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Essential Properties Realty Trust
EPRT

355 hedge funds and large institutions have $6.92B invested in Essential Properties Realty Trust in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 147 increasing their positions, 100 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

522% more call options, than puts

Call options by funds: $1.82M | Put options by funds: $293K

80% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 30

47% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 100

11% more capital invested

Capital invested by funds: $6.22B → $6.92B (+$698M)

7% more funds holding

Funds holding: 332 → 355 (+23)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5.22% less ownership

Funds ownership: 113.4% → 108.18% (-5.2%)

Holders
355
Holders Change
+23
Holders Change %
+6.93%
% of All Funds
4.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
54
Increased
147
Reduced
100
Closed
30
Calls
$1.82M
Puts
$293K
Net Calls
+$1.53M
Net Calls Change
-$141K

Top Buyers

Rank Fund Capital Flow
1
PI
PGGM Investments
Netherlands
+$91.2M
2
Cohen & Steers
Cohen & Steers
New York
+$84.7M
3
Invesco
Invesco
Georgia
+$76.5M
4
Citadel Advisors
Citadel Advisors
Florida
+$67.7M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$37.4M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$57.8M
2
Prudential Financial
Prudential Financial
New Jersey
-$31.1M
3
ECM
ExodusPoint Capital Management
New York
-$29.9M
4
RC
Resolution Capital
Australia
-$23.5M
5
Morgan Stanley
Morgan Stanley
New York
-$23.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
251
Cetera Investment Advisers
Illinois
$319K +$310K +9,766 New
BWM
252
BCO Wealth Management
New Mexico
$315K – – –
FRM
253
Fox Run Management
Connecticut
$314K +$305K +9,609 New
OSAM
254
O'Shaughnessy Asset Management
Connecticut
$311K +$3.97K +125 +1%
Truist Financial
255
Truist Financial
North Carolina
$304K +$4.83K +152 +2%
CL
256
Choreo LLC
Illinois
$297K +$3.78K +119 +1%
HFM
257
Harvest Fund Management
China
$293K +$2.25K +71 +0.8%
BNP Paribas Asset Management
258
BNP Paribas Asset Management
France
$291K +$283K +8,918 New
CTC
259
Cetera Trust Company
Minnesota
$286K – – –
NB
260
Norinchukin Bank
Japan
$283K +$29.6K +933 +12%
PA
261
Profund Advisors
Maryland
$281K -$21.7K -683 -7%
EWA
262
EP Wealth Advisors
California
$278K +$64.2K +2,021 +31%
KBC Group
263
KBC Group
Belgium
$264K +$10.6K +335 +4%
GS
264
GTS Securities
New York
$259K +$252K +7,929 New
RG
265
Renaissance Group
Kentucky
$254K -$13.1K -412 -5%
ECM
266
Everence Capital Management
Indiana
$254K – – –
CAPTRUST Financial Advisors
267
CAPTRUST Financial Advisors
North Carolina
$253K +$12.4K +392 +5%
ECM
268
Evergreen Capital Management
Washington
$247K -$1.24K -39 -0.5%
C
269
Covestor
United Kingdom
$240K +$6.67K +210 +3%
EI
270
Ethic Inc
New York
$229K -$6.89K -217 -3%
FC
271
FORA Capital
Florida
$227K +$221K +6,947 New
ICA
272
Infrastructure Capital Advisors
New York
$226K +$220K +6,932 New
SCM
273
Shelton Capital Management
Colorado
$216K -$8.16K -257 -4%
Pathstone Holdings
274
Pathstone Holdings
New Jersey
$207K +$200K +6,296 New
TRCT
275
Tower Research Capital (TRC)
New York
$206K +$118K +3,707 +142%
9 10
11
12 13

EPRT Hedge Fund Activity: Q1 2025 in Review

355 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Essential Properties Realty Trust (EPRT) for Q1 2025, worth a combined $6.92B — up 11% from $6.22B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new EPRT positions and 30 closed out — a net gain of 24 holders — while 147 added to existing stakes and 100 trimmed.

The largest buyer was PGGM Investments, opening a new position worth an estimated $91.2M. The largest seller was Bank of Montreal, cutting an estimated $57.8M.

  • 355 institutional investors held Essential Properties Realty Trust (EPRT) as of Q1 2025, up from 332 in Q4 2024.
  • Funds reported $6.92B of Essential Properties Realty Trust stock for Q1 2025, up 11% quarter-over-quarter.
  • 54 funds opened new Essential Properties Realty Trust positions in Q1 2025 and 30 closed out, a net change of +24 holders.
  • The largest Essential Properties Realty Trust buyer in Q1 2025 was PGGM Investments, an estimated $91.2M added.
  • The largest Essential Properties Realty Trust seller in Q1 2025 was Bank of Montreal, an estimated $57.8M sold.

Based on aggregated 13F filings for Q1 2025.