13FBOX
ESSENTIAL PPTYS RLTY TR INC · 13F Institutional Holdings
Options Calculator Rankings

ESSENTIAL PPTYS RLTY TR INC

EPRT
Institutions
736
Combined AUM (Q2 2026)
$8.72B
Combined Shares (Q2 2026)
291.2M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+64.1M
378 · 92 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-27.0M
308 · 71 Exit · ≈
⚖️ Net
+37.1M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$8.72B
Institutions
736
New Buys
92
Adds
286
Reduces
237
Exits
71
Unchanged
121
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
0.02%0.02%#341$1.18B39.6M$1.13B37.3M+2.4M+6.36%Add
COHEN & STEERS, INC.
1.83%1.56%#29$1.16B38.8M$898.9M29.6M+9.2M+31.14%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
0.03%#297$634.2M21.2M$00+21.2MNew Buy
STATE STREET CORP
0.01%0.01%#392$364.5M12.1M$351.6M11.5M+616,120+5.37%Add
VANGUARD CAPITAL MANAGEMENT LLC
0.01%#452$290.5M9.7M$00+9.7MNew Buy
GEODE CAPITAL MANAGEMENT, LLC
0.01%0.01%#403$186.3M6.2M$169.1M5.6M+673,121+12.09%Add
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
0.05%0.05%#234$166.7M5.4M$156.2M5.0M+433,831+8.68%Add
Invesco Ltd.
0.01%0.03%#375$159.7M5.4M$172.3M5.7M-322,599-5.69%Reduce
WELLINGTON MANAGEMENT GROUP LLP
0.03%0.05%#302$159.3M5.3M$251.6M8.3M-3.0M-35.63%Reduce
Wealthfront Advisers LLC
0.3%0.36%#103$156.3M5.1M$163.7M5.3M-251,677-4.73%Reduce
Daiwa Securities Group Inc.
0.3%0.46%#102$154.9M5.2M$160.4M5.3M-93,389-1.77%Reduce
TWO SIGMA INVESTMENTS, LP
0.1%0.13%#188$144.0M4.8M$157.4M5.2M-363,042-7.00%Reduce
MORGAN STANLEY
0.01%0.01%#436$135.4M4.5M$145.2M4.9M-342,383-7.02%Reduce
PRUDENTIAL FINANCIAL INC
0.15%0.17%#160$133.6M4.5M$138.0M4.5M-71,925-1.58%Reduce
DUFF & PHELPS INVESTMENT MANAGEMENT CO
1.14%1.08%#45$120.5M4.0M$104.2M3.4M+605,615+17.65%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.02%0.02%#351$120.1M4.0M$112.8M3.7M+307,893+8.28%Add
FMR LLC
0.01%0.01%#472$115.7M3.9M$130.6M4.3M-423,493-9.85%Reduce
NORGES BANK
0.01%0.01%#406$96.2M3.2M$76.5M2.3M+880,395+37.58%Add
DIMENSIONAL FUND ADVISORS LP
0.02%0.02%#342$94.6M3.2M$94.2M3.1M+67,002+2.16%Add
Alyeska Investment Group, L.P.
0.23%0.3%#125$88.9M3.0M$105.2M3.5M-485,412-14.01%Reduce
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
1.18%0.99%#42$84.8M2.8M$66.9M2.2M+639,024+29.00%Add
PRINCIPAL FINANCIAL GROUP INC
0.04%0.04%#261$82.5M2.8M$84.2M2.8M-7,619-0.27%Reduce
NORTHERN TRUST CORP
0.01%0.01%#407$82.3M2.8M$74.4M2.5M+304,187+12.41%Add
Nuveen, LLC
0.02%0.03%#344$68.6M2.3M$95.5M3.1M-847,442-26.94%Reduce
NEW YORK LIFE INVESTMENT MANAGEMENT LLC
0.42%0.4%#81$60.7M2.0M$46.7M1.5M+450,225+29.68%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#513$58.6M1.9M$62.0M2.0M-106,793-5.30%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#510$52.1M1.7M$40.4M1.3M+414,287+31.16%Add
Bank of New York Mellon Corp
0.01%0.01%#423$51.2M1.7M$48.0M1.6M+134,023+8.48%Add
RUSH ISLAND MANAGEMENT, LP
3.22%2.54%#16$48.7M1.6M$37.9M1.2M+380,915+30.50%Add
SEI INVESTMENTS CO
0.04%0.04%#255$48.5M1.6M$40.2M1.3M+302,571+22.86%Add
TUDOR INVESTMENT CORP ET AL
0.06%0.06%#228$43.7M1.5M$30.6M1.0M+455,750+45.25%Add
VANGUARD FIDUCIARY TRUST CO
0.01%#409$42.9M1.4M$00+1.4MNew Buy
Curbstone Financial Management Corp
6.86%#4$40.2M1.3M$00+1.3MNew Buy
Legal & General Group Plc
0.01%0.01%#424$39.5M1.3M$39.7M1.3M+15,353+1.18%Add
Russell Investments Group, Ltd.
0.03%0.05%#290$38.3M1.3M$50.8M1.7M-387,340-23.17%Reduce
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.01%<0.01%#442$37.7M1.3M$260,1558,569+1.3M+14,648.49%Add
Facet Wealth, Inc.
0.52%0.63%#75$36.0M1.2M$36.6M1.2M-20,812-1.75%Reduce
AMERIPRISE FINANCIAL INC
0.01%0.01%#439$34.9M1.3M$28.7M986,308+280,373+28.43%Add
Capital World Investors
<0.01%<0.01%#490$34.3M1.1M$34.9M1.1M00.00%Unchanged
FRONTIER CAPITAL MANAGEMENT CO LLC
0.31%0.4%#100$33.4M1.1M$38.5M1.3M-148,867-11.75%Reduce
THRIVENT FINANCIAL FOR LUTHERANS
0.05%0.05%#246$30.8M1.0M$31.0M1.0M+9,695+0.95%Add
Stratos Investment Management, LLC
1.11%1.19%#46$30.6M991,167$29.6M960,740+30,427+3.17%Add
KEYBANK NATIONAL ASSOCIATION/OH
0.1%0.11%#192$29.9M969,434$31.2M1.0M-43,379-4.28%Reduce
VICTORY CAPITAL MANAGEMENT INC
0.02%0.02%#348$29.0M969,873$29.2M962,793+7,080+0.74%Add
ALLIANCEBERNSTEIN L.P.
0.01%0.01%#405$28.8M949,119$29.4M990,143-41,024-4.14%Reduce
MFA WEALTH ADVISORS, LLC
4.89%4.85%#8$28.7M930,045$24.6M800,221+129,824+16.22%Add
LONDON CO OF VIRGINIA
0.16%0.18%#151$28.1M940,512$29.9M983,262-42,750-4.35%Reduce
MILLENNIUM MANAGEMENT LLC
0.01%<0.01%#412$27.0M904,926$5.5M181,643+723,283+398.19%Add
HSBC HOLDINGS PLC
0.01%0.02%#388$27.0M903,410$31.3M1.0M-124,111-12.08%Reduce
Cornerstone Management, Inc.
3.87%3.6%#12$26.9M872,431$22.6M733,194+139,237+18.99%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow