Public record / Tickers / EPRT

EPRT — ESSENTIAL PROPERTIES REALTY TRUST, INC.†

Both disclosure regimes on one name: who in Congress filed about EPRT, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
1
all PTR rows naming EPRT
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-13
filed 2023-08-13
13F holders
306
top-306 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $15.0K–$50.0K

SELL · traded 2023-07-12 → filed 2023-08-13. Ranked over every EPRT row by the provable lower bound, never a point estimate.

No member disclosed EPRT in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated EPRT rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING EPRT · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning EPRT
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-08-13Daniel S. Goldman D–NY-10SELLTraded 07-12 +32d$15K–$50K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 1 ↗

Members active in EPRT

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed EPRT in the trailing 12 months.

Congress ↔ notable managers · EPRT

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
1 Caxton Associates $2.3M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · ESSENTIAL PPTYS RLTY TR INC

Merged timeline of congressional filings and notable-manager moves on EPRT
DateWhoChangeSize
2026-05-15Tudor Investment Corp 13FADD+402,029 sh
2026-05-15Gotham Asset Management 13FNEW+10,265 sh
2026-05-14Caxton Associates 13FTRIM−91,289 sh

3 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of EPRT for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$1.1B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$602M1
3STATE STREET CORP$352M1
4VANGUARD CAPITAL MANAGEMENT LLC$284M1
5WELLINGTON MANAGEMENT GROUP LLP$252M1
6Invesco Ltd.$172M1
7Daiwa Securities Group Inc.$160M1
8TWO SIGMA INVESTMENTS, LP$157M1
9MASSACHUSETTS FINANCIAL SERVICES CO /MA/$156M1
10MORGAN STANLEY$139M1
11PRUDENTIAL FINANCIAL INC$138M1
12FMR LLC$131M1
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC$113M1
14Alyeska Investment Group, L.P.$105M1
15DUFF & PHELPS INVESTMENT MANAGEMENT CO$104M1
16Nuveen, LLC$95.5M1
17DIMENSIONAL FUND ADVISORS LP$94.2M1
18PRINCIPAL FINANCIAL GROUP INC$84.2M1
19DEUTSCHE BANK AG\$78.7M1
20BALYASNY ASSET MANAGEMENT L.P.$78.0M1
21NORTHERN TRUST CORP$74.4M1
22NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$46.0M1
23VANGUARD FIDUCIARY TRUST CO$41.1M1
24BANK OF AMERICA CORP /DE/$40.4M1
25SEI INVESTMENTS CO$40.2M1
26Legal & General Group Plc$39.7M1
27FRONTIER CAPITAL MANAGEMENT CO LLC$38.5M1
28RUSH ISLAND MANAGEMENT, LP$37.9M1
29Capital World Investors$34.9M1
30UBS Group AG$33.3M1
31AMERICAN CENTURY COMPANIES INC$32.6M1
32HSBC HOLDINGS PLC$31.3M1
33TUDOR INVESTMENT CORP ET AL$30.6M1
34LONDON CO OF VIRGINIA$29.9M1
35ALLIANCEBERNSTEIN L.P.$29.4M1
36VICTORY CAPITAL MANAGEMENT INC$29.2M1
37SCHRODER INVESTMENT MANAGEMENT GROUP$27.2M1
38Boston Partners$26.9M1
39Universal- Beteiligungs- und Servicegesellschaft mbH$26.6M1
40PUBLIC SECTOR PENSION INVESTMENT BOARD$22.8M1
41Amundi$22.4M1
42Freestone Grove Partners LP$20.3M1
43RHUMBLINE ADVISERS$17.7M1
44Hazelview Securities Inc.$16.8M1
45APG Asset Management US Inc.$16.2M1
46FEDERATED HERMES, INC.$14.8M1
47SummitTX Capital, L.P.$13.5M1
48VOLORIDGE INVESTMENT MANAGEMENT, LLC$13.3M1
49BAMCO INC /NY/$13.2M1
50RAYMOND JAMES FINANCIAL INC$12.4M1
51ADAGE CAPITAL PARTNERS GP, L.L.C.$12.1M1
52Swiss National Bank$11.9M1
53WELLS FARGO & COMPANY/MN$11.8M1
54STATE OF WISCONSIN INVESTMENT BOARD$11.4M1
55Asset Management One Co., Ltd.$11.3M1
56Susquehanna Portfolio Strategies, LLC$10.8M1
57CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$10.7M1
58Burkehill Global Management, LP$10.6M1
59Aptus Capital Advisors, LLC$10.2M1
60NOMURA ASSET MANAGEMENT CO LTD$10.1M1
61JANE STREET GROUP, LLC$10.0M1
62Lighthouse Investment Partners, LLC$9.4M1
63Qube Research & Technologies Ltd$9.1M1
64FRANKLIN RESOURCES INC$8.8M1
65CITIGROUP INC$8.8M1
66B&I Capital AG$8.5M1
67Verition Fund Management LLC$7.7M1
68SEVEN GRAND MANAGERS, LLC$7.6M1
69ENVESTNET ASSET MANAGEMENT INC$7.0M1
70Clark Capital Management Group, Inc.$6.7M1
71BlueCrest Capital Management Ltd$6.1M1
72CITADEL ADVISORS LLC$6.0M1
73Edgestream Partners, L.P.$5.9M1
74FIL Ltd$5.6M1
75MILLENNIUM MANAGEMENT LLC$5.5M1
76Vanguard Investments Australia, Ltd.$5.5M1
77STIFEL FINANCIAL CORP$5.3M1
78VANGUARD ASSET MANAGEMENT, Ltd$5.3M1
79Graham Capital Management, L.P.$5.2M1
80Mitsubishi UFJ Asset Management Co., Ltd.$5.2M1
81Zurcher Kantonalbank (Zurich Cantonalbank)$5.1M1
82Allianz Asset Management GmbH$4.9M1
83LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$4.7M1
84Bayhunt Capital LLC$4.5M1
85GSI Capital Advisors LLC$4.5M1
86COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.3M1
87Squarepoint Ops LLC$4.1M1
88EXCHANGE TRADED CONCEPTS, LLC$3.8M1
89Curi Capital, LLC$3.5M1
90MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.4M1
91Illinois Municipal Retirement Fund$3.1M1
92MACQUARIE GROUP LTD$3.1M1
93MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.9M1
94Resona Asset Management Co.,Ltd.$2.9M1
95Aurora Investment Counsel$2.8M1
96MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.8M1
97Janus Henderson Group Ltd.$2.6M1
98Vanguard Global Advisers, LLC$2.6M1
99Aberdeen Group plc$2.4M1
100CAXTON ASSOCIATES LLP$2.3M1
101QRG CAPITAL MANAGEMENT, INC.$2.2M1
102SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.2M1
103FIRST TRUST ADVISORS LP$2.1M1
104State of New Jersey Common Pension Fund D$2.1M1
105Truvestments Capital LLC$2.0M1
106AQR CAPITAL MANAGEMENT LLC$1.9M1
107Metis Global Partners, LLC$1.7M1
108ROYAL BANK OF CANADA$1.7M1
109Arizona State Retirement System$1.7M1
110INTECH INVESTMENT MANAGEMENT LLC$1.6M1
111Sumitomo Mitsui DS Asset Management Company, Ltd$1.6M1
112Venture Visionary Partners LLC$1.5M1
113CREDIT AGRICOLE S A$1.5M1
114OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.5M1
115M&T BANK CORP$1.4M1
116Brevan Howard Capital Management LP$1.4M1
117STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.4M1
118New Age Alpha Advisors, LLC$1.3M1
119NFJ INVESTMENT GROUP, LLC$1.3M1
120Creative Planning$1.3M1
121VOYA INVESTMENT MANAGEMENT LLC$1.3M1
122UniSuper Management Pty Ltd$1.3M1
123BRIDGEWAY CAPITAL MANAGEMENT, LLC$1.2M1
124LPL Financial LLC$1.2M1
125BURNEY CO/$1.1M1
126Hennion & Walsh Asset Management, Inc.$1.1M1
127Vanderbilt University$1.1M1
128Moran Wealth Management, LLC$1.1M1
129BANK OF MONTREAL /CAN/$1.0M1
130MML INVESTORS SERVICES, LLC$1.0M1
131Vanguard Personalized Indexing Management, LLC$990K1
132Pictet Asset Management Holding SA$985K1
133NISSAY ASSET MANAGEMENT CORP /JAPAN$983K1
134IFM Investors Pty Ltd$979K1
135ProShare Advisors LLC$943K1
136Maryland State Retirement & Pension System$929K1
137Eurizon Capital SGR S.p.A.$876K1
138Bridgefront Capital, LLC$871K1
139MIZUHO MARKETS AMERICAS LLC$847K1
140TEACHER RETIREMENT SYSTEM OF TEXAS$807K1
141Quadrature Capital Ltd$807K1
142Perennial Investment Advisors, LLC$789K1
143MERCER GLOBAL ADVISORS INC /ADV$786K1
144Federation des caisses Desjardins du Quebec$721K1
145Selective Wealth Management, Inc.$676K1
146Allspring Global Investments Holdings, LLC$669K1
147Cambria Investment Management, L.P.$621K1
148HighTower Advisors, LLC$605K1
149Quantinno Capital Management LP$600K1
150Allworth Financial LP$594K1
151BOOTHBAY FUND MANAGEMENT, LLC$573K1
152XPONANCE LLC$573K1
153QUADRANT CAPITAL GROUP LLC$558K1
154State of Wyoming$544K1
155Groupe la Francaise$539K1
156Cetera Investment Advisers$528K1
157FOX RUN MANAGEMENT, L.L.C.$506K1
158Ameritas Investment Partners, Inc.$500K1
159Empowered Funds, LLC$498K1
160BROWN ADVISORY INC$488K1
161OPPENHEIMER ASSET MANAGEMENT INC.$482K1
162Y-Intercept (Hong Kong) Ltd$447K1
163EntryPoint Capital, LLC$434K1
164Pathstone Holdings, LLC$433K1
165COMMONWEALTH EQUITY SERVICES, LLC$422K1
166Vise Technologies, Inc.$411K1
167Tower Research Capital LLC (TRC)$402K1
168Lifestyle Asset Management, Inc.$402K1
169Ensign Peak Advisors, Inc$400K1
170Severin Investments, LLC$392K1
171Swiss Life Asset Management Ltd$388K1
172Fieldview Capital Management, LLC$364K1
173Mirae Asset Global Investments Co., Ltd.$364K1
174Lido Advisors, LLC$350K1
175Pasadena Private Wealth, LLC$349K1
176Crossmark Global Holdings, Inc.$343K1
177BNP Paribas Asset Management Holding S.A.$335K1
178EVERGREEN CAPITAL MANAGEMENT LLC$331K1
179Kestra Advisory Services, LLC$328K1
180Sequoia Financial Advisors, LLC$326K1
181Cerity Partners LLC$325K1
182PURSUE WEALTH PARTNERS LLC$321K1
183Gotham Asset Management, LLC$312K1
184CIBC Bancorp USA Inc.$310K1
185Hudson Bay Capital Management LP$306K1
186&PARTNERS$304K1
187CIBC Asset Management Inc$296K1
188INCEPTIONR LLC$294K1
189BCO Wealth Management LLC$293K1
190PROFUND ADVISORS LLC$291K1
191Norinchukin Bank, The$282K1
192TWO SIGMA SECURITIES, LLC$268K1
193CHOREO, LLC$265K1
194UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$260K1
195Polymer Capital Management (US) LLC$260K1
196EP Wealth Advisors, LLC$249K1
197Engineers Gate Manager LP$249K1
198Cetera Trust Company, N.A$249K1
199MATHER GROUP, LLC.$249K1
200ELEVATION POINT WEALTH PARTNERS, LLC$241K1
201BLAIR WILLIAM & CO/IL$232K1
202Orion Porfolio Solutions, LLC$232K1
203Private Advisor Group, LLC$230K1
204Envestnet Portfolio Solutions, Inc.$230K1
205Gilman Hill Asset Management, LLC$220K1
206HOHIMER WEALTH MANAGEMENT, LLC$211K1
207O'SHAUGHNESSY ASSET MANAGEMENT, LLC$209K1
208GeoWealth Management, LLC$208K1
209Abel Hall, LLC$202K1
210GLENMEDE TRUST CO NA$202K1
211SHELTON CAPITAL MANAGEMENT$201K1
212OSAIC HOLDINGS, INC.$194K1
213FIFTH THIRD BANCORP$191K1
214US BANCORP \DE\$189K1
215Advisors Asset Management, Inc.$166K1
216Atlantic Union Bankshares Corp$139K1
217SIGNATUREFD, LLC$138K1
218Caitong International Asset Management Co., Ltd$131K1
219Pinnacle Wealth Planning Services, Inc.$102K1
220MCGUIRE CAPITAL ADVISORS INC$102K1
221Horizon Investments, LLC$96.6K1
222Rockefeller Capital Management L.P.$75.9K1
223Salomon & Ludwin, LLC$71.4K1
224Parkside Financial Bank & Trust$68.7K1
225CWM, LLC$57.8K1
226Kemnay Advisory Services Inc.$49.9K1
227ASSETMARK, INC$40.7K1
228Smartleaf Asset Management LLC$40.6K1
229UMB Bank, n.a.$33.1K1
230THRIVENT FINANCIAL FOR LUTHERANS$31.0K1
231Bell Investment Advisors, Inc$15.5K1
232Spire Wealth Management$15.5K1
233CANADA LIFE ASSURANCE Co$12.5K1
234Keating Financial Advisory Services, Inc.$11.1K1
235NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$10.7K1
236DekaBank Deutsche Girozentrale$8.3K1
237Larson Financial Group LLC$7.9K1
238HRT FINANCIAL LP$7.8K1
239Triumph Capital Management$7.3K1
240State of Alaska, Department of Revenue$6.8K1
241ALGERT GLOBAL LLC$6.1K1
242Quarry LP$5.8K1
243Vermillion Wealth Management, Inc.$5.5K1
244Key FInancial Inc$4.6K1
245Kilter Group LLC$4.3K1
246MAI Capital Management$3.8K1
247Physician Wealth Advisors, Inc.$3.1K1
248SIMPLEX TRADING, LLC$3.1K1
249WEBSTER BANK, N. A.$2.3K1
250CBIZ Investment Advisory Services, LLC$2.1K1
251GSA CAPITAL PARTNERS LLP$2.1K1
252ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$2.0K1
253NATIXIS ADVISORS, LLC$1.7K1
254JPL Wealth Management, LLC$1.6K1
255Sunrise Financial Services, LLC$1.5K1
256ALBION FINANCIAL GROUP /UT$1.2K1
257Vestcor Inc$1.2K1
258PICTON MAHONEY ASSET MANAGEMENT$1.1K1
259GILPIN WEALTH MANAGEMENT, LLC$1.0K1
260Ankerstar Wealth, LLC$7671
261BROWN, LISLE/CUMMINGS, INC.$7291
262Steward Partners Investment Advisory, LLC$5771
263Rialto Wealth Management, LLC$5171
264Summit Global Investments$4571
265Abound Wealth Management$3041
266Prestige Wealth Management Group LLC$2151
267KBC Group NV$1761
268Godfrey Financial Associates, Inc.$1211
269Harvest Fund Management Co., Ltd$651
270Smithfield Trust Co$311
271Avion Wealth$01
272VANGUARD GROUP INC— value not disclosed1
273Clearstead Advisors, LLC— value not disclosed1
274Fisher Asset Management, LLC— value not disclosed1
275MACKENZIE FINANCIAL CORP— value not disclosed1
276VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
277CIBC WORLD MARKETS CORP— value not disclosed1
278LAZARD ASSET MANAGEMENT LLC— value not disclosed1
279CIBC Private Wealth Group LLC— value not disclosed1
280NORGES BANK— value not disclosed1
281Asset Dedication, LLC— value not disclosed1
282TWO SIGMA ADVISERS, LP— value not disclosed1
283Arax Advisory Partners— value not disclosed1
284FJ Capital Management LLC— value not disclosed1
285WEALTH ENHANCEMENT ADVISORY SERVICES, LLC— value not disclosed1
286Schonfeld Strategic Advisors LLC— value not disclosed1
287Gillson Capital LP— value not disclosed1
288Holocene Advisors, LP— value not disclosed1
289DV Trading LLC— value not disclosed1
290ExodusPoint Capital Management, LP— value not disclosed1
291Global Retirement Partners, LLC— value not disclosed1
292M&G Plc— value not disclosed1
293XTX Topco Ltd— value not disclosed1
294DV EQUITIES, LLC— value not disclosed1
295Invst, LLC— value not disclosed1
296AlphaQuest LLC— value not disclosed1
297Greenland Capital Management LP— value not disclosed1
298Ameritas Advisory Services, LLC— value not disclosed1
299SageView Advisory Group, LLC— value not disclosed1
300Signature Resources Capital Management, LLC— value not disclosed1
301Corient Private Wealth LLC— value not disclosed1
302Dunhill Financial, LLC— value not disclosed1
303Bayforest Capital Ltd— value not disclosed1
304Dockside LLC— value not disclosed1
305VARCOV Co.— value not disclosed1
306Quattro Advisors LLC— value not disclosed1
Truncated by Public Filings. Every one of the 271 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on EPRT

RETAINED WINDOW · ACTIVE HITS

Zero hits on EPRT in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for EPRT · financials and macro

Financials — as filed PLANNED

EPRT's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: EPRT on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing