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Essential Properties Realty Trust

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
Name Holding Trade Value Shares
Change
Shares
Change %
OSAM
251
O'Shaughnessy Asset Management
Connecticut
$281K -$22.5K -705 -7%
Cambridge Investment Research Advisors
252
Cambridge Investment Research Advisors
Iowa
$280K -$52.4K -1,642 -16%
ECM
253
Evergreen Capital Management
Washington
$275K +$32.8K +1,018 +14%
LAM
254
Lifestyle Asset Management
Texas
$274K +$274K +8,580 New
DFCM
255
Dark Forest Capital Management
Puerto Rico
$264K -$137K -4,288 -34%
EI
256
Ethic Inc
New York
$263K +$37.5K +1,175 +17%
ECM
257
Everence Capital Management
Indiana
$249K
CAPTRUST Financial Advisors
258
CAPTRUST Financial Advisors
North Carolina
$249K +$1.6K +50 +0.6%
RG
259
Renaissance Group
Kentucky
$241K -$6.96K -218 -3%
FCM
260
FJ Capital Management
Virginia
$240K +$240K +7,520 New
HT
261
Headlands Technologies
Illinois
$232K +$153K +4,808 +196%
QCM
262
Quantinno Capital Management
New York
$227K +$227K +7,124 New
SFI
263
Susquehanna Fundamental Investments
Pennsylvania
$225K -$6.22M -194,947 -97%
SCM
264
Shelton Capital Management
Colorado
$211K
MGP
265
M&G plc
United Kingdom
$200K +$200K +6,262 New
C
266
Covestor
United Kingdom
$190K -$45K -1,408 -19%
KBC Group
267
KBC Group
Belgium
$185K -$72.4K -2,273 -28%
US Bancorp
268
US Bancorp
Minnesota
$175K +$13.2K +415 +8%
VIA
269
Virtus Investment Advisers
Connecticut
$169K +$17.5K +549 +12%
AAM
270
Advisors Asset Management
Colorado
$168K -$3.93K -123 -2%
Point72 Asset Management
271
Point72 Asset Management
Connecticut
$160K +$160K +5,025 New
GI
272
GAMMA Investing
California
$160K +$28.2K +885 +21%
Osaic Holdings
273
Osaic Holdings
Arizona
$155K -$339K -10,812 -69%
S
274
SignatureFD
Georgia
$127K +$10.1K +317 +9%
AIC
275
Archer Investment Corporation
Indiana
$116K