Funds holding Essential Properties Realty Trust Inc
ISIN US29670E1073 · United States · LEI 2549009LXQLVYCGLZO50
- Fund holders
- 416
- Of which ETFs
- 88 328 other funds
- Value held
- 3.7B $ 24.8M SEK
- Share of capital
- 55.2 % of 216.3M shares on Jul 22, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| ProShares UltraPro Russell2000 ProShares Trust | 12,267 | 416.3K $ | 0.12 % | 0.01 % | as of Feb 28, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 12,216 | 370.9K $ | 0.29 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Clearwater Select Equity Fund Clearwater Investment Trust | 12,200 | 370.4K $ | 0.09 % | 0.01 % | as of Mar 31, 2026 ↗ |
| State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS | 12,184 | 369.9K $ | 0.08 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II | 12,049 | 408.9K $ | 1.73 % | 0.01 % | as of Feb 28, 2026 ↗ |
| AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc | 11,741 | 356.5K $ | 0.13 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust | 11,352 | 344.6K $ | 0.73 % | 0.01 % | as of Mar 31, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 10,780 | 338.8K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 10,609 | 322.1K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust | 10,445 | 328.3K $ | 0.05 % | 0.00 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 10,150 | 308.2K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 10,080 | 306K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 9,309 | 282.6K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust | 9,273 | 291.5K $ | 0.10 % | 0.00 % | as of Apr 30, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 9,245 | 290.6K $ | 0.11 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc | 9,160 | 287.9K $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 8,863 | 269.1K $ | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 8,616 | 292.4K $ | 0.19 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SIMT Multi-Asset Income Fund SEI INSTITUTIONAL MANAGED TRUST | 8,312 | 252.4K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I | 8,262 | 250.8K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 8,242 | 259K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Anydrus Advantage ETF Collaborative Investment Series Trust | 8,044 | 244.2K $ | 0.41 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II | 7,979 | 250.8K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 7,880 | 247.7K $ | 0.13 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 7,790 | 236.5K $ | 0.12 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds | 7,735 | 243.1K $ | 0.05 % | 0.00 % | as of Apr 30, 2026 ↗ |
| JPMorgan Active Small Cap Value ETF J.P. Morgan Exchange-Traded Fund Trust | 7,712 | 234.1K $ | 0.97 % | 0.00 % | as of Mar 31, 2026 ↗ |
| DWS Global Small Cap VIP DEUTSCHE DWS VARIABLE SERIES I | 7,490 | 227.4K $ | 0.32 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 7,464 | 226.6K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc | 7,450 | 234.2K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust | 7,113 | 223.6K $ | 0.28 % | 0.00 % | as of Apr 30, 2026 ↗ |
| WisdomTree Global High Dividend Fund WisdomTree Trust | 6,994 | 212.3K $ | 0.16 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 6,897 | 209.4K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares U.S. Large Cap Premium Income Active ETF BlackRock ETF Trust | 6,722 | 204.1K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| S&P SmallCap Index Fund SHELTON FUNDS | 6,621 | 224.7K $ | 0.42 % | 0.00 % | as of Feb 28, 2026 ↗ |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 6,604 | 200.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 6,477 | 203.6K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 6,381 | 193.7K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| NAA SMALL GROWTH SERIES New Age Alpha Variable Funds Trust | 6,313 | 191.7K $ | 0.79 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Longboard Fund NORTHERN LIGHTS FUND TRUST II | 6,241 | 211.8K $ | 0.20 % | 0.00 % | as of Feb 28, 2026 ↗ |
| THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 6,240 | 189.4K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 6,216 | 195.4K $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Nelson Select ETF Collaborative Investment Series Trust | 6,186 | 187.8K $ | 0.43 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MOA ALL AMERICA FUND MoA Funds Corp | 5,959 | 180.9K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MFS Global Tactical Allocation Portfolio MFS VARIABLE INSURANCE TRUST II | 5,685 | 172.6K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 5,666 | 172K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 5,400 | 163.9K $ | 0.21 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 5,030 | 152.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global Atlantic BlackRock Disciplined Value Portfolio Forethought Variable Insurance Trust | 4,992 | 151.6K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 4,976 | 168.9K $ | 0.06 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 4,946 | 150.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 4,809 | 151.1K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 4,722 | 143.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| First Trust Horizon Managed Volatility Small/Mid ETF First Trust Exchange-Traded Fund III | 4,676 | 147K $ | 0.48 % | 0.00 % | as of Apr 30, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 4,151 | 126K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Calvert Global Small-Cap Equity Fund Calvert Management Series | 4,042 | 122.7K $ | 0.75 % | 0.00 % | as of Mar 31, 2026 ↗ |
| 1290 VT Real Estate Portfolio EQ Advisors Trust | 4,032 | 122.4K $ | 0.31 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND Spirit of America Investment Fund, Inc. | 4,000 | 121.4K $ | 0.18 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust | 3,731 | 113.3K $ | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. | 3,626 | 110.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,568 | 121.1K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 3,514 | 106.7K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 3,277 | 99.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 3,016 | 91.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALLCAP GROWTH ProFunds | 2,804 | 85.1K $ | 0.57 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Horizon Small/Mid Cap Core Equity ETF Horizon Funds | 2,801 | 95.1K $ | 0.17 % | 0.00 % | as of Feb 28, 2026 ↗ |
| BlackRock Advantage Large Cap Value Fund BlackRock Large Cap Series Funds, Inc. | 2,388 | 81K $ | 0.01 % | 0.00 % | as of Feb 27, 2026 ↗ |
| Truth Social American Red State REITs ETF Truth Social Funds | 2,360 | 71.6K $ | 2.83 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 2,334 | 70.9K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST | 2,255 | 68.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 2,241 | 70.4K $ | 0.12 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Schwab Fundamental Global Real Estate Index Fund SCHWAB CAPITAL TRUST | 2,231 | 75.7K $ | 0.10 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Ultra SmallCap600 ProShares Trust | 2,171 | 73.7K $ | 0.30 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 2,045 | 62.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 2,028 | 61.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MFS Global Alternative Strategy Fund MFS Series Trust XV | 1,954 | 61.4K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 1,890 | 57.4K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc | 1,847 | 58.1K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP SMALLCAP VALUE ProFunds | 1,744 | 52.9K $ | 0.27 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P SmallCap 600 ESG ETF SPDR SERIES TRUST | 1,624 | 49.3K $ | 0.69 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 1,437 | 48.8K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| The U.S. Equity Portfolio HC Capital Trust | 1,323 | 40.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund | 1,242 | 42.2K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| iShares Environmentally Aware Real Estate ETF iShares Trust | 1,209 | 38K $ | 0.27 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 1,152 | 35K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Victory Cornerstone Aggressive Fund Victory Portfolios III | 1,141 | 38.7K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 1,096 | 34.4K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 974 | 29.6K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 956 | 30K $ | 0.19 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Real Estate Fund Rydex Variable Trust | 939 | 28.5K $ | 0.83 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust | 923 | 28K $ | 0.38 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 830 | 25.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| U.S. Diversified Real Estate ETF ETF Series Solutions | 809 | 27.5K $ | 0.11 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SMALL-CAP GROWTH PROFUND ProFunds | 761 | 23.9K $ | 0.52 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 725 | 22.8K $ | 0.20 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Amplify Small-Mid Cap Equity ETF Amplify ETF Trust | 668 | 20.3K $ | 1.66 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 665 | 20.2K $ | 0.13 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Columbia Research Enhanced Real Estate ETF Columbia ETF Trust I | 607 | 18.4K $ | 0.60 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 548 | 16.6K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Real Estate Fund Rydex Series Funds | 514 | 15.6K $ | 0.81 % | 0.00 % | as of Mar 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 | |
|---|---|---|
| Colterpoint Net Lease Real Estate ETF ETF Series Solutions | 3.86 % | as of Feb 28, 2026 ↗ |
| PGIM US Real Estate Fund Prudential Investment Portfolios 12 | 3.62 % | as of Mar 31, 2026 ↗ |
| Touchstone Funds Group Trust-Touchstone Small Cap Fund Touchstone Funds Group Trust | 3.55 % | as of Mar 31, 2026 ↗ |
| Baron Real Estate Income Fund BARON SELECT FUNDS | 3.32 % | as of Mar 31, 2026 ↗ |
| Cohen & Steers Real Estate Active ETF Cohen & Steers ETF Trust | 3.30 % | as of Mar 31, 2026 ↗ |
| Dunham Real Estate Stock Fund Dunham Funds | 3.22 % | as of Apr 30, 2026 ↗ |
| Virtus Duff & Phelps Real Estate Securities Series Virtus Variable Insurance Trust | 2.98 % | as of Mar 31, 2026 ↗ |
| Virtus Duff & Phelps Real Estate Securities Fund Virtus Opportunities Trust | 2.97 % | as of Mar 31, 2026 ↗ |
| PGIM Select Real Estate Fund Prudential Investment Portfolios 9 | 2.89 % | as of Apr 30, 2026 ↗ |
| Truth Social American Red State REITs ETF Truth Social Funds | 2.83 % | as of Mar 31, 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 |
|---|---|---|---|---|
| 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 are 3 beneficial ownership filings. 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 | 14.16 % | 29,717,787 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Portfolio Management | 9.48 % | 19,916,245 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.27 % | 11,071,993 | as of Mar 31, 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