Essential Properties Realty Trust, Inc.
EPRTFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Essential Properties Realty Trust, Inc. Makes Money
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From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 8 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated May 15, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Clark Capital Management Group, Inc. | 2026-03-31 | 220,721 | $6.7M | SEC filing |
| ALGERT GLOBAL LLC | 2026-03-31 | 201,160 | Not shown | SEC filing |
| Verition Fund Management LLC | 2026-03-31 | 253,248 | $7.69M | SEC filing |
| CREDIT AGRICOLE S A | 2026-03-31 | 49,220 | $1.49M | SEC filing |
| RUSH ISLAND MANAGEMENT, LP | 2026-03-31 | 1,249,087 | $37.9M | SEC filing |
| HSBC HOLDINGS PLC | 2026-03-31 | 1,027,521 | $31.3M | SEC filing |
| INTECH INVESTMENT MANAGEMENT LLC | 2026-03-31 | 51,433 | $1.56M | SEC filing |
| DIMENSIONAL FUND ADVISORS LP | 2026-03-31 | 3,101,020 | $94.2M | SEC filing |
| FOX RUN MANAGEMENT, L.L.C. | 2026-03-31 | 16,430 | $506K | SEC filing |
| Norinchukin Bank, The | 2026-03-31 | 9,298 | $282K | SEC filing |
| MACQUARIE GROUP LTD | 2026-03-31 | 101,579 | $3.08M | SEC filing |
| Smartleaf Asset Management LLC | 2026-03-31 | 1,319 | $40.6K | SEC filing |
| Covestor Ltd | 2026-03-31 | 4,103 | Not shown | SEC filing |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 2026-03-31 | 11,225 | Not shown | SEC filing |
| Freestone Grove Partners LP | 2026-03-31 | 669,637 | $20.3M | SEC filing |
| MANNING & NAPIER ADVISORS LLC | 2026-03-31 | 119 | $3.66K | SEC filing |
| Vise Technologies, Inc. | 2026-03-31 | 13,865 | $411K | SEC filing |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 2026-03-31 | 48,003 | $1.46M | SEC filing |
| ALLIANCEBERNSTEIN L.P. | 2026-03-31 | 990,143 | $29.4M | SEC filing |
| Wiser Advisor Group LLC | 2026-03-31 | 471 | $14.3K | SEC filing |
- Each value is checked against Essential Properties Realty Trust, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 3 rows: the filed value is about 1,000 times too small for the share count at Essential Properties Realty Trust, Inc.'s share price.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Essential Properties Realty Trust, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2025-04-30 · Mavoides Peter M.: Larger than 37 of the 41 other insider sales of Common Stock on file. SEC filing
- 2025-04-29 · Mavoides Peter M.: Larger than 39 of the 41 other insider sales of Common Stock on file. SEC filing
- 2023-12-01 · Mavoides Peter M.: Larger than 38 of the 41 other insider sales of Common Stock on file. SEC filing
- 2021-06-30 · Mavoides Peter M.: Larger than all 41 other insider sales of Common Stock on file. SEC filing
- 2020-06-30 · Mavoides Peter M.: Larger than 40 of the 41 other insider sales of Common Stock on file. SEC filing
Independent insiders buying near the same time
- 2022-06-13–2022-06-15: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2020-05-14–2020-05-14: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-03-20 | Peil A Joseph · Executive VP and CIO | Common Stock | S — Open market or private sale | −19,657 | 32.10 | SEC filing |
| 2026-03-20 | Salisbury Robert Webb · Executive VP and CFO | Common Stock | S — Open market or private sale | −5,851 | 31.88 | SEC filing |
| 2025-06-10 | Peil A Joseph · Executive VP and CIO | Common Stock | S — Open market or private sale | −13,227 | 32.96 | SEC filing |
| 2025-04-30 | Mavoides Peter M. · President and CEO | Common Stock | S — Open market or private sale | −35,493 | 32.01 | SEC filing |
| 2025-04-29 | Mavoides Peter M. · President and CEO | Common Stock | S — Open market or private sale | −42,632 | 32.02 | SEC filing |
| 2025-02-26 | Sautel Stephen D · Director | Common Stock | S — Open market or private sale | −12,500 | 32.54 | SEC filing |
| 2025-02-25 | Sautel Stephen D · Director | Common Stock | S — Open market or private sale | −27,500 | 32.47 | SEC filing |
| 2025-02-24 | Sautel Stephen D · Director | Common Stock | S — Open market or private sale | −30,000 | 31.99 | SEC filing |
Showing 8 of 15 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-05-13 | Sivanesan Janaki · Director | OP Units | A — Grant, award, or other acquisition | +3,837 | SEC filing |
| 2026-05-13 | Sautel Stephen D · Director | OP Units | A — Grant, award, or other acquisition | +3,837 | SEC filing |
| 2026-05-13 | DeLucca Joyce · Director | OP Units | A — Grant, award, or other acquisition | +3,837 | SEC filing |
| 2026-05-13 | ESTES SCOTT A · Director | OP Units | A — Grant, award, or other acquisition | +3,837 | SEC filing |
| 2026-05-13 | Neary Heather Leed · Director | Common Stock | A — Grant, award, or other acquisition | +3,837 | SEC filing |
| 2026-05-13 | Sautel Stephen D · Director | OP Units | A — Grant, award, or other acquisition | +2,938 | SEC filing |
| 2026-05-13 | Minich Lawrence J · Director | Common Stock | A — Grant, award, or other acquisition | +3,837 | SEC filing |
| 2026-05-13 | Smallwood Kristin L · Director | OP Units | A — Grant, award, or other acquisition | +3,837 | SEC filing |
Showing 8 of 30 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.