Cohen & Steers (EPRT) discloses 38.9M-share position in Essential Properties
Rhea-AI Filing Summary
Cohen & Steers, Inc. and several wholly owned investment adviser subsidiaries report a significant ownership position in Essential Properties Realty Trust, Inc. common stock. The group is deemed to beneficially own 38,945,164 shares, representing 18.01% of the outstanding common stock.
The group has sole voting power over 31,075,979 shares and sole dispositive power over all 38,945,164 shares, with no shared voting or dispositive power. Subsidiaries including Cohen & Steers Capital Management, UK, Asia, and Ireland entities hold these securities for the benefit of their account holders, who are entitled to dividends and sale proceeds on the shares held on their behalf.
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Key Figures
Beneficial ownership: 38,945,164 shares
Percent of class: 18.01%
Sole voting power: 31,075,979 shares
+4 more
7 metrics
Beneficial ownership
38,945,164 shares
Shares of Essential Properties Realty Trust common stock beneficially owned by Cohen & Steers group
Percent of class
18.01%
Portion of Essential Properties Realty Trust common stock class beneficially owned
Sole voting power
31,075,979 shares
Shares over which Cohen & Steers group has sole power to vote or direct the vote
Sole dispositive power
38,945,164 shares
Shares over which Cohen & Steers group has sole power to dispose or direct disposition
CS Capital Management beneficial ownership
38,302,899 shares
Shares of EPRT beneficially owned by Cohen & Steers Capital Management, Inc. (17.71% of class)
CS UK Limited beneficial ownership
547,598 shares
Shares of EPRT beneficially owned by Cohen & Steers UK Limited (0.25% of class)
CS Ireland Limited beneficial ownership
94,667 shares
Shares of EPRT beneficially owned by Cohen & Steers Ireland Limited (0.04% of class)
Key Terms
beneficially owned, sole voting power, sole dispositive power, Investment Advisers Act, +1 more
5 terms
beneficially owned financial
"Amount beneficially owned: 38,945,164"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole voting power financial
"Sole power to vote or to direct the vote: 31,075,979"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
sole dispositive power financial
"Sole power to dispose or to direct the disposition of: 38,945,164"
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.
Investment Advisers Act regulatory
"investment advisors registered under Section 203 of the Investment Advisers Act"
parent holding company financial
"Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company"
FAQ
What percentage of Essential Properties Realty Trust (EPRT) does Cohen & Steers report owning?
Cohen & Steers reports beneficial ownership of 18.01% of Essential Properties Realty Trust’s common stock, representing 38,945,164 shares held across its affiliated investment adviser entities for client accounts.
Which Cohen & Steers subsidiary holds most of the EPRT stake reported?
Cohen & Steers Capital Management, Inc. reports beneficial ownership of 38,302,899 EPRT shares, or 17.71% of the class, making it the primary subsidiary holder within the Cohen & Steers group.
What type of filing did Cohen & Steers submit regarding EPRT?
Cohen & Steers submitted an Amendment No. 4 to Schedule 13G, updating its passive beneficial ownership disclosure for Essential Properties Realty Trust common stock as of the reported date.
AI-generated analysis. How Rhea-AI works. Not financial advice.