13FBOX
ESSENTIAL PPTYS RLTY TR INC · 13F Institutional Holdings
Options Calculator Rankings
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ESSENTIAL PPTYS RLTY TR INC

EPRT
Institutions
736
Combined AUM (Q2 2026)
$9.83B
Combined Shares (Q2 2026)
327.2M
Overall Trend
Increase
All institutions combined
Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.
📥 Inflow (Q1 2026→Q2 2026)
+70.0M
379 institutions added · 92 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-27.5M
318 institutions reduced · 71 exits
Est. sell amount
⚖️ Net Share Change
+42.6M
Net Buy
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$9.83B
Institutions
736
New Buys
92
Adds
287
Reduces
247
Exits
71
Unchanged
110
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
0.02%0.02%#372$1.18B39.6M$1.13B37.3M+2.4M+6.36%Add
COHEN & STEERS, INC.
1.83%1.56%#30$1.16B38.8M$898.9M29.6M+9.2M+31.14%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
0.03%#319$634.2M21.2M$00+21.2MNew Buy
STATE STREET CORP
0.01%0.01%#422$393.5M13.0M$372.9M12.2M+865,310+7.12%Add
VANGUARD CAPITAL MANAGEMENT LLC
0.01%#486$290.5M9.7M$00+9.7MNew Buy
MORGAN STANLEY
0.01%0.02%#415$230.5M7.6M$247.8M8.1M-482,422-5.95%Reduce
GEODE CAPITAL MANAGEMENT, LLC
0.01%0.01%#442$186.3M6.2M$169.1M5.6M+673,121+12.09%Add
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
0.05%0.05%#242$166.7M5.4M$156.2M5.0M+433,831+8.68%Add
AMERIPRISE FINANCIAL INC
0.03%0.03%#294$164.4M5.5M$148.5M4.9M+574,789+11.79%Add
Invesco Ltd.
0.01%0.03%#409$159.7M5.4M$172.3M5.7M-322,599-5.69%Reduce
WELLINGTON MANAGEMENT GROUP LLP
0.03%0.05%#323$159.3M5.3M$251.6M8.3M-3.0M-35.63%Reduce
Wealthfront Advisers LLC
0.3%0.36%#107$156.3M5.1M$163.7M5.3M-251,677-4.73%Reduce
Daiwa Securities Group Inc.
0.3%0.46%#106$154.9M5.2M$160.4M5.3M-93,389-1.77%Reduce
TWO SIGMA INVESTMENTS, LP
0.1%0.13%#193$144.0M4.8M$157.4M5.2M-363,042-7.00%Reduce
BANK OF AMERICA CORP /DE/
0.01%0.01%#456$135.7M4.5M$89.7M2.9M+1.5M+52.03%Add
LPL Financial LLC
0.03%0.02%#306$135.4M4.4M$83.0M2.7M+1.7M+62.93%Add
PRUDENTIAL FINANCIAL INC
0.15%0.17%#166$133.6M4.5M$138.0M4.5M-71,925-1.58%Reduce
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.02%0.02%#375$123.0M4.1M$115.9M3.8M+302,789+7.94%Add
DUFF & PHELPS INVESTMENT MANAGEMENT CO
1.14%1.08%#47$120.5M4.0M$104.2M3.4M+605,615+17.65%Add
WELLS FARGO & COMPANY/MN
0.02%0.02%#361$117.1M3.8M$122.6M4.0M-158,293-3.97%Reduce
FMR LLC
0.01%0.01%#511$115.8M3.9M$131.0M4.3M-435,536-10.10%Reduce
ENVESTNET ASSET MANAGEMENT INC
0.03%0.03%#326$110.5M3.6M$95.9M3.1M+480,780+15.43%Add
NORGES BANK
0.01%0.01%#444$96.2M3.2M$76.5M2.3M+880,395+37.58%Add
DIMENSIONAL FUND ADVISORS LP
0.02%0.02%#373$94.6M3.2M$94.2M3.1M+67,002+2.16%Add
Alyeska Investment Group, L.P.
0.23%0.3%#130$88.9M3.0M$105.2M3.5M-485,412-14.01%Reduce
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
1.18%0.99%#44$84.8M2.8M$66.9M2.2M+639,024+29.00%Add
PRINCIPAL FINANCIAL GROUP INC
0.04%0.04%#273$82.5M2.8M$84.2M2.8M-7,619-0.27%Reduce
NORTHERN TRUST CORP
0.01%0.01%#445$82.3M2.8M$74.4M2.5M+304,187+12.41%Add
Bank of New York Mellon Corp
0.01%0.01%#407$77.8M2.6M$75.2M2.5M+124,586+5.06%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#537$72.5M2.4M$71.6M2.3M+33,724+1.45%Add
Nuveen, LLC
0.02%0.03%#376$68.6M2.3M$95.5M3.1M-847,442-26.94%Reduce
NEW YORK LIFE INVESTMENT MANAGEMENT LLC
0.42%0.4%#85$60.7M2.0M$46.7M1.5M+450,225+29.68%Add
RAYMOND JAMES FINANCIAL INC
0.01%0.01%#401$51.3M1.7M$46.8M1.5M+158,457+10.40%Add
RUSH ISLAND MANAGEMENT, LP
3.22%2.54%#16$48.7M1.6M$37.9M1.2M+380,915+30.50%Add
SEI INVESTMENTS CO
0.04%0.04%#265$48.5M1.6M$40.2M1.3M+302,571+22.86%Add
TUDOR INVESTMENT CORP ET AL
0.06%0.06%#236$43.7M1.5M$30.6M1.0M+455,750+45.25%Add
VANGUARD FIDUCIARY TRUST CO
0.01%#447$42.9M1.4M$00+1.4MNew Buy
Curbstone Financial Management Corp
6.86%#4$40.2M1.3M$00+1.3MNew Buy
UBS Group AG
0.01%0.01%#510$39.6M1.3M$54.6M1.8M-481,632-26.93%Reduce
Legal & General Group Plc
0.01%0.01%#459$39.5M1.3M$39.7M1.3M+15,353+1.18%Add
ROYAL BANK OF CANADA
0.01%0.01%#498$38.7M1.3M$35.3M1.1M+121,601+10.61%Add
Russell Investments Group, Ltd.
0.03%0.05%#312$38.3M1.3M$50.8M1.7M-387,340-23.17%Reduce
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.01%<0.01%#474$37.7M1.3M$260,1558,569+1.3M+14,648.49%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#527$37.6M1.2M$7.0M229,580+1.0M+441.28%Add
Cetera Investment Advisers
0.03%0.03%#295$36.1M1.2M$24.2M787,637+383,745+48.72%Add
Facet Wealth, Inc.
0.52%0.63%#79$36.0M1.2M$36.6M1.2M-20,812-1.75%Reduce
Capital World Investors
<0.01%<0.01%#531$34.3M1.1M$34.9M1.1M00.00%Unchanged
FRONTIER CAPITAL MANAGEMENT CO LLC
0.31%0.4%#104$33.4M1.1M$38.5M1.3M-148,867-11.75%Reduce
THRIVENT FINANCIAL FOR LUTHERANS
0.05%0.05%#254$30.8M1.0M$31.0M1.0M+9,695+0.95%Add
Stratos Investment Management, LLC
1.11%1.19%#48$30.6M991,167$29.6M960,740+30,427+3.17%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow