Security record · archived quarter
EPRT
Essential Properties Realty Trust, Inc. · Real Estate · REIT - Diversified
20Tracked holders
+1Δ holders
114.55MShares held
$3.41BReported value
+2New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +5.3% ·
share flow +2.1% ·
net new positions 0.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 119 | +2 | 163.03M | $4.87B | +9 | −6 |
| Q1 2026 | 119 | +1 | 165.51M | $5.03B | +7 | −7 |
| Q4 2025 | 118 | -2 | 183.13M | $5.43B | +1 | −2 |
| Q3 2025 | 20 | +1 | 114.55M | $3.41B | +2 | −2 |
| Q2 2025 | 17 | 0 | 103.43M | $3.30B | +1 | −1 |
| Q1 2025 | 14 | -1 | 35.06M | $1.15B | — | −1 |
| Q4 2024 | 15 | +1 | 31.45M | $986.82M | +1 | — |
| Q3 2024 | 13 | +1 | 20.68M | $706.31M | +2 | −1 |
| Q2 2024 | 12 | — | 20.95M | $580.42M | — | — |
Who holds it · Q3 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 37.48M | +2.6% | $1.12B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 37.48M | +2.6% | $1.12B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 37.48M | +2.6% | $1.12B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 37.48M | +2.6% | $1.12B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 37.48M | +2.6% | $1.12B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 37.48M | +2.6% | $1.12B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 37.48M | +2.6% | $1.12B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 37.48M | +2.6% | $1.12B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 37.48M | +2.6% | $1.12B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 37.48M | +2.6% | $1.12B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 37.48M | +2.6% | $1.12B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 37.48M | +2.6% | $1.12B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 37.48M | +2.6% | $1.12B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 37.48M | +2.6% | $1.12B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 37.48M | +2.6% | $1.12B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 37.48M | +2.6% | $1.12B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 37.48M | +2.6% | $1.12B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passive) | 29.64M | -0.4% | $882.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | The Vanguard Group ✦ (passive) | 29.64M | -0.4% | $882.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | The Vanguard Group ✦ (passive) | 29.64M | -0.4% | $882.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | The Vanguard Group ✦ (passive) | 29.64M | -0.4% | $882.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | The Vanguard Group ✦ (passive) | 29.64M | -0.4% | $882.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | State Street Global Advisors ✦ (passive) | 11.20M | +0.6% | $336.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Wellington Management ✦ | 7.42M | -8.1% | $220.91M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 25 | Wellington Management ✦ | 7.42M | -8.1% | $220.91M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 26 | Wellington Management ✦ | 7.42M | -8.1% | $220.91M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 27 | Wellington Management ✦ | 7.42M | -8.1% | $220.91M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 28 | Wellington Management ✦ | 7.42M | -8.1% | $220.91M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 29 | Geode Capital Management ✦ (passive) | 5.21M | +1.1% | $155.21M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 30 | Geode Capital Management ✦ (passive) | 5.21M | +1.1% | $155.21M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 4.88M | — | $145.17M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 4.88M | — | $145.17M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 4.88M | — | $145.17M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 4.88M | — | $145.17M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 4.88M | — | $145.17M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 4.88M | — | $145.17M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 4.88M | — | $145.17M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 4.88M | — | $145.17M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 4.88M | — | $145.17M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 4.88M | — | $145.17M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 4.88M | — | $145.17M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 4.88M | — | $145.17M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 4.88M | — | $145.17M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 4.88M | — | $145.17M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 4.88M | — | $145.17M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 4.58M | — | $136.31M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 4.58M | — | $136.31M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 4.58M | — | $136.31M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 4.58M | — | $136.31M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 4.58M | — | $136.31M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 4.58M | — | $136.31M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 4.58M | — | $136.31M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 4.58M | — | $136.31M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 4.58M | — | $136.31M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 4.58M | — | $136.31M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 4.58M | — | $136.31M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 4.58M | — | $136.31M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Fidelity (FMR) ✦ | 4.25M | -0.4% | $126.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Fidelity (FMR) ✦ | 4.25M | -0.4% | $126.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Fidelity (FMR) ✦ | 4.25M | -0.4% | $126.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Fidelity (FMR) ✦ | 4.25M | -0.4% | $126.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Citadel Advisors ✦ | 2.89M | +871.7% | $86.05M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 63 | Goldman Sachs Group ✦ | 1.89M | — | $56.21M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Goldman Sachs Group ✦ | 1.89M | — | $56.21M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Goldman Sachs Group ✦ | 1.89M | — | $56.21M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Goldman Sachs Group ✦ | 1.89M | — | $56.21M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Millennium Management ✦ | 1.09M | -40.5% | $32.49M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 68 | Adage Capital Partners ✦ | 1.03M | New | $30.80M | 0.0% | New | 1 | SEC ↗ |
| 69 | Two Sigma Investments ✦ | 704.79K | -42.8% | $20.97M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 70 | Capital World Investors ✦ | 701.76K | 0.0% | $20.88M | 0.0% | Held | 4 | SEC ↗ |
| 71 | Marshall Wace ✦ | 672.24K | -9.3% | $20.01M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 72 | T. Rowe Price ✦ | 559.91K | +1.7% | $16.66M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 73 | T. Rowe Price ✦ | 559.91K | +1.7% | $16.66M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 74 | Fisher Asset Management ✦ | 174.96K | 0.0% | $5.21M | 0.0% | Held | 6 | SEC ↗ |
| 75 | Renaissance Technologies ✦ | 95.20K | New | $2.83M | 0.0% | New | 1 | SEC ↗ |
| 76 | AQR Capital Management ✦ | 49.98K | +81.4% | $1.49M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 77 | AQR Capital Management ✦ | 49.98K | +81.4% | $1.49M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 78 | AQR Capital Management ✦ | 49.98K | +81.4% | $1.49M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 79 | AQR Capital Management ✦ | 49.98K | +81.4% | $1.49M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 80 | D. E. Shaw & Co. ✦ | 16.62K | -94.6% | $494,522 | 0.0% | ▼ Trim | 5 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Adage Capital Partners | $30.80M | 0.0% |
| Renaissance Technologies | $2.83M | 0.0% |
Exited
| Norges Bank | $84.19M | was 0.0% |
| Point72 Asset Management | $160,343 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 371 holders, 211.48M shares, $5.35B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q3 2025 ·
Methodology ·
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