324 tracked 13F filers disclose a position in EPRT as of the latest SEC 13F filings, a combined $5.8B in reported value. 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.
| # | 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 | →First observed position No prior filed position | Q1 2026 | |
| 3 | STATE STREET CORP | $364.5M | 12.1M | ▲+5.4% Added · +616K sh | Q2 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $284.1M | 9.4M | →First observed position No prior filed position | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $186.3M | 6.2M | ▲+12% Added · +673K sh | Q2 2026 | |
| 6 | Daiwa Securities Group Inc. | $154.9M | 5.2M | ▼−1.8% Reduced · −93K sh | Q2 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.
Last quarter, 4 funds opened a new position in EPRT and 31 added to an existing one, while 22 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 172 funds | $248.2B |
| NVIDIA CORPNVDA | 171 funds | $359.6B |
| AMAZON.COM INCAMZN | 171 funds | $183.5B |
| ALPHABET INC-CL AGOOGL | 171 funds | $147.3B |
| BROADCOM INCAVGO | 169 funds | $138.5B |
| META PLATFORMS INC-CLASS AMETA | 169 funds | $104.0B |
| ELI LILLY & COLLY | 168 funds | $68.9B |
| JPMORGAN CHASE & COJPM | 168 funds | $60.6B |
| MICRON TECHNOLOGY INCMU | 168 funds | $36.9B |
| COSTCO WHOLESALE CORPCOST | 167 funds | $33.4B |
| BANK OF AMERICA CORPBAC | 167 funds | $29.3B |
| APPLE INCAAPL | 166 funds | $272.7B |
Ranked by how many of EPRT's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 24, 2026 | Jenkins Robert M | Executive VP and COO | Sell (S) | 22K | $709K |
| Mar 20, 2026 | Peil A Joseph | Executive VP and CIO | Sell (S) | 20K | $631K |
| Mar 20, 2026 | Salisbury Robert Webb | Executive VP and CFO | Sell (S) | 6K | $187K |
| Jun 10, 2025 | Peil A Joseph | Executive VP and CIO | Sell (S) | 13K | $436K |
| Apr 30, 2025 | Mavoides Peter M. | President and CEO, Director | Sell (S) | 35K | $1.1M |
| Apr 29, 2025 | Mavoides Peter M. | President and CEO, Director | Sell (S) | 43K | $1.4M |
| Feb 26, 2025 | Sautel Stephen D | Director | Sell (S) | 13K | $407K |
| Feb 25, 2025 | Sautel Stephen D | Director | Sell (S) | 28K | $893K |
| Feb 24, 2025 | Sautel Stephen D | Director | Sell (S) | 30K | $960K |
| Nov 4, 2024 | Mavoides Peter M. | President and CEO, Director | Sell (S) | 17K | $537K |
| Oct 3, 2024 | Mavoides Peter M. | President and CEO, Director | Sell (S) | 28K | $912K |
| Sep 5, 2024 | Mavoides Peter M. | President and CEO, Director | Sell (S) | 28K | $899K |
Connected entities for EPRT
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.
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.