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Essential Properties Realty Trust
EPRT

Overview Fund Activity

346 hedge funds and large institutions have $6.88B invested in Essential Properties Realty Trust in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 162 increasing their positions, 103 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
-7
Holders Change %
-1.98%
% of All Funds
4.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
43
Increased
162
Reduced
103
Closed
41
Calls
$1.57M
Puts
$13K
Net Calls
+$1.56M
Net Calls Change
+$29K

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.17B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$950M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$37.8M
4
State Street
4
State Street
Massachusetts
$358M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$39.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$9.5M
2
UBS AM
2
UBS AM
Illinois
$6.81M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$129M
4
Prudential Financial
4
Prudential Financial
New Jersey
$64.1M
5
SSA
5
Schonfeld Strategic Advisors
New York
$5.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mirae Asset Global Investments
226
Mirae Asset Global Investments
South Korea
$398K +$19.7K +618 +5%
Mackenzie Financial
227
Mackenzie Financial
Ontario, Canada
$386K +$14.6K +456 +4%
TFS
228
Thoroughbred Financial Services
Tennessee
$381K -$45.5K -1,430 -11%
Janney Montgomery Scott
229
Janney Montgomery Scott
Pennsylvania
$370K -$25.6K -801 -6%
FDCDDQ
230
Federation des caisses Desjardins du Quebec
Quebec, Canada
$364K +$364K +11,404 New
CGH
231
Crossmark Global Holdings
Texas
$361K +$1.72K +54 +0.5%
PNC Financial Services Group
232
PNC Financial Services Group
Pennsylvania
$350K +$5.65K +177 +2%
PA
233
PharVision Advisers
Florida
$347K +$347K +10,860 New
PWP
234
Pursue Wealth Partners
California
$337K – – –
Lido Advisors
235
Lido Advisors
California
$329K -$33.9K -1,053 -9%
KPWS
236
Kestra Private Wealth Services
Texas
$329K -$279K -8,747 -46%
BNP Paribas Asset Management
237
BNP Paribas Asset Management
France
$329K +$44.5K +1,396 +16%
NSEDCP
238
NJ State Employees Deferred Compensation Plan
New Jersey
$319K – – –
Cetera Investment Advisers
239
Cetera Investment Advisers
Illinois
$318K +$6.51K +204 +2%
Los Angeles Capital Management
240
Los Angeles Capital Management
California
$315K – – –
PA
241
Profund Advisors
Maryland
$314K +$40.2K +1,260 +15%
VF
242
Virtu Financial
New York
$309K +$309K +9,680 New
BWM
243
BCO Wealth Management
New Mexico
$308K – – –
NB
244
Norinchukin Bank
Japan
$300K +$23.6K +739 +9%
BCI
245
Brinker Capital Investments
Pennsylvania
$294K -$22.4K -702 -7%
EWA
246
EP Wealth Advisors
California
$292K +$20.2K +632 +7%
CL
247
Choreo LLC
Illinois
$289K -$1.29K -40 -0.4%
Cerity Partners
248
Cerity Partners
New York
$287K -$36K -1,129 -11%
CTC
249
Cetera Trust Company
Minnesota
$286K +$6.38K +200 +2%
AIM
250
Aigen Investment Management
New York
$282K +$282K +8,852 New
8 9
10
11 12