We are live on ! Find out more
EPRT icon

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
CBU
251
CIBC Bancorp USA
Illinois
$310K +$323K +10,203 New
Hudson Bay Capital Management
252
Hudson Bay Capital Management
Connecticut
$306K +$319K +10,080 New
P
253
&Partners
Tennessee
$304K -$135K -4,266 -30%
IWA
254
IBEX Wealth Advisors
New Jersey
$298K +$311K +9,815 New
CIBC Asset Management
255
CIBC Asset Management
Ontario, Canada
$296K
I
256
InceptionR
California
$294K +$307K +9,688 New
BWM
257
BCO Wealth Management
New Mexico
$293K
PA
258
Profund Advisors
Maryland
$291K -$138K -4,369 -31%
HFS
259
Hantz Financial Services
Michigan
$288K +$276K +8,702 +1,124%
NB
260
Norinchukin Bank
Japan
$282K +$7.57K +239 +3%
TSS
261
Two Sigma Securities
New York
$268K +$280K +8,838 New
CL
262
Choreo LLC
Illinois
$265K -$6.65K -210 -2%
UBS AM
263
UBS AM
Illinois
$260K -$36.9M -1,166,203 -99%
PCM
264
Polymer Capital Management
New York
$260K -$94K -2,968 -26%
EWA
265
EP Wealth Advisors
California
$249K -$6.46K -204 -2%
CTC
266
Cetera Trust Company
Minnesota
$249K -$25.3K -800 -9%
EGM
267
Engineers Gate Manager
New York
$249K +$260K +8,200 New
MG
268
Mather Group
Illinois
$249K +$260K +8,199 New
MYIA
269
Mount Yale Investment Advisors
Colorado
$241K +$250K +7,896 New
ECM
270
Everence Capital Management
Indiana
$237K
William Blair & Company
271
William Blair & Company
Illinois
$232K +$242K +7,640 New
BCI
272
Brinker Capital Investments
Pennsylvania
$232K -$16K -505 -6%
PAG
273
Private Advisor Group
New Jersey
$230K +$6.15K +194 +3%
Envestnet Portfolio Solutions
274
Envestnet Portfolio Solutions
Illinois
$230K +$240K +7,561 New
GHAM
275
Gilman Hill Asset Management
Connecticut
$220K +$7.92K +250 +4%