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Essential Properties Realty Trust, Inc.

Institutional holders · 13F as of Dec 31, 2025

372 holders

HolderValueShares% of shares
SIGNATUREFD, LLC$121.9K4,1100.00%
SPIRIT OF AMERICA MANAGEMENT CORP/NY$121.4K4,0000.00%
Daiwa Securities Group Inc.$118.6K3,997,5931.85%
Archer Investment Corp$117.5K3,9600.00%
ELEVATION POINT WEALTH PARTNERS, LLC$107.8K3,3790.00%
Pinnacle Wealth Planning Services, Inc.$107.4K3,5970.00%
MCGUIRE CAPITAL ADVISORS INC$99.2K3,3450.00%
Smartleaf Asset Management LLC$94.5K3,1410.00%
GF FUND MANAGEMENT CO. LTD.$84.6K2,8350.00%
PGGM Investments$81.3K2,740,9681.27%
Horizon Investments, LLC$76.4K2,5750.00%
DANSKE BANK A/S$71.2K2,4000.00%
Tower Research Capital LLC (TRC)$62.9K2,1210.00%
Bayforest Capital Ltd$55.9K1,8840.00%
Farther Finance Advisors, LLC$55.9K1,8830.00%
Heritage Wealth Advisors$51.9K1,7500.00%
Salomon & Ludwin, LLC$51.8K1,7260.00%
Parkside Financial Bank & Trust$51.3K1,7300.00%
Caitong International Asset Management Co., Ltd$47.9K1,6140.00%
Clearstead Advisors, LLC$47.2K1,5900.00%
JONES FINANCIAL COMPANIES LLLP$45.3K1,5280.00%
Versant Capital Management, Inc$42.7K1,4400.00%
ASSETMARK, INC$40.7K1,3390.00%
T. Rowe Price Investment Management, Inc.$35.3K1,191,4890.55%
FIRST HORIZON CORP$33.5K1,1310.00%
UMB Bank, n.a.$30.7K1,0350.00%
THRIVENT FINANCIAL FOR LUTHERANS$30.0K1,012,1750.47%
LOS ANGELES CAPITAL MANAGEMENT LLC$29.6K9750.00%
MassMutual Private Wealth & Trust, FSB$27.6K9080.00%
Gillson Capital LP$26.9K906,6940.42%
EverSource Wealth Advisors, LLC$26.7K8990.00%
SageView Advisory Group, LLC$26.1K8810.00%
Asset Dedication, LLC$25.7K8670.00%
FIFTH THIRD BANCORP$25.3K8520.00%
Arax Advisory Partners$22.9K7730.00%
Kemnay Advisory Services Inc.$19.5K6580.00%
Rockefeller Capital Management L.P.$19.0K6390.00%
RICHARDSON FINANCIAL SERVICES INC.$17.3K5840.00%
TD PRIVATE CLIENT WEALTH LLC$16.7K5620.00%
Bell Investment Advisors, Inc$15.8K5280.00%
North Star Investment Management Corporation$15.2K5000.00%
Spire Wealth Management$15.0K5060.00%
Quarry LP$14.3K4810.00%
Wiser Advisor Group LLC$13.8K4660.00%
WHITTIER TRUST CO OF NEVADA INC$13.3K4290.00%
CANADA LIFE ASSURANCE Co$12.5K412,0890.19%
Leonteq Securities AG$10.7K4000.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$10.7K3510.00%
Sound Income Strategies, LLC$10.5K3410.00%
Triumph Capital Management$10.0K3370.00%
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