Welcome to our dedicated page for ESSENTIAL PROPERTIES REALTY TRUST SEC filings (Ticker: EPRT), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Essential Properties Realty Trust filings document the formal disclosures of an internally managed net lease REIT focused on primarily single-tenant properties leased to service-oriented and experience-based businesses. Its 8-K reports furnish quarterly earnings releases, investor presentations and supplemental information covering operating results, portfolio activity, leverage, liquidity and REIT performance measures.
The company’s filings also record common stock offerings, underwriting and forward sale agreements, dividend declarations, Regulation FD materials, and governance disclosures. Proxy materials address board matters, shareholder voting, executive compensation and related governance practices, while material-event amendments cover executive employment arrangements and other corporate updates.
Cohen & Steers has reported a significant institutional position in Essential Properties Realty Trust, Inc. (EPRT). As of 12/31/2025, Cohen & Steers, Inc. beneficially owned 18,659,157 shares of EPRT common stock, representing 9.42% of the outstanding class.
The firm had sole voting power over 13,054,951 shares and sole dispositive power over all 18,659,157 shares, with no shared voting or dispositive authority. The stake is held through affiliated entities, including Cohen & Steers Capital Management, UK, Asia, and Ireland units, for the benefit of underlying account holders. Cohen & Steers certifies the shares are held in the ordinary course of business and not for the purpose of changing or influencing control of EPRT.
Essential Properties Realty Trust, Inc. Executive VP and COO Robert M. Jenkins reported equity compensation-related stock transactions. On 02/10/2026 he acquired 34,165 shares of common stock at $0 as part of a 2023 performance-based restricted stock unit award. Half of this award vested immediately upon achievement of performance criteria, and the remaining half is scheduled to vest on December 31, 2026, contingent on continued service. On the same day, 8,738 shares at $31.91 were withheld to cover tax obligations, leaving him with 55,827 shares of common stock directly owned.
Essential Properties Realty Trust executive Peil A Joseph reported equity compensation activity. On 02/10/2026, he acquired 34,165 shares of common stock at $0 under performance-based restricted stock units granted in 2023. Half of this award vested immediately, and the remaining 50% is scheduled to vest on December 31, 2026, contingent on continued service.
On the same date, 8,738 shares were disposed of at $31.91 per share to cover tax obligations, leaving him with 96,182 shares of common stock held directly after these transactions.
Essential Properties Realty Trust insider activity: SVP, CAO & Treasurer Timothy J. Earnshaw acquired 18,449 shares of common stock on February 10, 2026 through a performance-based restricted stock unit award, at a stated price of $0 per share.
The filing notes these shares were earned after meeting 2023 performance criteria, with 50% vesting immediately and the remaining 50% scheduled to vest on December 31, 2026, subject to continued service. On the same date, 3,128 shares were disposed of at $31.91 per share to cover tax obligations, leaving Earnshaw with 71,260 directly owned shares.
ESSENTIAL PROPERTIES REALTY TRUST, INC.’s President and CEO, Peter M. Mavoides, reported stock-based compensation activity involving the company’s common stock.
On February 10, 2026, he acquired 239,180 shares and 164,936 shares at $0 per share upon achievement of performance goals tied to awards granted in 2023 and 2022. For each award, 50% of the shares vested immediately after certification of performance, while the remaining 50% is scheduled to vest on December 31, 2026 and January 5, 2027, subject to continued service.
The filing also shows a disposition of 103,353 shares at $31.91 per share coded as a tax-withholding transaction, used to satisfy tax liabilities upon vesting. After these transactions, Mavoides directly owned 633,517 shares of Essential Properties common stock.
Essential Properties Realty Trust, Inc. reports another year of growth as a net-lease REIT focused on single-tenant, service-oriented and experience-based properties leased to middle‑market operators.
As of December 31, 2025, the portfolio comprised 2,300 properties across 48 states, 99.7% occupied, generating annualized base rent of $555.0 million, with no tenant over 3.4% of rent and a weighted average remaining lease term of 14.4 years.
In 2025 the company completed $1.3 billion of investments in 270 properties (including $94.7 million of mortgage loans), bringing total gross real estate investment (including mortgage loans) to $7.2 billion, funded partly by equity issuances and debt.
Net income for 2025 was $253.7 million, with EBITDAre of $512.7 million, Annualized Adjusted EBITDAre of $562.4 million and net debt of $2.5 billion, resulting in net debt to Annualized Adjusted EBITDAre of 4.4x.
Liquidity totaled $1.4 billion, including cash, revolver capacity and forward equity; the Board declared 2025 common dividends of $1.205 per share.
Essential Properties Realty Trust, Inc. reported strong fourth-quarter and full-year 2025 results and raised its 2026 outlook. Fourth-quarter net income per share rose 13% to $0.34, while AFFO per share increased 9% to $0.49. For 2025, net income per share grew 11% to $1.28 and diluted AFFO per share rose 9% to $1.89, supported by $1.3 billion of investments at a 7.9% weighted average cash cap rate and $130.1 million of dispositions at a 7.0% cap rate. The company increased its 2026 fully diluted AFFO guidance to a range of $1.99 to $2.04 per share, assuming $1.0–$1.4 billion of investment volume. As of December 31, 2025, the portfolio comprised 2,300 properties, 99.7% leased, with a 14.4-year weighted average lease term and 3.6x average unit-level rent coverage. Leverage remained moderate with net debt at 4.4x annualized Adjusted EBITDAre, or 3.8x pro forma for unsettled forward equity, and total available liquidity of about $1.4 billion.
Essential Properties Realty Trust, Inc. received an updated ownership report showing that investment firm Cohen & Steers and its affiliates beneficially own 20,744,039 shares of the company’s common stock, representing 10.47% of the class as of January 31, 2026.
Cohen & Steers has sole voting power over 13,876,590 shares and sole dispositive power over all 20,744,039 shares. The shares are held by Cohen & Steers investment advisory subsidiaries for the benefit of their account holders, who are entitled to dividends and sale proceeds. The filing states the position is held in the ordinary course of business and not for the purpose of changing or influencing control of Essential Properties.
ESSENTIAL PROPERTIES REALTY TRUST, INC. executive reports share disposition. On 01/20/2026, SVP, CAO & Treasurer Timothy J. Earnshaw reported a Form 4 transaction in the company’s common stock. The filing shows a disposition of 4,191 shares at a price of $29.96 per share, reported under transaction code "F." After this transaction, he directly owned 55,939 common shares.
Essential Properties Realty Trust, Inc. Executive VP and COO Robert M. Jenkins reported a disposition of 5,152 shares of common stock. The transaction occurred on January 20, 2026 at a reported price of $30.09 per share, coded as transaction type "F" in the filing. Following this transaction, Jenkins directly beneficially owned 30,400 shares of the company’s common stock. The filing indicates the form was filed for one reporting person and reflects his role as Executive Vice President and Chief Operating Officer.