Essential Properties Realty Trust
Owner of single-tenant properties leased to middle-market service and experience businesses.
$30.37
After-hours close−0.01 (−0.03%)
At close$30.38(+0.07%)
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Breakdown13F · Form 4
Institutions 121.65%Insiders 0.50%
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 216.25M · Float 215.03M · 99.4% free float
Institutions13F, as of Jun 30, 2026
380 holders · 263.07M shares · 51 new positions · 214 increased · 114 reduced · 51 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 39.64M | 18.33% | +2.37M | Aug 7, 2026 |
| Cohen & Steers, Inc. | 38.83M | 17.96% | +9.22M | Aug 14, 2026 |
| Vanguard Portfolio Management LLC | 21.25M | 9.83% | +1.41M | Aug 13, 2026 |
| State Street Corp | 12.08M | 5.59% | +616.1K | Aug 7, 2026 |
| Vanguard Capital Management LLC | 9.73M | 4.50% | +373.9K | Aug 13, 2026 |
| Geode Capital Management, LLC | 6.24M | 2.89% | +673.1K | Aug 12, 2026 |
| Massachusetts Financial Services Co /MA/ | 5.43M | 2.51% | +433.8K | Aug 3, 2026 |
| Invesco Ltd. | 5.35M | 2.47% | −322.6K | Aug 14, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 16.90% | 31.74M | 13G | Apr 17, 2025 ↗ |
| Cohen & Steers, Inc. | 14.16% | 29.72M | 13G | May 15, 2026 ↗ |
| Vanguard Portfolio Management | 9.48% | 19.92M | 13G | Apr 29, 2026 ↗ |
| Vanguard Capital Management | 5.27% | 11.07M | 13G | Apr 29, 2026 ↗ |
| State Street Corporation | 5.20% | 10.29M | 13G | May 13, 2025 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Peter M. Mavoides | director, officer: President and CEO | 340.7K | 0.16% | Jul 15, 2026 |
| Stephen D. Sautel | director | 182.6K | 0.08% | May 16, 2025 |
| Mark E. Patten | officer: Executive VP, CFO & Treasurer | 135.0K | 0.06% | Oct 15, 2025 |
| Scott A. Estes | director | 102.6K | 0.05% | May 16, 2025 |
| A. Joseph Peil | officer: Executive VP and CIO | 76.9K | 0.04% | Jul 15, 2026 |
| Timothy J. Earnshaw | officer: SVP, CAO & Treasurer | 71.4K | 0.03% | Jul 15, 2026 |
| Robert M. Jenkins | officer: Executive VP and COO | 34.2K | 0.02% | Jul 28, 2026 |
| Joyce DeLucca | director | 32.6K | 0.02% | May 16, 2025 |
| Lawrence J. Minich | director | 31.6K | 0.01% | May 15, 2026 |
| Heather Leed Neary | director | 30.7K | 0.01% | May 15, 2026 |
5 people have not refiled in the last 18 months (521.0K shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Jul 24, 2026 | Robert M. Jenkinsofficer: Executive VP and COO | Sale | 22,000 | $32.22 | 34,168 |
| Mar 20, 2026 | A. Joseph Peilofficer: Executive VP and CIO | Sale | 19,657 | $32.10 | 76,525 |
| Mar 20, 2026 | Robert Webb Salisburyofficer: Executive VP and CFO | Sale | 5,851 | $31.88 | 8,310 |
CongressHouse and Senate disclosures
Not reported.