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Essential Properties Realty Trust

379 hedge funds and large institutions have $7.43B invested in Essential Properties Realty Trust in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 166 increasing their positions, 105 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,233% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $15K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

91% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 32

58% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 105

8% more capital invested

Capital invested by funds: $6.86B → $7.43B (+$575M)

6% more funds holding

Funds holding: 357379 (+22)

0.2% less ownership

Funds ownership: 116.68%116.49% (-0.2%)

Holders
379
Holders Change
+22
Holders Change %
+6.16%
% of All Funds
4.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
61
Increased
166
Reduced
105
Closed
32
Calls
$1.4M
Puts
$15K
Net Calls
+$1.39M
Net Calls Change
-$5.09M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
226
Commonwealth Equity Services
Massachusetts
$422K -$6.18K -195 -1%
VT
227
Vise Technologies
New York
$411K
TRCT
228
Tower Research Capital (TRC)
New York
$402K +$353K +11,133 +525%
LAM
229
Lifestyle Asset Management
Texas
$402K +$55.4K +1,747 +15%
Ensign Peak Advisors
230
Ensign Peak Advisors
Utah
$400K
SI
231
Severin Investments
Missouri
$392K +$6.46K +204 +2%
CCIA
232
Campbell & Co Investment Adviser
Maryland
$391K +$408K +12,869 New
SLAM
233
Swiss Life Asset Management
$388K +$121K +3,829 +43%
FCM
234
Fieldview Capital Management
Michigan
$364K +$32 +1 +0%
Mirae Asset Global Investments
235
Mirae Asset Global Investments
South Korea
$364K -$54.2K -1,710 -12%
PNC Financial Services Group
236
PNC Financial Services Group
Pennsylvania
$353K +$8.9K +281 +2%
Lido Advisors
237
Lido Advisors
California
$350K +$53.4K +1,684 +17%
PPW
238
Pasadena Private Wealth
California
$349K -$41.1K -1,297 -10%
BIG
239
Brooklyn Investment Group
New York
$347K +$362K +11,429 New
CGH
240
Crossmark Global Holdings
Texas
$343K
Cambridge Investment Research Advisors
241
Cambridge Investment Research Advisors
Iowa
$340K -$21.1K -666 -6%
TFS
242
Thoroughbred Financial Services
Tennessee
$340K -$15.5K -490 -4%
BNP Paribas Asset Management
243
BNP Paribas Asset Management
France
$335K +$36.3K +1,146 +12%
ECM
244
Evergreen Capital Management
Washington
$331K +$34.7K +1,094 +11%
KAS
245
Kestra Advisory Services
Texas
$328K -$35.1K -1,107 -9%
SFA
246
Sequoia Financial Advisors
Ohio
$326K +$57.4K +1,811 +20%
Cerity Partners
247
Cerity Partners
New York
$325K +$339K +10,709 New
PWP
248
Pursue Wealth Partners
California
$321K
DnB Asset Management
249
DnB Asset Management
Norway
$315K +$329K +10,369 New
GAM
250
Gotham Asset Management
New York
$312K +$325K +10,265 New