Funds holding Essential Properties Realty Trust Inc
ISIN US29670E1073 · United States · LEI 2549009LXQLVYCGLZO50
- Fund holders
- 391
- Of which ETFs
- 88 303 other funds
- Value held
- ≈ 3.8B $ 3.8B $ · 24.8M SEK
- Share of capital
- 57.6 % of 220.3M shares on Oct 21, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| AB All Market Real Return Portfolio AB BOND FUND, INC. | 161,870 | 5.1M $ | 0.65 % | 0.07 % | as of Jul 31, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 160,552 | 4.8M $ | 0.05 % | 0.07 % | as of Jun 30, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 160,296 | 4.8M $ | 0.06 % | 0.07 % | as of Jun 30, 2026 ↗ |
| TAX MANAGED SMALL CAP PORTFOLIO Tax-Managed Small-Cap Portfolio | 160,240 | 5M $ | 2.66 % | 0.07 % | as of Jul 31, 2026 ↗ |
| SmallCap S&P 600 Index Fund Principal Funds, Inc | 159,324 | 5M $ | 0.37 % | 0.07 % | as of Jul 31, 2026 ↗ |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 159,231 | 4.9M $ | 0.05 % | 0.07 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 156,764 | 4.8M $ | 0.38 % | 0.07 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS | 156,643 | 4.7M $ | 0.37 % | 0.07 % | as of Jun 30, 2026 ↗ |
| NYLIM CBRE Real Estate Fund NYLIM FUNDS TRUST | 156,321 | 4.9M $ | 2.20 % | 0.07 % | as of Jul 31, 2026 ↗ |
| REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 155,518 | 4.6M $ | 0.39 % | 0.07 % | as of Jun 30, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 153,458 | 4.8M $ | 0.01 % | 0.07 % | as of Jul 31, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 152,535 | 4.6M $ | 0.20 % | 0.07 % | as of Jun 30, 2026 ↗ |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 152,011 | 4.6M $ | 0.25 % | 0.07 % | as of May 31, 2026 ↗ |
| T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 151,878 | 4.5M $ | 0.23 % | 0.07 % | as of Jun 30, 2026 ↗ |
| Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO | 149,297 | 4.7M $ | 0.32 % | 0.07 % | as of Jul 31, 2026 ↗ |
| Boston Partners Small Cap Value Fund II RBB Fund, Inc. | 149,296 | 4.6M $ | 0.56 % | 0.07 % | as of May 31, 2026 ↗ |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 147,515 | 4.4M $ | 0.35 % | 0.07 % | as of Jun 30, 2026 ↗ |
| GLOBAL REAL ESTATE FUND VALIC Co I | 142,209 | 4.3M $ | 1.34 % | 0.06 % | as of May 31, 2026 ↗ |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 142,001 | 4.2M $ | 0.35 % | 0.06 % | as of Jun 30, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 130,830 | 3.9M $ | 0.21 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 130,628 | 4.1M $ | 0.01 % | 0.06 % | as of Jul 31, 2026 ↗ |
| College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 129,381 | 3.9M $ | 0.01 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Small Cap Value Fund Northern Funds | 127,794 | 3.8M $ | 0.55 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 126,118 | 3.9M $ | 0.16 % | 0.06 % | as of Jul 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 124,046 | 3.8M $ | 0.01 % | 0.06 % | as of May 31, 2026 ↗ |
| MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X | 123,226 | 3.8M $ | 1.15 % | 0.06 % | as of May 31, 2026 ↗ |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 122,683 | 3.7M $ | 0.33 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 117,267 | 3.7M $ | 0.01 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Global Real Estate Securities Fund RUSSELL INVESTMENT CO | 117,039 | 3.7M $ | 0.88 % | 0.05 % | as of Jul 31, 2026 ↗ |
| RMB SMID Cap Fund RMB Investors Trust | 116,128 | 3.5M $ | 1.76 % | 0.05 % | as of Jun 30, 2026 ↗ |
| LVIP Wellington SMID Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 115,735 | 3.5M $ | 0.78 % | 0.05 % | as of Jun 30, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 114,557 | 3.4M $ | 0.01 % | 0.05 % | as of Jun 30, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 113,154 | 3.5M $ | 0.06 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 111,368 | 3.3M $ | 0.20 % | 0.05 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 110,952 | 3.3M $ | 0.08 % | 0.05 % | as of Jun 30, 2026 ↗ |
| MFS Blended Research Core Equity Fund MFS SERIES TRUST XI | 109,835 | 3.3M $ | 0.23 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Real Estate Securities Fund John Hancock Funds II | 108,781 | 3.3M $ | 0.99 % | 0.05 % | as of May 31, 2026 ↗ |
| Eaton Vance Small-Cap Fund Eaton Vance Special Investment Trust | 106,904 | 3.2M $ | 2.43 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 105,675 | 3.3M $ | 0.22 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Virtus Duff & Phelps Real Estate Securities Series Virtus Variable Insurance Trust | 103,100 | 3.1M $ | 2.65 % | 0.05 % | as of Jun 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 102,828 | 3.1M $ | 0.01 % | 0.05 % | as of Jun 30, 2026 ↗ |
| MFS Blended Research Value Equity Fund MFS SERIES TRUST X | 101,501 | 3.1M $ | 0.94 % | 0.05 % | as of May 31, 2026 ↗ |
| BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 101,440 | 3.2M $ | 0.38 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Franklin Real Estate Securities Fund Franklin Real Estate Securities Trust | 98,944 | 3.1M $ | 1.27 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Boston Partners Long/Short Research Fund RBB Fund, Inc. | 98,773 | 3M $ | 0.51 % | 0.04 % | as of May 31, 2026 ↗ |
| Avantis Real Estate ETF American Century ETF Trust | 92,826 | 2.8M $ | 0.35 % | 0.04 % | as of May 31, 2026 ↗ |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 92,807 | 2.8M $ | 0.05 % | 0.04 % | as of Jun 30, 2026 ↗ |
| AB Global Real Estate Investment Fund II AB INSTITUTIONAL FUNDS INC | 91,684 | 2.9M $ | 1.51 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Nuveen ESG Small-Cap ETF NuShares ETF Trust | 91,388 | 2.9M $ | 0.22 % | 0.04 % | as of Jul 31, 2026 ↗ |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 91,349 | 2.9M $ | 0.14 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 86,053 | 2.6M $ | 1.12 % | 0.04 % | as of May 31, 2026 ↗ |
| Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 85,600 | 24.8M SEK | 0.09 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Victory Small Cap Stock Fund Victory Portfolios III | 84,992 | 2.7M $ | 0.28 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Small Cap Special Values Fund VALIC Co I | 83,431 | 2.6M $ | 1.47 % | 0.04 % | as of May 31, 2026 ↗ |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 83,299 | 2.5M $ | 0.11 % | 0.04 % | as of May 31, 2026 ↗ |
| JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 80,343 | 2.4M $ | 0.73 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 79,902 | 2.5M $ | 0.10 % | 0.04 % | as of Jul 31, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 79,804 | 2.5M $ | 0.06 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 79,442 | 2.4M $ | 0.18 % | 0.04 % | as of May 31, 2026 ↗ |
| MOA SMALL CAP VALUE FUND MoA Funds Corp | 79,392 | 2.4M $ | 0.57 % | 0.04 % | as of Jun 30, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 79,250 | 2.4M $ | 0.11 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Calvert Small/Mid-Cap Fund Calvert Management Series | 75,091 | 2.2M $ | 1.07 % | 0.03 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF SPDR SERIES TRUST | 74,995 | 2.2M $ | 0.20 % | 0.03 % | as of Jun 30, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 74,628 | 2.2M $ | 0.07 % | 0.03 % | as of Jun 30, 2026 ↗ |
| MML VIP Invesco Small Cap Equity Fund MML Series Investment Fund II | 74,590 | 2.2M $ | 1.51 % | 0.03 % | as of Jun 30, 2026 ↗ |
| VY Columbia Real Estate Portfolio Voya Investors Trust | 73,982 | 2.2M $ | 2.30 % | 0.03 % | as of Jun 30, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 72,747 | 2.2M $ | 0.20 % | 0.03 % | as of Jun 30, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 72,553 | 2.3M $ | 0.06 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 72,283 | 2.2M $ | 0.35 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 72,190 | 2.2M $ | 0.35 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Dunham Real Estate Stock Fund Dunham Funds | 70,613 | 2.2M $ | 2.94 % | 0.03 % | as of Jul 31, 2026 ↗ |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 69,463 | 2.1M $ | 0.30 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Franklin U.S. Low Volatility High Dividend Index ETF Legg Mason ETF Investment Trust | 68,696 | 2.1M $ | 0.34 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 67,919 | 2.1M $ | 0.01 % | 0.03 % | as of Jul 31, 2026 ↗ |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 67,682 | 2M $ | 0.12 % | 0.03 % | as of Jun 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 67,362 | 2M $ | 0.18 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds | 66,522 | 2M $ | 1.14 % | 0.03 % | as of Jun 30, 2026 ↗ |
| SFT Real Estate Securities Fund Securian Funds Trust | 65,609 | 2M $ | 1.57 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Mid Cap Value Fund VALIC Co I | 63,806 | 2M $ | 0.29 % | 0.03 % | as of May 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 62,582 | 1.9M $ | 0.20 % | 0.03 % | as of Jun 30, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 61,414 | 1.8M $ | 0.09 % | 0.03 % | as of Jun 30, 2026 ↗ |
| MFS Global Real Estate Portfolio MFS VARIABLE INSURANCE TRUST III | 60,550 | 1.8M $ | 1.16 % | 0.03 % | as of Jun 30, 2026 ↗ |
| MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS | 58,937 | 1.8M $ | 0.24 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Colterpoint Net Lease Real Estate ETF ETF Series Solutions | 58,691 | 1.8M $ | 3.65 % | 0.03 % | as of May 31, 2026 ↗ |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 56,584 | 1.7M $ | 0.36 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Venerable Real Estate Fund Venerable Variable Insurance Trust | 54,897 | 1.6M $ | 1.86 % | 0.02 % | as of Jun 30, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 52,733 | 1.6M $ | 0.06 % | 0.02 % | as of Jun 30, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 52,681 | 1.6M $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Penn Series Real Estate Securities Fund Penn Series Funds Inc | 51,769 | 1.5M $ | 1.58 % | 0.02 % | as of Jun 30, 2026 ↗ |
| JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 49,853 | 1.6M $ | 0.26 % | 0.02 % | as of Jul 31, 2026 ↗ |
| Small Cap Value Fund VALIC Co I | 49,279 | 1.5M $ | 0.60 % | 0.02 % | as of May 31, 2026 ↗ |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 49,276 | 1.5M $ | 0.06 % | 0.02 % | as of Jul 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 48,216 | 1.4M $ | 0.20 % | 0.02 % | as of Jun 30, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 47,696 | 1.4M $ | 0.05 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Franklin Global Real Estate VIP Fund Franklin Templeton Variable Insurance Products Trust | 46,797 | 1.4M $ | 1.30 % | 0.02 % | as of Jun 30, 2026 ↗ |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 44,440 | 1.4M $ | 0.01 % | 0.02 % | as of May 31, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 43,169 | 1.3M $ | 0.19 % | 0.02 % | as of Jun 30, 2026 ↗ |
| MFS Low Volatility Equity Fund MFS SERIES TRUST I | 41,646 | 1.3M $ | 0.41 % | 0.02 % | as of May 31, 2026 ↗ |
| ETC 6 Meridian Small Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST | 41,618 | 1.3M $ | 1.00 % | 0.02 % | as of May 31, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 41,151 | 1.3M $ | 0.44 % | 0.02 % | as of May 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Cohen & Steers Real Estate Active ETF Cohen & Steers ETF Trust | 4.27 % | as of Jun 30, 2026 ↗ |
| Colterpoint Net Lease Real Estate ETF ETF Series Solutions | 3.65 % | as of May 31, 2026 ↗ |
| PGIM US Real Estate Fund Prudential Investment Portfolios 12 | 3.17 % | as of Jun 30, 2026 ↗ |
| Touchstone Funds Group Trust-Touchstone Small Cap Fund Touchstone Funds Group Trust | 3.08 % | as of Jun 30, 2026 ↗ |
| Dunham Real Estate Stock Fund Dunham Funds | 2.94 % | as of Jul 31, 2026 ↗ |
| Truth Social American Red State REITs ETF Yorkville America Investment Trust | 2.81 % | as of Jun 30, 2026 ↗ |
| Calvert Small Cap Fund Calvert Impact Fund, Inc. | 2.77 % | as of Jun 30, 2026 ↗ |
| Virtus Duff & Phelps Real Estate Securities Fund Virtus Opportunities Trust | 2.68 % | as of Jun 30, 2026 ↗ |
| TAX MANAGED SMALL CAP PORTFOLIO Tax-Managed Small-Cap Portfolio | 2.66 % | as of Jul 31, 2026 ↗ |
| Virtus Duff & Phelps Real Estate Securities Series Virtus Variable Insurance Trust | 2.65 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 390 | -25 | 126,700,376 | +6.2 % |
| 2026Q2 | 415 | +10 | 119,275,731 | +8.7 % |
| 2026Q1 | 405 | -2 | 109,725,969 | +2.0 % |
| 2025Q4 | 407 | -2 | 107,588,884 | -3.1 % |
| 2025Q3 | 409 | -3 | 111,078,952 | +2.9 % |
| 2025Q2 | 412 | +22 | 107,999,778 | +2.9 % |
| 2025Q1 | 390 | -12 | 105,005,080 | -1.8 % |
| 2024Q4 | 402 | +33 | 106,963,084 | +7.9 % |
| 2024Q3 | 369 | +4 | 99,150,633 | +5.9 % |
| 2024Q2 | 365 | +24 | 93,654,768 | +19.6 % |
| 2024Q1 | 341 | -9 | 78,320,467 | -10.7 % |
| 2023Q4 | 350 | 87,733,476 |
Institutional managers
377 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 37,265,819 | 1.1B $ | as of Mar 31, 2026 |
| COHEN & STEERS, INC. | 29,607,357 | 898.9K $ | as of Mar 31, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 19,839,832 | 602.3M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 11,467,567 | 351.6M $ | as of Mar 31, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | 9,356,540 | 284.1M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 8,288,391 | 251.6M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 5,674,114 | 172.3M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 5,567,397 | 169.1M $ | as of Mar 31, 2026 |
| Daiwa Securities Group Inc. | 5,283,108 | 160.4M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 5,185,988 | 157.4M $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4,996,674 | 156.2M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 4,577,402 | 139M $ | as of Mar 31, 2026 |
| PRUDENTIAL FINANCIAL INC | 4,546,120 | 138M $ | as of Mar 31, 2026 |
| FMR LLC | 4,301,184 | 130.6M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,716,634 | 112.8M $ | as of Mar 31, 2026 |
| Alyeska Investment Group, L.P. | 3,463,653 | 105.2M $ | as of Mar 31, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 3,431,442 | 104.2M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 3,145,267 | 95.5M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 3,101,020 | 94.2M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 2,771,898 | 84.2M $ | as of Mar 31, 2026 |
| DEUTSCHE BANK AG\ | 2,593,681 | 78.7M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 2,568,784 | 78M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 2,451,708 | 74.4M $ | as of Mar 31, 2026 |
| PGGM Investments | 2,298,189 | 69.8K $ | as of Mar 31, 2026 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 2,203,346 | 66.9M $ | as of Mar 31, 2026 |
Declared shareholders of Essential Properties Realty Trust Inc
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Cohen & Steers, Inc. and 4 others | 18.01 % | 38,945,164 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding Essential Properties Realty Trust Inc". https://titelia.com/en/stocks/essential-properties-realty-trust-inc-US29670E1073