ESSENTIAL PROPERTIES REALTY TRUST, INC. — Institutional Ownership

Which tracked institutions hold EPRT, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.

5
Funds holding
$95385400
Total value held
Buying
3 added/new · 2 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Bank Of New York Mellon Corp $47969075 1580009 +15952 +1.02%
2 Ameriprise Financial Inc $28736030 986308 -39023 -3.81%
3 Brookfield Corp /On/ $17780030 585640 -84074 -12.55%
4 Cohen & Steers, Inc. $898880 29607357 +10995390 +59.08%
5 Amalgamated Financial Corp. $1385 54745 NEW BUY

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.