This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/EPRT/capital-change-brief"
Use Arkolith's capital_change_brief for EPRT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.1B | 37.3M | ▲+0.3% Added · +107K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $602.3M | 19.8M | ▲New +19.8M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $351.6M | 11.5M | ▲+2.8% Added · +315K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $284.1M | 9.4M | ▲New +9.4M sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $169.1M | 5.6M | ▲+6.2% Added · +327K sh | Q1 2026 | |
| 6 | Daiwa Securities Group Inc. | $160.4M | 5.3M | ▲+32% Added · +1.3M sh | Q1 2026 | |
| 7 | TWO SIGMA INVESTMENTS, LP | $157.4M | 5.2M | ▲+161% Added · +3.2M sh | Q1 2026 | |
| 8 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $156.2M | 5.0M | ▲+31% Added · +1.2M sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $139.0M | 4.6M | ▼−11% Reduced · −544K sh | Q1 2026 | |
| 10 | PRUDENTIAL FINANCIAL INC | $138.0M | 4.5M | ▲+19% Added · +736K sh | Q1 2026 | |
| 11 | FMR LLC | $130.6M | 4.3M | ▲+0.2% Added · +10K sh | Q1 2026 | |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $112.8M | 3.7M | ▲+7.8% Added · +271K sh | Q1 2026 | |
| 13 | Alyeska Investment Group, L.P. | $105.2M | 3.5M | ▲+3.9% Added · +131K sh | Q1 2026 | |
| 14 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | $104.2M | 3.4M | ▲+0.2% Added · +7K sh | Q1 2026 | |
| 15 | Nuveen, LLC | $95.5M | 3.1M | ▲+100% Added · +1.6M sh | Q1 2026 | |
| 16 | DIMENSIONAL FUND ADVISORS LP | $94.2M | 3.1M | ▲+6.3% Added · +184K sh | Q1 2026 | |
| 17 | PRINCIPAL FINANCIAL GROUP INC | $84.2M | 2.8M | ▲+3.9% Added · +103K sh | Q1 2026 | |
| 18 | DEUTSCHE BANK AG\ | $78.7M | 2.6M | ▼−29% Reduced · −1.0M sh | Q1 2026 | |
| 19 | BALYASNY ASSET MANAGEMENT L.P. | $78.0M | 2.6M | ▼−5.0% Reduced · −135K sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $74.4M | 2.5M | ▲+4.6% Added · +108K sh | Q1 2026 | |
| 21 | NORGES BANK | $68.5M | 2.3M | ▼−13% Reduced · −330K sh | Q4 2025 | |
| 22 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $66.9M | 2.2M | ▲+45% Added · +683K sh | Q1 2026 | |
| 23 | JPMORGAN CHASE & CO | $62.0M | 2.0M | ▲+5.1% Added · +98K sh | Q1 2026 | |
| 24 | Russell Investments Group, Ltd. | $50.8M | 1.7M | ▲+12% Added · +179K sh | Q1 2026 | |
| 25 | Bank of New York Mellon Corp | $48.0M | 1.6M | ▲+1.0% Added · +16K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 14, 2026 | Mavoides Peter M. | President and CEO, Director | Grant (A) | 852 | $0 |
| Jul 14, 2026 | Mavoides Peter M. | President and CEO, Director | Grant (A) | 1K | $0 |
| Jul 14, 2026 | Peil A Joseph | Executive VP and CIO | Grant (A) | 176 | $0 |
| Jul 14, 2026 | Jenkins Robert M | Executive VP and COO | Grant (A) | 176 | $0 |
| Jul 14, 2026 | Earnshaw Timothy J | SVP, CAO & Treasurer | Grant (A) | 95 | $0 |
| May 13, 2026 | ESTES SCOTT A | Director | Grant (A) | 4K | $0 |
| May 13, 2026 | Smallwood Kristin L | Director | Grant (A) | 4K | $0 |
| May 13, 2026 | Minich Lawrence J | Director | Grant (A) | 4K | $0 |
| May 13, 2026 | Neary Heather Leed | Director | Grant (A) | 4K | $0 |
| May 13, 2026 | Sautel Stephen D | Director | Grant (A) | 3K | $92K |
| May 13, 2026 | Sautel Stephen D | Director | Grant (A) | 4K | $0 |
| May 13, 2026 | Sivanesan Janaki | Director | Grant (A) | 4K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 117 funds | $55.5B |
| ELI LILLY & COLLY | 117 funds | $13.8B |
| AMAZON.COM INCAMZN | 116 funds | $42.7B |
| NVIDIA CORPNVDA | 115 funds | $76.6B |
| BROADCOM INCAVGO | 115 funds | $27.2B |
| JPMORGAN CHASE & COJPM | 115 funds | $17.1B |
| MASTERCARD INC - AMA | 115 funds | $9.6B |
| COSTCO WHOLESALE CORPCOST | 115 funds | $8.9B |
| SCHWAB (CHARLES) CORPSCHW | 115 funds | $3.7B |
| APPLE INCAAPL | 114 funds | $65.4B |
| ALPHABET INC-CL AGOOGL | 114 funds | $34.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 114 funds | $13.0B |
Ranked by how many of EPRT's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for EPRT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.