Essential Properties Realty Trust, Inc.
Essential Properties Realty Trust, Inc. (EPRT) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · EPRT · as of Sep 30, 2024
Ownership Breakdown
333
Institutional Holders
▲ 22 vs Q2
$6.64B
Total Inst. Value
▲ $1.45B vs Q2
216.25M
Shares Outstanding
freeFloat 99.42%
194.55M
13F Shares Held
▲ 7.13M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
EPRT largest shareholders · institutional ownership
Q3 2024 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
BLACKROCK, INC. real estate investment trusts | 33.61M | 19.17% | 19.17% | $1.15T | Nov 13, 2024 | NEW |
VANGUARD GROUP INC real estate investment trusts | 27.15M | 15.48% | 15.48% | $927.12B | Nov 13, 2024 | ▲ 153.0K |
STATE STREET CORP real estate investment trusts | 10.03M | 5.72% | 5.72% | $345.53B | Nov 14, 2024 | ▲ 96.6K |
WELLINGTON MANAGEMENT GROUP LLP real estate investment trusts | 9.72M | 5.55% | 5.55% | $332.04B | Nov 14, 2024 | ▼ 164.6K |
COHEN & STEERS, INC. real estate investment trusts | 6.87M | 3.92% | 3.92% | $234.61B | Nov 14, 2024 | ▲ 6.22M |
MORGAN STANLEY real estate investment trusts | 5.95M | 3.39% | 3.39% | $203.06B | May 14, 2025 | ▼ 329.0K |
DEUTSCHE BANK AG\ real estate investment trusts | 5.73M | 3.27% | 3.27% | $195.76B | Jun 26, 2025 | ▲ 34.5K |
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. real estate investment trusts | 4.97M | 2.83% | 2.83% | $169.75B | Nov 14, 2024 | ▲ 229.2K |
GEODE CAPITAL MANAGEMENT, LLC real estate investment trusts | 4.47M | 2.55% | 2.55% | $152.64B | Nov 12, 2024 | ▲ 118.9K |
FMR LLC real estate investment trusts | 4.14M | 2.36% | 2.36% | $141.34B | Nov 13, 2024 | ▲ 76.5K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2024 vs prior quarter
Q3 2024
30
Increased
+14.09M shares3
New Positions
first time holders17
Decreased
−5.56M shares0
Sold Out
fully exitedNet shares change (top 50)
+8.53M
+14.09M / −5.56M
Net new holders
+16
3 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
EPRT insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
14
Buy transactions
1
Sell transactions
14.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
DeLucca Joyce director | May 13, 2026 | Award | 3,837 | — | — | 3.8K | Form 4 ↗ |
ESTES SCOTT A director | May 13, 2026 | Award | 3,837 | — | — | 3.8K | Form 4 ↗ |
Sautel Stephen D director | May 13, 2026 | Award | 2,938 | — | — | 6.8K | Form 4 ↗ |
Sautel Stephen D director | May 13, 2026 | Award | 3,837 | — | — | 3.8K | Form 4 ↗ |
Sivanesan Janaki director | May 13, 2026 | Award | 3,837 | — | — | 3.8K | Form 4 ↗ |
Smallwood Kristin L director | May 13, 2026 | Award | 3,837 | — | — | 3.8K | Form 4 ↗ |
Neary Heather Leed director | May 13, 2026 | Award | 3,837 | — | — | 30.7K | Form 4 ↗ |
Minich Lawrence J director | May 13, 2026 | Award | 3,837 | — | — | 31.6K | Form 4 ↗ |
Mavoides Peter M. President and CEO | Apr 27, 2026 | Gift | 132,959 | — | — | 133.0K | Form 4 ↗ |
Mavoides Peter M. President and CEO | Apr 27, 2026 | Gift | 132,959 | — | — | 0 | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Essential Properties Realty Trust, Inc. (EPRT) is primarily owned by institutional investors, who hold approximately 90.0% of total shares outstanding. Company insiders own approximately 0.58%, while retail and public investors account for the remaining 9.45%.
The largest institutional shareholder of Essential Properties Realty Trust, Inc. is BLACKROCK, INC., holding approximately 33.61 million shares — equal to 19.17% of outstanding shares — as of September 30, 2024.
A total of 333 institutional investors currently hold EPRT stock, with a combined institutional value of approximately $6.64 billion as of the most recent 13F filing period.
Frequently asked questions
EPRT ownershipEssential Properties Realty Trust, Inc. (EPRT) is primarily owned by institutional investors, who hold approximately 90.0% of shares. The largest shareholder is BLACKROCK, INC. with a 19.17% stake. Company insiders hold 0.58%. Data sourced from SEC Form 13F as of September 30, 2024.