ESSENTIAL PROPERTIES REALTY TRUST, INC. (EPRT) — Institutional Holders, Q2 2026 (page 4)
380 institutional investment managers reported a EPRT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $7.5B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 380. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
EPRT 13F holders ranked 301–380 of 380
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | HANTZ FINANCIAL SERVICES#301 · 1,422 sh | 1,422 | $42.0K | <0.01% | -85.0% |
| 302 | ASSETMARK#302 · 1,384 sh | 1,384 | $41.3K | — | +3.4% |
| 303 | Global Retirement Partners#303 · 1,372 sh | 1,372 | $41.0K | <0.01% | — |
| 304 | Smartleaf Asset Management#304 · 1,319 sh | 1,319 | $40.3K | <0.01% | 0.0% |
| 305 | Aster Capital Management (DIFC) Ltd#305 · 1,263 sh | 1,263 | $37.7K | <0.01% | New |
| 306 | EverSource Wealth Advisors#306 · 1,262 sh | 1,262 | $37.7K | <0.01% | -27.7% |
| 307 | UMB Bank, n.a.#307 · 1,194 sh | 1,194 | $35.6K | <0.01% | +9.6% |
| 308 | Caitong International Asset Management , Ltd#308 · 1,105 sh | 1,105 | $33.0K | <0.01% | New |
| 309 | BESSEMER GROUP#309 · 1,023 sh | 1,023 | $31.0K | 0.00% | -6.2% |
| 310 | MassMutual Private Wealth & , FSB#310 · 908 sh | 908 | $27.1K | — | 0.0% |
| 311 | LOS ANGELES CAPITAL MANAGEMENT#311 · 830 sh | 830 | $24.8K | <0.01% | -14.9% |
| 312 | TD PRIVATE CLIENT WEALTH#312 · 755 sh | 755 | $22.5K | <0.01% | +12.2% |
| 313 | HARBOR CAPITAL ADVISORS#313 · 725 sh | 725 | $22.0K | — | -9.8% |
| 314 | RICHARDSON FINANCIAL SERVICES#314 · 638 sh | 638 | $19.0K | 0.01% | +10.6% |
| 315 | Bell Investment Advisors#315 · 528 sh | 528 | $15.8K | <0.01% | +3.1% |
| 316 | North Star Investment Management#316 · 517 sh | 517 | $15.4K | <0.01% | +3.4% |
| 317 | Spire Wealth Management#317 · 510 sh | 510 | $15.2K | <0.01% | 0.0% |
| 318 | PlanVest Financial#318 · 510 sh | 510 | $15.2K | 0.01% | 0.0% |
| 319 | Wiser Advisor Group#319 · 475 sh | 475 | $14.2K | 0.02% | +0.8% |
| 320 | WHITTIER OF NEVADA#320 · 394 sh | 394 | $12.3K | <0.01% | -8.2% |
| 321 | Parallel Advisors#321 · 381 sh | 381 | $11.4K | <0.01% | +13.4% |
| 322 | LRI Investments#322 · 362 sh | 362 | $10.8K | <0.01% | 0.0% |
| 323 | Accent Capital Management#323 · 345 sh | 345 | $10.4K | <0.01% | New |
| 324 | SJS Investment Consulting#324 · 323 sh | 323 | $9.6K | — | New |
| 325 | CENTRAL#325 · 299 sh | 299 | $8.9K | <0.01% | New |
| 326 | ROTHSCHILD INVESTMENT#326 · 294 sh | 294 | $8.8K | <0.01% | +47.0% |
| 327 | OF TOLEDO NA#327 · 292 sh | 292 | $8.7K | — | New |
| 328 | Integrated Wealth Concepts#328 · 264 sh | 264 | $7.9K | 0.00% | New |
| 329 | Larson Financial Group#329 · 261 sh | 261 | $7.8K | <0.01% | 0.0% |
| 330 | HARBOR INVESTMENT ADVISORY#330 · 259 sh | 259 | $7.7K | — | 0.0% |
| 331 | Basecamp Wealth Advisors#331 · 254 sh | 254 | $7.6K | <0.01% | 0.0% |
| 332 | Keating Financial Advisory Services#332 · 253 sh | 253 | $7.6K | <0.01% | -31.1% |
| 333 | HARBOUR INVESTMENTS#333 · 226 sh | 226 | $6.7K | <0.01% | +179.0% |
| 334 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#334 · 212 sh | 212 | $6.3K | 0.00% | -39.6% |
| 335 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#335 · 197 sh | 197 | $5.9K | <0.01% | +198.5% |
| 336 | Vermillion Wealth Management#336 · 181 sh | 181 | $5.4K | — | 0.0% |
| 337 | Clearstead Advisors#337 · 165 sh | 165 | $4.9K | 0.00% | New |
| 338 | Continuum Advisory#338 · 159 sh | 159 | $4.7K | <0.01% | New |
| 339 | Cornerstone Planning Group#339 · 141 sh | 141 | $4.6K | — | +16.5% |
| 340 | High Note Wealth#340 · 150 sh | 150 | $4.5K | <0.01% | -0.7% |
| 341 | BROWN BROTHERS HARRIMAN#341 · 140 sh | 140 | $4.2K | 0.00% | 0.0% |
| 342 | Kilter Group#342 · 131 sh | 131 | $3.9K | <0.01% | -7.1% |
| 343 | Quarry#343 · 126 sh | 126 | $3.8K | <0.01% | -33.7% |
| 344 | MANNING & NAPIER ADVISORS#344 · 123 sh | 123 | $3.8K | 0.00% | +3.4% |
| 345 | FIRST HORIZON NATIONAL#345 · 125 sh | 125 | $3.7K | — | -85.7% |
| 346 | Rossby Financial, LCC#346 · 118 sh | 118 | $3.5K | <0.01% | 0.0% |
| 347 | FARMERS & MERCHANTS INVESTMENTS#347 · 106 sh | 106 | $3.2K | — | 0.0% |
| 348 | Noble Wealth Management PBC#348 · 103 sh | 103 | $3.1K | — | New |
| 349 | DANSKE BANK A/S#349 · 100 sh | 100 | $3.0K | 0.00% | 0.0% |
| 350 | GROUP ONE TRADING, L.P.#350 · 79 sh | 79 | $2.4K | 0.00% | New |
| 351 | CBIZ Investment Advisory Services#351 · 70 sh | 70 | $2.1K | <0.01% | 0.0% |
| 352 | ACTION POINT FINANCIAL PLANNING#352 · 70 sh | 70 | $2.1K | <0.01% | New |
| 353 | Ares Financial Consulting#353 · 68 sh | 68 | $2.0K | — | 0.0% |
| 354 | Avion Wealth#354 · 71 sh | 71 | $2.0K | <0.01% | +255.0% |
| 355 | JPL Wealth Management#355 · 54 sh | 54 | $1.6K | <0.01% | 0.0% |
| 356 | HUNTINGTON NATIONAL BANK#356 · 54 sh | 54 | $1.6K | 0.00% | New |
| 357 | Sunrise Financial Services#357 · 48 sh | 48 | $1.4K | — | 0.0% |
| 358 | NBC SECURITIES#358 · 44 sh | 44 | $1.3K | — | -10.2% |
| 359 | JFS WEALTH ADVISORS#359 · 36 sh | 36 | $1.1K | <0.01% | New |
| 360 | Plante Moran Financial Advisors#360 · 34 sh | 34 | $1.0K | 0.00% | New |
| 361 | Essential Partners#361 · 34 sh | 34 | $1.0K | — | +6.2% |
| 362 | Ankerstar Wealth#362 · 33 sh | 33 | $996.00 | <0.01% | +32.0% |
| 363 | Fulcrum Asset Management LLP#363 · 30 sh | 30 | $916.00 | <0.01% | New |
| 364 | BROWN, LISLE/CUMMINGS#364 · 24 sh | 24 | $716.00 | — | 0.0% |
| 365 | Bruce G. Allen Investments#365 · 24 sh | 24 | $716.00 | <0.01% | +41.2% |
| 366 | Prestige Wealth Management Group#366 · 23 sh | 23 | $694.00 | <0.01% | +228.6% |
| 367 | GILPIN WEALTH MANAGEMENT#367 · 23 sh | 23 | $687.00 | — | -32.4% |
| 368 | Silicon Valley Capital Partners#368 · 19 sh | 19 | $573.00 | 0.00% | 0.0% |
| 369 | PRIVATE NA#369 · 19 sh | 19 | $567.00 | — | -44.1% |
| 370 | Cedar Mountain Advisors#370 · 19 sh | 19 | $567.00 | — | 0.0% |
| 371 | Cornerstone Financial Management#371 · 17 sh | 17 | $507.00 | <0.01% | New |
| 372 | SHP Wealth Management#372 · 15 sh | 15 | $448.00 | 0.00% | New |
| 373 | Physician Wealth Advisors#373 · 12 sh | 12 | $359.00 | — | -88.2% |
| 374 | Davis Capital Management#374 · 11 sh | 11 | $328.00 | — | New |
| 375 | Abound Wealth Management#375 · 10 sh | 10 | $299.00 | — | 0.0% |
| 376 | Silver Grove Financial Group#376 · 9 sh | 9 | $258.00 | <0.01% | New |
| 377 | Hughes Financial Services#377 · 5 sh | 5 | $149.00 | 0.00% | +150.0% |
| 378 | Godfrey Financial Associates#378 · 4 sh | 4 | $119.00 | <0.01% | 0.0% |
| 379 | Evolution Advisers#379 · 17 sh | 17 | $0.00 | 0.00% | New |
| 380 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#380 · 244,448 sh | 244,448 | — | — | +2.9% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.