Essential Properties Realty Trust, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/02/2025 | 34.07 M | $1.11 B | 0.81% | 18.08% |
| VANGUARD GROUP INC | 05/09/2025 | 27.97 M | $912.82 M | 3.21% | 14.84% |
| STATE STREET CORP | 05/15/2025 | 10.29 M | $338.79 M | 0.40% | 5.46% |
| COHEN & STEERS, INC. | 05/15/2025 | 8.57 M | $279.62 M | 45.24% | 4.55% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/13/2025 | 8.51 M | $277.80 M | 0.58% | 4.52% |
| INVESCO LTD. | 05/12/2025 | 7.06 M | $230.50 M | 51.81% | 3.75% |
| DEUTSCHE BANK AG\ | 05/09/2025 | 5.31 M | $173.45 M | -6.59% | 2.82% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 05/14/2025 | 4.96 M | $161.98 M | 0.84% | 2.63% |
| MORGAN STANLEY | 05/15/2025 | 4.93 M | $160.81 M | -13.01% | 2.61% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 4.72 M | $154.07 M | 5.97% | 2.50% |
| FMR LLC | 05/12/2025 | 4.42 M | $144.13 M | -0.16% | 2.34% |
| CITADEL ADVISORS LLC | 05/15/2025 | 3.86 M | $125.97 M | 123.65% | 2.05% |
| PRINCIPAL FINANCIAL GROUP INC | 04/28/2025 | 3.04 M | $99.07 M | 2.92% | 1.61% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 3.02 M | $98.49 M | 5.03% | 1.60% |
| ALYESKA INVESTMENT GROUP, L.P. | 05/15/2025 | 2.96 M | $96.61 M | 66.13% | 1.57% |
| PGGM INVESTMENTS | 05/12/2025 | 2.87 M | $93.77 M | 100.00% | 1.52% |
| DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 2.77 M | $90.28 M | 5.82% | 1.47% |
| MACQUARIE GROUP LTD | 05/15/2025 | 2.65 M | $86.49 M | 1.41% | 1.41% |
| PRUDENTIAL FINANCIAL INC | 05/13/2025 | 2.65 M | $86.38 M | -27.02% | 1.40% |
| NORTHERN TRUST CORP | 05/13/2025 | 2.52 M | $82.32 M | -0.16% | 1.34% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 05/13/2025 | 2.22 M | $72.54 M | 8.25% | 1.18% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/02/2025 | 2.04 M | $66.55 M | -20.05% | 1.08% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 05/15/2025 | 1.97 M | $64.39 M | 58.91% | 1.05% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/13/2025 | 1.88 M | $61.42 M | 5.61% | 1.00% |
| 05/12/2025 | 1.82 M | $59.55 M | 100.00% | 0.97% | |
| JPMORGAN CHASE & CO | 05/12/2025 | 1.78 M | $58.13 M | -3.79% | 0.95% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2025 | 1.65 M | $53.93 M | 47.32% | 0.88% |
| BANK OF NEW YORK MELLON CORP | 04/29/2025 | 1.48 M | $48.35 M | -0.37% | 0.79% |
| VICTORY CAPITAL MANAGEMENT INC | 05/02/2025 | 1.42 M | $46.48 M | 2.64% | 0.76% |
| BROWN ADVISORY INC | 04/30/2025 | 1.40 M | $45.78 M | -0.98% | 0.74% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2025 | 1.39 M | $45.50 M | 13.04% | 0.74% |
| GOLDMAN SACHS GROUP INC | 06/27/2025 | 1.39 M | $45.28 M | 16.36% | 0.74% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2025 | 1.25 M | $40.65 M | 28.78% | 0.66% |
| LEGAL & GENERAL GROUP PLC | 05/15/2025 | 1.19 M | $38.89 M | 1.45% | 0.63% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/19/2025 | 1.16 M | $38.01 M | 3.00% | 0.62% |
| 05/06/2025 | 1.14 M | $37.22 M | 100.00% | 0.61% | |
| LONDON CO OF VIRGINIA | 05/15/2025 | 1.10 M | $36.04 M | -0.11% | 0.59% |
| MARSHALL WACE, LLP | 05/15/2025 | 1.09 M | $35.52 M | 25.05% | 0.58% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 1.06 M | $34.64 M | 10.21% | 0.56% |
| THRIVENT FINANCIAL FOR LUTHERANS | 05/13/2025 | 1.05 M | $34.27 M | -27.50% | 0.56% |
| AMERIPRISE FINANCIAL INC | 05/14/2025 | 977.78 K | $31.12 M | 8.67% | 0.52% |
| TUDOR INVESTMENT CORP ET AL | 05/15/2025 | 912.74 K | $29.79 M | 560.35% | 0.48% |
| APG ASSET MANAGEMENT US INC. | 05/14/2025 | 908.20 K | $29.45 M | 0.00% | 0.48% |
| HEITMAN REAL ESTATE SECURITIES LLC | 05/15/2025 | 896.39 K | $29.26 M | -37.97% | 0.48% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/14/2025 | 896.34 K | $29.26 M | 2.56% | 0.48% |
| NEUBERGER BERMAN GROUP LLC | 05/13/2025 | 890.86 K | $29.08 M | 10.08% | 0.47% |
| AMERICAN CENTURY COMPANIES INC | 05/13/2025 | 855.26 K | $27.92 M | -34.59% | 0.45% |
| BROOKFIELD CORP /ON/ | 06/10/2025 | 802.95 K | $26.21 M | 35.72% | 0.43% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 05/15/2025 | 787.69 K | $25.71 M | -2.71% | 0.42% |
| AMUNDI | 05/15/2025 | 756.76 K | $24.07 M | 133.71% | 0.40% |
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Essential Properties Realty Trust, Inc. institutional Ownership - FAQ's
During the previous two years, 376 institutional investors and hedge funds held shares of Essential Properties Realty Trust, Inc.. The most heavily invested institutionals were:
Quent Capital, LLC: 0
TRUIST FINANCIAL CORP: 0
FIRST HAWAIIAN BANK: 0
BlackRock, Inc.: 34.07 M
VANGUARD GROUP INC: 27.97 M
STATE STREET CORP: 10.29 M
111.12% of Essential Properties Realty Trust, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 247.45 M shares in the last 24 months. This purchase volume represents approximately $7.64 B in transactions.