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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 %
FRM
251
Fox Run Management
Connecticut
$314K 9,609 +9,609 New
OSAM
252
O'Shaughnessy Asset Management
Connecticut
$311K 9,522 +125 +1%
Truist Financial
253
Truist Financial
North Carolina
$304K 9,322 +152 +2%
CL
254
Choreo LLC
Illinois
$297K 9,005 +119 +1%
HFM
255
Harvest Fund Management
China
$293K 8,971 +71 +0.8%
BNP Paribas Asset Management
256
BNP Paribas Asset Management
France
$291K 8,918 +8,918 New
CTC
257
Cetera Trust Company
Minnesota
$286K 8,775 – –
NB
258
Norinchukin Bank
Japan
$283K 8,674 +933 +12%
PA
259
Profund Advisors
Maryland
$281K 8,595 -683 -7%
EWA
260
EP Wealth Advisors
California
$278K 8,512 +2,021 +31%
KBC Group
261
KBC Group
Belgium
$264K 8,085 +335 +4%
GS
262
GTS Securities
New York
$259K 7,929 +7,929 New
RG
263
Renaissance Group
Kentucky
$254K 7,783 -412 -5%
ECM
264
Everence Capital Management
Indiana
$254K 7,790 – –
CAPTRUST Financial Advisors
265
CAPTRUST Financial Advisors
North Carolina
$253K 7,752 +392 +5%
ECM
266
Evergreen Capital Management
Washington
$247K 7,511 -39 -0.5%
C
267
Covestor
United Kingdom
$240K 7,359 +210 +3%
EI
268
Ethic Inc
New York
$229K 7,055 -217 -3%
FC
269
FORA Capital
Florida
$227K 6,947 +6,947 New
ICA
270
Infrastructure Capital Advisors
New York
$226K 6,932 +6,932 New
SCM
271
Shelton Capital Management
Colorado
$216K 6,621 -257 -4%
Pathstone Holdings
272
Pathstone Holdings
New Jersey
$207K 6,296 +6,296 New
TRCT
273
Tower Research Capital (TRC)
New York
$206K 6,313 +3,707 +142%
HWM
274
Hohimer Wealth Management
Washington
$206K 6,306 +6,306 New
KP
275
Keel Point
Alabama
$206K 6,296 +6,296 New
9 10
11
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