9 institutions reported holding $3.9M of Essential Properties Realty Trust Inc (EPRT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Pensionfund DSM Netherlands ($1.8M), Hennion & Walsh Asset Management, Inc. ($1.0M), Pensionfund Sabic ($881,000), GAMMA Investing LLC ($127,280), Versant Capital Management, Inc ($42,029). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Pensionfund DSM Netherlands | $1.8M | 60,500 | Hold |
| 2 | Hennion & Walsh Asset Management, Inc. | $1.0M | 34,903 | Trimmed |
| 3 | Pensionfund Sabic | $881,000 | 29,500 | Added |
| 4 | GAMMA Investing LLC | $127,280 | 4,264 | Trimmed |
| 5 | Versant Capital Management, Inc | $42,029 | 1,408 | Trimmed |
| 6 | MassMutual Private Wealth & Trust, FSB | $27,104 | 908 | Hold |
| 7 | HARBOR INVESTMENT ADVISORY, LLC | $7,731 | 259 | Hold |
| 8 | Noble Wealth Management PBC | $3,075 | 103 | New |
| 9 | Cedar Mountain Advisors, LLC | $567 | 19 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30