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SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 |
SCHEDULE 13G/A
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UNDER THE SECURITIES EXCHANGE ACT OF 1934
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(Amendment No. 4)*
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Essential Properties Realty Trust, Inc. (Name of Issuer) |
Common Stock (Title of Class of Securities) |
29670E107 (CUSIP Number) |
12/31/2024 (Date of Event Which Requires Filing of this Statement) |
| CUSIP No. | 29670E107 |
| 1 |
Names of Reporting Persons
Wellington Management Group LLP |
| 2 |
Check the appropriate box if a member of a Group (see instructions)
☐ (a) ☐ (b) |
| 3 | SEC Use Only |
| 4 |
Citizenship or Place of Organization
MASSACHUSETTS
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| Number of Shares Beneficially Owned by Each Reporting Person With: | 5
Sole Voting Power:
0.00 6
Shared Voting Power:
7,225,601.00 7
Sole Dispositive Power:
0.00 8
Shared Dispositive Power:
8,462,184.00 |
| 9 |
Aggregate Amount Beneficially Owned by Each Reporting Person
8,462,184.00 |
| 10 |
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
☐ |
| 11 |
Percent of class represented by amount in row (9)
4.8 % |
| 12 |
Type of Reporting Person (See Instructions)
HC |
| CUSIP No. | 29670E107 |
| 1 |
Names of Reporting Persons
Wellington Group Holdings LLP |
| 2 |
Check the appropriate box if a member of a Group (see instructions)
☐ (a) ☐ (b) |
| 3 | SEC Use Only |
| 4 |
Citizenship or Place of Organization
DELAWARE
|
| Number of Shares Beneficially Owned by Each Reporting Person With: | 5
Sole Voting Power:
0.00 6
Shared Voting Power:
7,225,601.00 7
Sole Dispositive Power:
0.00 8
Shared Dispositive Power:
8,462,184.00 |
| 9 |
Aggregate Amount Beneficially Owned by Each Reporting Person
8,462,184.00 |
| 10 |
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
☐ |
| 11 |
Percent of class represented by amount in row (9)
4.8 % |
| 12 |
Type of Reporting Person (See Instructions)
HC |
| CUSIP No. | 29670E107 |
| 1 |
Names of Reporting Persons
Wellington Investment Advisors Holdings LLP |
| 2 |
Check the appropriate box if a member of a Group (see instructions)
☐ (a) ☐ (b) |
| 3 | SEC Use Only |
| 4 |
Citizenship or Place of Organization
DELAWARE
|
| Number of Shares Beneficially Owned by Each Reporting Person With: | 5
Sole Voting Power:
0.00 6
Shared Voting Power:
7,225,601.00 7
Sole Dispositive Power:
0.00 8
Shared Dispositive Power:
8,462,184.00 |
| 9 |
Aggregate Amount Beneficially Owned by Each Reporting Person
8,462,184.00 |
| 10 |
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
☐ |
| 11 |
Percent of class represented by amount in row (9)
4.8 % |
| 12 |
Type of Reporting Person (See Instructions)
HC |
| Item 1. | ||
| (a) |
Name of issuer:
Essential Properties Realty Trust, Inc. | |
| (b) |
Address of issuer's principal executive offices:
902 Carnegie Center Blvd, Suite 520, Princeton NJ 08540 | |
| Item 2. | ||
| (a) |
Name of person filing:
Wellington Management Group LLP
Wellington Group Holdings LLP
Wellington Investment Advisors Holdings LLP
| |
| (b) |
Address or principal business office or, if none, residence:
c/o Wellington Management Company LLP, 280 Congress Street, Boston MA 02210 | |
| (c) |
Citizenship:
Wellington Management Group LLP - Massachusetts
Wellington Group Holdings LLP - Delaware
Wellington Investment Advisors Holdings LLP - Delaware | |
| (d) |
Title of class of securities:
Common Stock | |
| (e) |
CUSIP No.:
29670E107 | |
| Item 3. | If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a: | |
| (a) | ☐ Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o); | |
| (b) | ☐ Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c); | |
| (c) | ☐ Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c); | |
| (d) | ☐ Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8); | |
| (e) | ☐ An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E); | |
| (f) | ☐ An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F); | |
| (g) | ☐ A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G); | |
| (h) | ☐ A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813); | |
| (i) | ☐ A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3); | |
| (j) | ☐ A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution: | |
| (k) | ☐ Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K). | |
| Item 4. | Ownership | |
| (a) |
Amount beneficially owned:
See the responses to Item 9 on the attached cover pages. | |
| (b) |
Percent of class:
4.83 %
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| (c) |
Number of shares as to which the person has:
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(i) Sole power to vote or to direct the vote:
0 | ||
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(ii) Shared power to vote or to direct the vote:
See the responses to Item 6 on the attached cover pages. | ||
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(iii) Sole power to dispose or to direct the disposition of:
0 | ||
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(iv) Shared power to dispose or to direct the disposition of:
See the responses to Item 8 on the attached cover pages. | ||
| Item 5. | Ownership of 5 Percent or Less of a Class. | |
☒
Ownership of 5 percent or less of a class
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| Item 6. | Ownership of more than 5 Percent on Behalf of Another Person. | |
If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required.
The securities as to which this Schedule is filed are owned of record by clients of one or more investment advisers identified in Item 7 directly or indirectly owned by Wellington Management Group LLP. Those clients have the right to receive, or the power to direct the receipt of, dividends from, or the proceeds from the sale of, such securities. No such client is known to have such right or power with respect to more than five percent of this class of securities, except as follows:
Not Applicable.
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| Item 7. | Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person. | |
If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary.
Pursuant to the instructions in Item 7 of Schedule 13G, the following lists the identity and Item 3 classification of each relevant entity that beneficially owns shares of the security class being reported on this Schedule 13G.
Wellington Group Holdings LLP - HC
Wellington Investment Advisors LLP - HC
Wellington Management Global Holdings, Ltd. - HC
One or more of the following investment advisers (the "Wellington Investment Advisers"):
Wellington Management Company LLP - IA
Wellington Management Canada LLC - IA
Wellington Management Singapore Pte Ltd - IA
Wellington Management Hong Kong Ltd - IA
Wellington Management International Ltd - IA
Wellington Management Japan Pte Ltd - IA
Wellington Management Australia Pty Ltd - IA
The securities as to which this Schedule is filed by Wellington Management Group LLP, as parent holding company of certain holding companies and the Wellington Investment Advisers, are owned of record by clients of the Wellington Investment Advisers. Wellington Investment Advisors Holdings LLP controls directly, or indirectly through Wellington Management Global Holdings, Ltd., the Wellington Investment Advisers. Wellington Investment Advisors Holdings LLP is owned by Wellington Group Holdings LLP. Wellington Group Holdings LLP is owned by Wellington Management Group LLP.
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| Item 8. | Identification and Classification of Members of the Group. | |
Not Applicable
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| Item 9. | Notice of Dissolution of Group. | |
Not Applicable
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| Item 10. | Certifications: |
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11. |
| SIGNATURE | |
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
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Wellington Management Group LLP |
| Signature: | Taisia Lowe | |
| Name/Title: | Regulatory Analyst | |
| Date: | 02/10/2025 |
Wellington Group Holdings LLP |
| Signature: | Taisia Lowe | |
| Name/Title: | Regulatory Analyst | |
| Date: | 02/10/2025 |
Wellington Investment Advisors Holdings LLP |
| Signature: | Taisia Lowe | |
| Name/Title: | Regulatory Analyst | |
| Date: | 02/10/2025 |
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The undersigned hereby agree that this Schedule 13G (the “Schedule 13G”)
with respect to the common stock of Essential Properties Realty Trust, Inc. is,
and any additional
amendment thereto signed by each of the undersigned shall be, filed on
behalf of each undersigned pursuant to and in accordance with the
provisions of 13d-1(k) under the Securities Exchange Act of 1934,
as amended, and that all subsequent amendments to the Schedule 13G
shall be filed on behalf of each of the undersigned without the necessity
of filing additional joint filing agreements. The undersigned acknowledge
that each shall be responsible for the timely filing of such amendments,
and for the completeness and accuracy of the information concerning it
contained therein, but shall not be responsible for the completeness and
accuracy of the information concerning the other, except to the extent that
it knows or has reason to believe that such information is inaccurate. It is
understood and agreed that the joint filing of the Schedule 13G shall not be
construed as an admission that the persons named herein constitute a group for
purposes of Regulation 13D-G of the Securities Exchange Act of 1934, nor is a
joint venture for purposes of the Investment Company Act of 1940.
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By: Wellington Management Group LLP |
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By: /s/ Taisia Lowe |
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Name: Taisia Lowe |
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Title: Regulatory Analyst |
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Date: February 10,2025 |
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By:
Wellington Group Holdings LLP |
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By: /s/
Taisia Lowe |
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Name:
Taisia Lowe |
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Title:
Regulatory Analyst |
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Date: February 10,2025 |
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By:
Wellington Investment Advisors Holdings LLP |
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By: /s/
Taisia Lowe |
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Name:
Taisia Lowe |
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Title:
Regulatory Analyst |
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Date: February 10,2025 |
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