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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $15.0K–$50.0K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-08-13Daniel S. Goldman D–NY-10SaleTraded 07-12 +32d$15K–$50K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
273Clearstead Advisors, LLC$01
274Fisher Asset Management, LLC$01
275MACKENZIE FINANCIAL CORP$01
276VIRGINIA RETIREMENT SYSTEMS ET Al$01
277CIBC WORLD MARKETS CORP$01
278LAZARD ASSET MANAGEMENT LLC$01
279CIBC Private Wealth Group LLC$01
280NORGES BANK$01
281Asset Dedication, LLC$01
282TWO SIGMA ADVISERS, LP$01
283Arax Advisory Partners$01
284FJ Capital Management LLC$01
285WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$01
286Schonfeld Strategic Advisors LLC$01
287Gillson Capital LP$01
288Holocene Advisors, LP$01
289DV Trading LLC$01
290ExodusPoint Capital Management, LP$01
291Global Retirement Partners, LLC$01
292M&G Plc$01
293XTX Topco Ltd$01
294DV EQUITIES, LLC$01
295Invst, LLC$01
296AlphaQuest LLC$01
297Greenland Capital Management LP$01
298Ameritas Advisory Services, LLC$01
299SageView Advisory Group, LLC$01
300Signature Resources Capital Management, LLC$01
301Corient Private Wealth LLC$01
302Dunhill Financial, LLC$01
303Bayforest Capital Ltd$01
304Dockside LLC$01
305VARCOV Co.$01
306Quattro Advisors LLC$01
Truncated by Public Filings. The published aggregate ranks the top 306 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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