EPRT: Essential Properties Realty Trust, Inc. insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Activist and 5% holders
| Filed | What | Holder | Stake | Change | Filing |
|---|---|---|---|---|---|
| 2026-08-14 | 13G amendment | Cohen & Steers, Inc. | 18.01% | SEC |
Institutional ownership (Q2 2026)
380 institutions reported holding $6.25B of Essential Properties Realty Trust, Inc. on Form 13F (381 the quarter before). 44 opened a new position and 44 sold out. Shares held by institutions: +3%.
| Largest holders | Shares | Value |
|---|---|---|
| BlackRock, Inc. | 39,636,617 | $1.18B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 21,247,170 | $634.23M |
| STATE STREET CORP | 12,083,687 | $364.51M |
| VANGUARD CAPITAL MANAGEMENT LLC | 9,730,422 | $290.45M |
| GEODE CAPITAL MANAGEMENT, LLC | 6,240,518 | $186.31M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 5,430,505 | $166.71M |
| Invesco Ltd. | 5,351,515 | $159.74M |
| WELLINGTON MANAGEMENT GROUP LLP | 5,335,415 | $159.26M |
| Daiwa Securities Group Inc. | 5,189,719 | $154.91M |
| TWO SIGMA INVESTMENTS, LP | 4,822,946 | $143.96M |
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