LONDON CO OF VIRGINIA | 11/14/2025 | 1.06 M | $31.52 M | -3.77% | 0.54% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 1.04 M | $31.01 M | 43.89% | 0.53% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 1.04 M | $29.13 M | 4.98% | 0.53% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 11/14/2025 | 1.04 M | $30.80 M | 100.00% | 0.52% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 1.02 M | $30.42 M | -27.96% | 0.52% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 918.16 K | $27.32 M | -22.07% | 0.46% |
| VICTORY CAPITAL MANAGEMENT INC | 11/12/2025 | 915.08 K | $27.23 M | -22.26% | 0.46% |
| APG ASSET MANAGEMENT US INC. | 11/12/2025 | 881.08 K | $26.37 M | 0.00% | 0.45% |
| HSBC HOLDINGS PLC | 11/13/2025 | 876.85 K | $26.06 M | 53.37% | 0.44% |
| NEUBERGER BERMAN GROUP LLC | 11/12/2025 | 853.59 K | $25.40 M | 12.47% | 0.43% |
| AMUNDI | 11/14/2025 | 853.37 K | $24.95 M | 3.03% | 0.43% |
| UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 10/30/2025 | 848.98 K | $25.27 M | -23.79% | 0.43% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/06/2025 | 772.83 K | $23.00 M | 14.77% | 0.39% |
| HANDELSBANKEN FONDER AB | 11/12/2025 | 768.10 K | $22.86 M | 38.57% | 0.39% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Essential Properties Realty Trust, Inc. institutional Ownership - FAQ's
During the previous two years, 443 institutional investors and hedge funds held shares of Essential Properties Realty Trust, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 37.48 M
VANGUARD GROUP INC: 29.64 M
STATE STREET CORP: 11.2 M
COHEN & STEERS, INC.: 8.8 M
WELLINGTON MANAGEMENT GROUP LLP: 7.42 M
Invesco Ltd.: 6.24 M
108.04% of Essential Properties Realty Trust, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 258.92 M shares in the last 24 months. This purchase volume represents approximately $7.74 B in transactions.