Cohen & Steers-affiliates hold 33.9M shares in Essential Properties Realty Trust (EPRT)
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G/A
Rhea-AI Filing Summary
Essential Properties Realty Trust, Inc. (EPRT) is reported as having 33,912,926 shares beneficially owned by Cohen & Steers affiliates, representing 15.68% of the outstanding common stock under CUSIP 29670E107. The filing lists 26,285,327 shares as sole power to vote and 33,912,926 as sole power to dispose. The statement clarifies these shares are held by affiliated advisory entities for the benefit of their account holders.
Positive
- None.
Negative
- None.
Key Figures
Registered class CUSIP: 29670E107
Beneficially owned: 33,912,926 shares
Percent of class: 15.68%
+2 more
5 metrics
Registered class CUSIP
29670E107
Common Stock CUSIP listed in the filing
Beneficially owned
33,912,926 shares
Amount beneficially owned as reported
Percent of class
15.68%
Percent of outstanding common stock reported
Sole voting power
26,285,327 shares
Shares with sole power to vote as reported
Sole dispositive power
33,912,926 shares
Shares with sole power to dispose as reported
Key Terms
Schedule 13G/A, beneficial ownership, sole dispositive power, CUSIP
4 terms
Schedule 13G/A regulatory
"Amendment No. 3 and the form header identifying the filing type"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
beneficial ownership regulatory
"Item 4. Ownership (a) Amount beneficially owned: 33,912,926"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
sole dispositive power financial
"Item 4. (iii) Sole power to dispose or to direct the disposition of: 33,912,926"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
CUSIP regulatory
"Item 4. Title of class of securities: Common Stock CUSIP No.: 29670E107"
A CUSIP is a nine-character alphanumeric code that uniquely identifies a U.S. or Canadian financial security—such as a stock, bond, or fund share—like a Social Security number for an investment. It matters to investors because brokers, exchanges and record-keepers use the CUSIP to match trades, track ownership, settle transactions and pull accurate records, reducing errors and ensuring money and securities go to the right place.
FAQ
What stake does Cohen & Steers hold in EPRT?
Cohen & Steers affiliates report beneficial ownership of 33,912,926 shares, representing 15.68% of EPRT. The filing attributes voting and dispositive powers to the named Cohen & Steers entities on behalf of their account holders.
Which Cohen & Steers entities are named in the Schedule 13G/A for EPRT?
The filing names Cohen & Steers, Inc.; Cohen & Steers Capital Management, Inc.; Cohen & Steers UK Ltd.; Cohen & Steers Asia Ltd.; and Cohen & Steers Ireland Ltd. as the reporting persons holding the shares for client accounts.
Are the Cohen & Steers holdings held for their own account or for clients?
The filing specifies the securities are held by the named entities for the benefit of their account holders. It states account holders have the right to receive dividends or proceeds from sales of those securities.
What CUSIP is associated with the reported EPRT holdings?
The Schedule 13G/A lists the CUSIP for Essential Properties Realty Trust common stock as 29670E107, which identifies the class of securities covered by this filing.