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The company

Essential Properties Realty Trust, Inc.

EPRT · NYSE

Real EstateREITsNot moving yet

EPRT stood above a rising 150-day average in 11 of the last 52 weekly readings, and has been out of that trend for the last 12 weeks. It is 15.6% below that average now. REITs: 10% of its 169 stocks in an uptrend (−13 points in four weeks); Real Estate: 9% (−15 points in four weeks).

Statistics

Rotation
Not moving yet
Weeks in an uptrend
out for 12
Industry in uptrend
10% -13 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$3.1M
Officials’ trades on record
1
Institutions holding
345 (+6)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 11 of 52 weeks.

20 Apr – 19 Oct
11%33%55%Apr 26Jun 26Jul 26Sep 26Oct 26

REITs: Few of its stocks are in an uptrend and the share has fallen sharply over four weeks. Real Estate: Few of its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$2.4M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

1 disclosed lines: House 1, Senate 0, executive 0; 1 people.

WhoDidAmountTraded
Daniel S. Goldman House: U.S. House ClerkNY10sold$15k–$50k12 Jul 2023filed 13 Aug 2023

Insiders

Buy orders, 12 months0
Sale orders, 12 months3
Buyers · sellers0 · 3
WhoDidSharesTraded
Robert M. JenkinsExecutive VP and COOsold22,000at $32.2224 Jul 2026filed 28 Jul 2026
A. Joseph PeilExecutive VP and CIOsold19,657at $32.1020 Mar 2026filed 23 Mar 2026
Robert Webb SalisburyExecutive VP and CFOsold5,851at $31.8820 Mar 2026filed 23 Mar 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders345+6 on the quarter
New · exited53 · 48
Reported value$6.4B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BlackRock, Inc.added · filed 7 Aug 202639,636,617$1.2B+2,370,798+6.4%
VANGUARD PORTFOLIO MANAGEMENT LLCnew · filed 13 Aug 202621,247,170$634.2M+21,247,170
STATE STREET CORPadded · filed 7 Aug 202612,083,687$364.5M+616,120+5.4%
VANGUARD CAPITAL MANAGEMENT LLCnew · filed 13 Aug 20269,730,422$290.5M+9,730,422
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 20266,240,518$186.3M+673,121+12.1%
MASSACHUSETTS FINANCIAL SERVICES COadded · filed 3 Aug 20265,430,505$166.7M+433,831+8.7%
Invesco Ltd.reduced · filed 14 Aug 20265,351,515$159.7M-322,599−5.7%
WELLINGTON MANAGEMENT GROUP LLPreduced · filed 14 Aug 20265,335,415$159.3M-2,952,976−35.6%
Daiwa Securities Group Inc.reduced · filed 31 Jul 20265,189,719$154.9M-93,389−1.8%
TWO SIGMA INVESTMENTS, LPreduced · filed 14 Aug 20264,822,946$144.0M-363,042−7.0%
31 Mar 2023 – 30 Jun 2026
199270340Mar 23Dec 23Dec 24Sep 25Jun 26

Everyone who traded it

Peter M. Mavoides Company insiderCEO · last 14 Oct 20263 · 29
Robert M. Jenkins Company insiderPresident and COO · last 14 Oct 20260 · 2
Timothy J. Earnshaw Company insiderSVP, CAO & Treasurer · last 14 Oct 20262 · 2
Craig J. Vachris Company insiderExecutive VP and CIO · last 15 Sep 20260 · 0
Robert Webb Salisbury Company insiderExecutive VP, CFO and CSO · last 9 Sep 20260 · 1
A. Joseph Peil Company insiderExecutive VP and CIO · last 14 Jul 20260 · 2
Heather Leed Neary Company insiderDirector · last 13 May 20261 · 0
Janaki Sivanesan Company insiderDirector · last 13 May 20260 · 0
Joyce DeLucca Company insiderDirector · last 13 May 20260 · 0
Kristin L. Smallwood Company insiderDirector · last 13 May 20260 · 0
Lawrence J. Minich Company insiderDirector · last 13 May 20264 · 0
Scott A. Estes Company insiderDirector · last 13 May 20262 · 0

Same industry

CXW CoreCivicLeading+9%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Operating profit marginFY 2025 · to 31 Dec 202564.1%
Cash conversionFY 2025 · to 31 Dec 2025151%
Debt to equityFY 2025 · to 31 Dec 20250.60×
Dividend growthFY 2025 · to 31 Dec 20253.3%
Share count trendFY 2025 · to 11 Feb 20260.1%
Cash and equivalentsFY 2025 · to 31 Dec 2025$60.2M

Analyst forecasts

No analyst forecasts yet.