ESSENTIAL PROPERTIES REALTY TRUST, INC.
Congressional Trades
Whale Activity
- Increased5
- New0
- Held0
- Decreased1
- Closed0
- No prior filing2
| Filer | Shares | Value | Change |
|---|---|---|---|
| BlackRock, Inc. | 39.6M | $1.18B | increased |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 21.2M | $634.2M | increased |
| VANGUARD CAPITAL MANAGEMENT LLC | 9.7M | $290.5M | increased |
| TWO SIGMA INVESTMENTS, LP | 4.8M | $144.0M | decreased |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 4.0M | $120.5M | — |
| MILLENNIUM MANAGEMENT LLC | 904.9K | $27.0M | increased |
| CITADEL ADVISORS LLC | 684.5K | $20.4M | increased |
| Adelante Capital Management LLC | 549.6K | $16.4M | — |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
Recent Insider Transactions
| Insider | Type | Shares | Price | Value | Date | |
|---|---|---|---|---|---|---|
| Jenkins Robert MExecutive VP and COO | Sale | −22.0K | $32.22 | $709K | Jul 24, 2026 | Form 4 ↗ |
| Minich Lawrence JDirector | Grant / award | +3,837 | $0.00 | $0 | May 13, 2026 | Form 4 ↗ |
| Neary Heather LeedDirector | Grant / award | +3,837 | $0.00 | $0 | May 13, 2026 | Form 4 ↗ |
| Mavoides Peter M.President and CEO · Director | Gift | +133.0K | $0.00 | $0 | Apr 27, 2026 | Form 4 ↗ |
| Mavoides Peter M.President and CEO · Director | Gift | −133.0K | $0.00 | $0 | Apr 27, 2026 | Form 4 ↗ |
| Mavoides Peter M.President and CEO · Director | Gift | +133.0K | $0.00 | $0 | Apr 27, 2026 | Form 4 ↗ |
| Mavoides Peter M.President and CEO · Director | Gift | −133.0K | $0.00 | $0 | Apr 27, 2026 | Form 4 ↗ |
| Peil A JosephExecutive VP and CIO | Grant / award | +165 | $0.00 | $0 | Apr 14, 2026 | Form 4 ↗ |
| Jenkins Robert MExecutive VP and COO | Grant / award | +165 | $0.00 | $0 | Apr 14, 2026 | Form 4 ↗ |
| Earnshaw Timothy JSVP, CAO & Treasurer | Grant / award | +89 | $0.00 | $0 | Apr 14, 2026 | Form 4 ↗ |
| Mavoides Peter M.President and CEO · Director | Grant / award | +796 | $0.00 | $0 | Apr 14, 2026 | Form 4 ↗ |
| Mavoides Peter M.President and CEO · Director | Grant / award | +1,154 | $0.00 | $0 | Apr 14, 2026 | Form 4 ↗ |
| Mavoides Peter M.President and CEO · Director | Gift | −30.1K | $0.00 | $0 | Mar 24, 2026 | Form 4 ↗ |
| Salisbury Robert WebbExecutive VP and CFO | Sale | −5,851 | $31.88 | $187K | Mar 20, 2026 | Form 4 ↗ |
| Peil A JosephExecutive VP and CIO | Sale | −19.7K | $32.10 | $631K | Mar 20, 2026 | Form 4 ↗ |
| Peil A JosephExecutive VP and CIO | Tax withholding | −8,738 | $31.91 | $279K | Feb 10, 2026 | Form 4 ↗ |
| Peil A JosephExecutive VP and CIO | Grant / award | +34.2K | $0.00 | $0 | Feb 10, 2026 | Form 4 ↗ |
| Jenkins Robert MExecutive VP and COO | Tax withholding | −8,738 | $31.91 | $279K | Feb 10, 2026 | Form 4 ↗ |
| Jenkins Robert MExecutive VP and COO | Grant / award | +34.2K | $0.00 | $0 | Feb 10, 2026 | Form 4 ↗ |
| Earnshaw Timothy JSVP, CAO & Treasurer | Tax withholding | −3,128 | $31.91 | $100K | Feb 10, 2026 | Form 4 ↗ |
Fund Holders
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | 13.0M | $388.9M | 0.35% | Jun 30, 2026 |
| VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS | 8.0M | $250.3M | 0.34% | Jul 31, 2026 |
| Cohen & Steers Real Estate Securities Fund COHEN & STEERS REAL ESTATE SECURITIES FUND INC | 8.4M | $249.6M | 2.61% | Jun 30, 2026 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 6.9M | $204.9M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF iShares Trust | 5.7M | $169.1M | 0.20% | Jun 30, 2026 |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 5.0M | $148.1M | 0.08% | Jun 30, 2026 |
| Cohen & Steers Institutional Realty Shares COHEN & STEERS INSTITUTIONAL REALTY SHARES INC | 4.7M | $140.2M | 1.57% | Jun 30, 2026 |
| Cohen & Steers Realty Shares COHEN & STEERS REALTY SHARES INC | 4.3M | $127.2M | 1.56% | Jun 30, 2026 |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 2.9M | $85.4M | 0.18% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 2.4M | $75.8M | 0.22% | Jul 31, 2026 |
Mutual funds and ETFs whose N-PORT filings list EPRT's shares (CUSIP 29670E107), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
- Cohen & Steers Ireland LimitedSCHEDULE 13G/A · passive (13G) · 94.7K shares0.0%
Aug 14, 2026 · ↗ - Cohen & Steers Asia LimitedSCHEDULE 13G/A · passive (13G) · 0 shares0.0%
Aug 14, 2026 · ↗ - Cohen & Steers UK LimitedSCHEDULE 13G/A · passive (13G) · 547.6K shares0.3%
Aug 14, 2026 · ↗ - Cohen & Steers Capital Management, Inc.SCHEDULE 13G/A · passive (13G) · 38.3M shares17.7%
Aug 14, 2026 · ↗ - Cohen & Steers, Inc.SCHEDULE 13G/A · passive (13G) · 38.9M shares18.0%
Aug 14, 2026 · ↗ - Cohen & Steers Ireland LimitedSCHEDULE 13G/A · passive (13G) · 23.3K shares0.0%
May 15, 2026 · ↗ - Cohen & Steers Asia LimitedSCHEDULE 13G/A · passive (13G) · 0 shares0.0%
May 15, 2026 · ↗ - Cohen & Steers UK LimitedSCHEDULE 13G/A · passive (13G) · 482.8K shares0.2%
May 15, 2026 · ↗ - Cohen & Steers Capital Management, Inc.SCHEDULE 13G/A · passive (13G) · 29.2M shares13.9%
May 15, 2026 · ↗ - Cohen & Steers, Inc.SCHEDULE 13G/A · passive (13G) · 29.7M shares14.2%
May 15, 2026 · ↗
Corporate Lobbying
No lobbying filings found naming ESSENTIAL PROPERTIES REALTY TRUST, INC. as the client.
Government Contracts
No federal contract awards found for ESSENTIAL PROPERTIES REALTY TRUST, INC..
U.S. Patents
No USPTO patent applications found for ESSENTIAL PROPERTIES REALTY TRUST, INC..
Annual Financials
No annual XBRL figures on record for EPRT. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
No stock splits in EPRT's price history.
Material Events (8-K)
- 8-K · Items 1.01, 1.02, 2.03, 9.01Material agreement · Termination of agreement · Direct financial obligationSep 16, 2026
EDGAR ↗ - 8-K · Items 7.01, 9.01Reg FD disclosureSep 16, 2026
EDGAR ↗ - 8-K · Items 7.01, 9.01Reg FD disclosureSep 14, 2026
EDGAR ↗ - 8-K · Items 5.02, 7.01, 9.01Officer / director change · Reg FD disclosureSep 9, 2026
EDGAR ↗ - 8-K · Items 8.01, 9.01Other eventsSep 8, 2026
EDGAR ↗ - 8-K · Items 8.01, 9.01Other eventsJul 24, 2026
EDGAR ↗ - 8-K · Items 2.02, 7.01, 9.01Results of operations · Reg FD disclosureJul 22, 2026
EDGAR ↗ - 8-K · Items 1.01, 8.01, 9.01Material agreement · Other eventsJun 15, 2026
EDGAR ↗ - 8-K · Items 8.01, 9.01Other eventsJun 1, 2026
EDGAR ↗ - 8-K · Items 7.01, 9.01Reg FD disclosureJun 1, 2026
EDGAR ↗


