Essential Properties Realty Trust Inc

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Essential Properties Realty Trust Inc
TickerEPRT
CIK #0001728951
CUSIP29670E107
SectorReal Estate & Construction - Real Estate Investment Trusts
Address47 Hulfish Street, Suite 210, Princeton, NJ 08542
Source [EDGAR]
CIK Filing 2011 - 2026
[0001728951] 10-K
[0001728951] 10-Q
[0001728951] 3
[0001728951] 4
[0001728951] 8-K
[0001728951] SC 13D
[0001728951] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Vanguard Portfolio Management LLC Essential Properties Realty Trust Inc [2026-04-29] 0.0
Vanguard Capital Management LLC Essential Properties Realty Trust Inc [2026-04-29] 0.0
Cohen & Steers Inc Essential Properties Realty Trust Inc [2026-02-13] 0.0
State Street Corp Essential Properties Realty Trust Inc [2025-05-13] 0.0
State Street Corp Essential Properties Realty Trust Inc [2022-02-11] 5.31
Deutsche Bank AG Essential Properties Realty Trust Inc [2022-02-11] 3.91
PGGM Investments Essential Properties Realty Trust Inc [2021-12-01] 4.93
PGGM Investments Essential Properties Realty Trust Inc [2021-03-18] 5.91
Deutsche Bank AG Essential Properties Realty Trust Inc [2021-02-16] 5.24
BlackRock Inc Essential Properties Realty Trust Inc [2021-01-25] 16.3
Wellington Management Group LLP Essential Properties Realty Trust Inc [2021-01-11] 11.5
PGGM Investments Essential Properties Realty Trust Inc [2020-06-18] 4.64
Principal Real Estate Investors LLC Essential Properties Realty Trust Inc [2020-02-18] 7.56
PGGM Investments Essential Properties Realty Trust Inc [2019-11-14] 5.27
Deutsche Bank AG Essential Properties Realty Trust Inc [2019-02-14] 7.74
Vanguard Group Inc Essential Properties Realty Trust Inc [2019-02-11] 8.1
BlackRock Inc Essential Properties Realty Trust Inc [2019-02-08] 6.8
Brown Advisory Inc Essential Properties Realty Trust Inc [2018-12-07] 5.29
Integrated Core Strategies US LLC Essential Properties Realty Trust Inc [2018-09-21] 3.2
Eldridge Industries LLC Essential Properties Realty Trust Inc [2018-07-05] 44.7
Citadel Advisors LLC Essential Properties Realty Trust Inc [2018-06-27] 8.5
Form 3/4/5 Filer 2011 - 2026
Minich Lawrence J
Essential Properties Realty Trust Inc
Sivanesan Janaki
DeLucca Joyce
Estes Scott A
Smallwood Kristin L
Neary Heather Leed
Sautel Stephen D
Mavoides Peter M
Earnshaw Timothy J
Peil A Joseph
Jenkins Robert M
Salisbury Robert Webb
Patten Mark E
Bossidy Paul T
Seibert Gregg A
Dobkin Anthony K
Hai Hillary P
Donlan Daniel P
Boehly Todd L
Eldridge Industries LLC
EPRT Holdings LLC
Minella Anthony D
Gilbert Todd J
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Mavoides Peter M
Common Stock
2026-03-24 Gift 30,098 $0.00
Peil A Joseph
Common Stock
2026-03-20 Sell 19,657 $32.10 630,990
Salisbury Robert Webb
Common Stock
2026-03-20 Sell 5,851 $31.88 186,530
Salisbury Robert Webb
OP Units · derivative
2026-02-20 Grant 15,848 $0.00
Peil A Joseph
OP Units · derivative
2026-02-20 Grant 12,678 $0.00
Mavoides Peter M
OP Units · derivative
2026-02-20 Grant 63,391 $0.00
Jenkins Robert M
OP Units · derivative
2026-02-20 Grant 12,678 $0.00
Earnshaw Timothy J
OP Units · derivative
2026-02-20 Grant 5,071 $0.00
Jenkins Robert M
Common Stock
2026-02-10 Tax withheld 8,738 $31.91 278,830
Jenkins Robert M
Common Stock
2026-02-10 Grant 34,165 $0.00
Peil A Joseph
Common Stock
2026-02-10 Tax withheld 8,738 $31.91 278,830
Peil A Joseph
Common Stock
2026-02-10 Grant 34,165 $0.00
Earnshaw Timothy J
Common Stock
2026-02-10 Grant 18,449 $0.00
Earnshaw Timothy J
Common Stock
2026-02-10 Tax withheld 3,128 $31.91 99,814
Mavoides Peter M
Common Stock
2026-02-10 Grant 164,936 $0.00
Mavoides Peter M
Common Stock
2026-02-10 Grant 239,180 $0.00
Mavoides Peter M
Common Stock
2026-02-10 Tax withheld 103,353 $31.91 3,297,994
Salisbury Robert Webb
Common Stock
2026-01-20 Tax withheld 3,210 $30.83 98,964
Earnshaw Timothy J
Common Stock
2026-01-20 Tax withheld 4,191 $29.96 125,562
Jenkins Robert M
Common Stock
2026-01-20 Tax withheld 5,152 $30.09 155,024
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 379 212,313,002
2025-12-31 358 205,434,041
2025-09-30 346 201,583,051
2025-06-30 355 199,608,999
2025-03-31 359 196,082,627
2024-12-31 335 183,677,927
2024-09-30 332 179,759,482
2024-06-30 310 180,143,040
2024-03-31 288 189,909,868
2023-12-31 277 167,328,864
2023-09-30 271 159,689,108
2023-06-30 264 146,993,960
Form 13F Holdings
Firm Period DFND Voting Shares
Commonwealth of Pennsylvania Public School Empls Retrmt SYS [2026-06-30] SOLE 212,027 212,027
Alaska Retirement Management Board [2026-06-30] SOLE 201,100 201,100
Louisiana State Employees Retirement System [2026-06-30] SOLE 93,100 93,100
Y-Intercept Hong Kong Ltd [2026-06-30] SOLE 92,183 92,183
Swedbank AB [2026-06-30] DFND 80,700 80,700
QRG Capital Management Inc [2026-06-30] SOLE 74,383 74,383
Pensionfund PDN [2026-06-30] SOLE 0 60,500
Yousif Capital Management LLC [2026-06-30] SOLE 14,025 57,734
Hennion & Walsh Asset Management Inc [2026-06-30] SOLE 34,903 34,903
Burney CO/ [2026-06-30] SOLE 0 33,030
Pensionfund Sabic [2026-06-30] SOLE 0 29,500
Lifestyle Asset Management Inc [2026-06-30] SOLE 0 14,062
Crossmark Global Holdings Inc [2026-06-30] SOLE 11,311 11,311
BCO Wealth Management LLC [2026-06-30] SOLE 0 9,650
Sequoia Financial Advisors LLC [2026-06-30] SOLE 0 9,565
Envestnet Portfolio Solutions Inc [2026-06-30] SOLE 8,748 8,748
Gilman Hill Asset Management LLC [2026-06-30] SOLE 7,250 7,250
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 56 7,057
Gamma Investing LLC [2026-06-30] DFND 4,264 4,264
Spirit of America Management Corp/Ny [2026-06-30] SOLE 0 4,000
Farther Finance Advisors LLC [2026-06-30] SOLE 0 1,883
Versant Capital Management Inc [2026-06-30] SOLE 1,408 1,408
MassMutual Private Wealth & Trust FSB [2026-06-30] SOLE 908 908
Spire Wealth Management [2026-06-30] SOLE 0 510
LRI Investments LLC [2026-06-30] SOLE 362 362
Trust Co of Toledo NA /OH/ [2026-06-30] SOLE 292 292
Harbor Investment Advisory LLC [2026-06-30] SOLE 259 259
Vermillion Wealth Management Inc [2026-06-30] SOLE 0 181
First Horizon Corp [2026-06-30] DFND 0 125
Farmers & Merchants Investments Inc [2026-06-30] SOLE 106 106
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