Company Analysis

Essential Properties Realty Trust, Inc. (EPRT)

NYSE: EPRT · Real Estate Investment Trusts · Princeton, NJ · filing with the SEC since 2018
Grade5.8
◀ Past 5.3● Present 5.8▶ Future 6.3

Who owns Essential Properties Realty Trust, Inc.

As filed with the SEC
Holders of 5% or more
5
Cohen & Steers Inc. holds 18% of Common Stock, as its SCHEDULE 13G/A filed Aug 14, 2026 says.
Directors and officers
14
report now, of 21 people on the record since 2018. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 5 named at left.
Holders of 5% or moreshare of the class, as filed
Cohen & Steers Inc.
SCHEDULE 13G/A · filed Aug 14, 2026 · Common Stock · 14.2% in May 15, 2026
18%
Blackrock, Inc.
16.9%
Vanguard Portfolio Management
9.48%
Vanguard Capital Management
5.27%
State Street Corporation
5.2%
Wellington Management Group LLP
SCHEDULE 13G/A · filed Feb 10, 2025 · Common Stock · reported falling below 5%
under 5%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 26, 2026 · Common Stock · reported falling below 5%, from 14.3% in Apr 30, 2025
under 5%
What EPRT reports owning in othersstakes of 5% or more, and other ties

20 subsidiaries in 1 country, from the list filed with the 10-K filed Feb 11, 2026.

Insider tradesForm 4
3sales
0purchases
0sales on a scheduled plan
3people selling
$1.5Msold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Oct 16, 2025 to Oct 16, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
181920212223242526
2026 runs to Oct 16, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window3 of 24 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Jenkins Robert MPresident and COO1$700,00000$0
Peil A JosephExecutive VP and CIO1$600,00000$0
Salisbury Robert WebbExecutive VP, CFO and CSO1$200,00000$0
SI Assistanton EPRT · research, not advice