Essential Properties Realty Trust, Inc.

NYSE:EPRT Stock Report

Market Cap: US$6.8b

Essential Properties Realty Trust Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

NYSE:EPRT Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
20 Mar 26SellUS$186,530Robert SalisburyIndividual5,851US$31.88
20 Mar 26SellUS$630,990A. PeilIndividual19,657US$32.10

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of EPRT?
Owner TypeNumber of SharesOwnership Percentage
State or Government79,3380.0309%
Individual Insiders970,5500.379%
Institutions255,336,82299.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 87.15% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
17.2%
BlackRock, Inc.
37,265,819US$1.2b0.29%0.01%
15.4%
Cohen & Steers Capital Management, Inc.
33,398,608US$1.0b14.3%1.53%
9.17%
Vanguard Portfolio Management, LLC
19,839,832US$620.2m0%0.03%
5.3%
State Street Global Advisors, Inc.
11,467,567US$358.5m2.83%0.01%
4.33%
Vanguard Capital Management, LLC
9,356,540US$292.5m0%no data
3.83%
Wellington Management Group LLP
8,288,391US$259.1m5.66%0.04%
2.57%
Geode Capital Management, LLC
5,567,397US$174.1m6.24%0.01%
2.47%
Invesco Ltd.
5,340,972US$167.0m-3.46%0.04%
2.44%
Daiwa Asset Management Co., Ltd.
5,283,108US$165.2m32.2%0.08%
2.4%
Two Sigma Investments, LP
5,185,988US$162.1m161%0.12%
2.31%
Massachusetts Financial Services Company
4,996,674US$156.2m31.4%0.03%
2.1%
PGIM, Inc.
4,546,120US$142.1m19.3%0.13%
1.99%
FMR LLC
4,297,751US$134.4m0.22%0.01%
1.72%
Charles Schwab Investment Management, Inc.
3,716,659US$116.2m7.86%0.01%
1.6%
Alyeska Investment Group, L.P.
3,463,653US$108.3m3.93%0.26%
1.59%
Duff & Phelps Investment Management Co.
3,431,442US$107.3m0.19%0.96%
1.43%
Dimensional Fund Advisors LP
3,101,020US$96.9m6.31%0.01%
1.37%
Eaton Vance Management
2,957,433US$92.5m-5.81%0.02%
1.28%
Principal Global Investors, LLC
2,771,898US$86.7m3.87%0.04%
1.19%
Balyasny Asset Management L.P.
2,568,784US$80.3m-5.01%0.15%
1.13%
Northern Trust Global Investments
2,451,708US$76.6m4.62%0.01%
1.09%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
2,352,746US$73.6m99.5%0.01%
1.07%
Norges Bank Investment Management
2,308,394US$72.2m0%no data
1.06%
PGGM
2,298,189US$71.8m-16.1%0.79%
1.02%
CBRE Investment Management Listed Real Assets LLC
2,203,346US$68.9m44.9%0.75%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/06 06:25
End of Day Share Price 2026/07/02 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Essential Properties Realty Trust, Inc. is covered by 30 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Richard HightowerBarclays
Kai KloseBerenberg
Juan SanabriaBMO Capital Markets Equity Research