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, 2025
Ownership Breakdown
346
Institutional Holders
▼ 7 vs Q2
$6.36B
Total Inst. Value
▼ $529.67M vs Q2
216.25M
Shares Outstanding
freeFloat 99.42%
213.56M
13F Shares Held
▼ 2.18M 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 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
BLACKROCK, INC. real estate investment trusts | 37.48M | 18.97% | 18.97% | $1.12T | Nov 12, 2025 | ▲ 949.6K |
VANGUARD GROUP INC real estate investment trusts | 29.64M | 15.01% | 15.01% | $882.20B | Nov 7, 2025 | ▼ 115.2K |
STATE STREET CORP real estate investment trusts | 11.20M | 5.67% | 5.67% | $336.48B | Nov 14, 2025 | ▲ 63.8K |
COHEN & STEERS, INC. real estate investment trusts | 8.80M | 4.45% | 4.45% | $261.77B | Nov 14, 2025 | ▲ 150.9K |
WELLINGTON MANAGEMENT GROUP LLP real estate investment trusts | 7.42M | 3.76% | 3.76% | $220.91B | Nov 14, 2025 | ▼ 650.9K |
INVESCO LTD. real estate investment trusts | 6.24M | 3.16% | 3.16% | $185.66B | Nov 13, 2025 | ▼ 1.10M |
GEODE CAPITAL MANAGEMENT, LLC real estate investment trusts | 5.21M | 2.64% | 2.64% | $155.21B | Nov 12, 2025 | ▲ 59.5K |
MORGAN STANLEY real estate investment trusts | 4.88M | 2.47% | 2.47% | $145.17B | May 27, 2026 | ▲ 175.1K |
FMR LLC real estate investment trusts | 4.25M | 2.15% | 2.15% | $126.36B | Nov 13, 2025 | ▼ 16.9K |
BALYASNY ASSET MANAGEMENT L.P. real estate investment trusts | 3.97M | 2.01% | 2.01% | $118.17B | Nov 14, 2025 | ▲ 2.63M |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
26
Increased
+13.76M shares0
New Positions
first time holders22
Decreased
−12.08M shares0
Sold Out
fully exitedNet shares change (top 50)
+1.68M
+13.76M / −12.08M
Net new holders
+4
0 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 98.8% of total shares outstanding. Company insiders own approximately 0.58%, while retail and public investors account for the remaining 0.66%.
The largest institutional shareholder of Essential Properties Realty Trust, Inc. is BLACKROCK, INC., holding approximately 37.48 million shares — equal to 18.97% of outstanding shares — as of September 30, 2025.
A total of 346 institutional investors currently hold EPRT stock, with a combined institutional value of approximately $6.36 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 98.8% of shares. The largest shareholder is BLACKROCK, INC. with a 18.97% stake. Company insiders hold 0.58%. Data sourced from SEC Form 13F as of September 30, 2025.