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Essential Properties Realty Trust
EPRT

Overview Fund Activity

353 hedge funds and large institutions have $6.85B invested in Essential Properties Realty Trust in 2025 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 145 increasing their positions, 98 reducing their positions, and 31 closing their positions.

Holders
353
Holders Change
+24
Holders Change %
+7.29%
% of All Funds
4.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
57
Increased
145
Reduced
98
Closed
31
Calls
$1.82M
Puts
$293K
Net Calls
+$1.53M
Net Calls Change
-$141K

Top Buyers

1
PI
1
PGGM Investments
Netherlands
$93.8M
2
Cohen & Steers
2
Cohen & Steers
New York
$280M
3
Invesco
3
Invesco
Georgia
$231M
4
Citadel Advisors
4
Citadel Advisors
Florida
$126M
5
NL
5
Nuveen LLC
North Carolina
$59.5M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$9.11M
3
Prudential Financial
3
Prudential Financial
New Jersey
$86.4M
4
ECM
4
ExodusPoint Capital Management
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$161M
Name Market Value Shares Shares
Change 		Shares
Change %
EC
226
EntryPoint Capital
New York
$447K 13,700 +13,700 New
TFS
227
Thoroughbred Financial Services
Tennessee
$437K 13,395 – –
DFCM
228
Dark Forest Capital Management
Puerto Rico
$410K 12,559 +12,559 New
Janney Montgomery Scott
229
Janney Montgomery Scott
Pennsylvania
$405K 12,398 -13 -0.1%
Creative Planning
230
Creative Planning
Kansas
$390K 11,942 -1,245 -9%
CCIA
231
Campbell & Co Investment Adviser
Maryland
$389K 11,905 +11,905 New
PCM
232
Polymer Capital Management
New York
$387K 11,868 +11,868 New
Mirae Asset Global Investments
233
Mirae Asset Global Investments
South Korea
$387K 11,861 -316 -3%
Mackenzie Financial
234
Mackenzie Financial
Ontario, Canada
$380K 11,638 -32,632 -74%
Lido Advisors
235
Lido Advisors
California
$371K 11,278 -106,962 -90%
CGH
236
Crossmark Global Holdings
Texas
$367K 11,257 -89 -0.8%
PMA
237
Prudent Man Advisors
Illinois
$365K 11,196 – –
USAA
238
United Services Automobile Association
Texas
$365K 11,183 – –
BCM
239
Bayesian Capital Management
New York
$362K 11,100 +11,100 New
PNC Financial Services Group
240
PNC Financial Services Group
Pennsylvania
$352K 10,778 +419 +4%
CAM
241
Cresset Asset Management
Illinois
$349K 10,609 +426 +4%
PWP
242
Pursue Wealth Partners
California
$345K 10,560 – –
Cambridge Investment Research Advisors
243
Cambridge Investment Research Advisors
Iowa
$340K 10,409 -9,661 -48%
Cerity Partners
244
Cerity Partners
New York
$330K 10,109 -7,756 -43%
NSEDCP
245
NJ State Employees Deferred Compensation Plan
New Jersey
$326K 10,000 – –
BCI
246
Brinker Capital Investments
Pennsylvania
$323K 9,910 -317 -3%
OPS
247
Orion Portfolio Solutions
Nebraska
$323K 9,910 -317 -3%
Los Angeles Capital Management
248
Los Angeles Capital Management
California
$322K 9,871 – –
Cetera Investment Advisers
249
Cetera Investment Advisers
Illinois
$319K 9,766 +9,766 New
BWM
250
BCO Wealth Management
New Mexico
$315K 9,650 – –
8 9
10
11 12