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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.

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 Market Value Shares Shares
Change
Shares
Change %
QL
276
Quarry LP
New York
$114K 3,586 +2,310 +181%
GFM
277
GF Fund Management
China
$110K 3,457 +136 +4%
MYIA
278
Mount Yale Investment Advisors
Colorado
$108K 3,379 +3,379 New
MAM
279
Morse Asset Management
Connecticut
$106K 3,325 -200 -6%
HFM
280
Harvest Fund Management
China
$96K 3,021 -5,950 -66%
PS
281
Principal Securities
Iowa
$95.5K 2,994 +860 +40%
CSS
282
Cubist Systematic Strategies
Connecticut
$74.2K 2,325 +2,325 New
SAM
283
Smartleaf Asset Management
Massachusetts
$73.2K 2,292 -197 -8%
CIBC Private Wealth Group
284
CIBC Private Wealth Group
Georgia
$66.9K 2,098 +42 +2%
Jones Financial Companies
285
Jones Financial Companies
Missouri
$66.4K 2,081 +153 +8%
HWA
286
Heritage Wealth Advisors
Virginia
$49.5K 1,550
CIAM
287
Caitong International Asset Management
Hong Kong
$44.4K 1,391 +1,391 New
Carson Wealth (CWM LLC)
288
Carson Wealth (CWM LLC)
Nebraska
$44K 1,385 +221 +19%
FC
289
Franchise Capital
Cayman Islands
$41.1K 1,287
VCM
290
Versant Capital Management
Arizona
$38.6K 1,211
FFA
291
Farther Finance Advisors
California
$36.1K 1,132 -5 -0.4%
CI Investments Inc
292
CI Investments Inc
Ontario, Canada
$34K 1,052 +375 +55%
Fifth Third Bancorp
293
Fifth Third Bancorp
Ohio
$30.2K 946 +89 +10%
MPWT
294
MassMutual Private Wealth & Trust
Connecticut
$29.5K 923 -27 -3%
CWM
295
Crowley Wealth Management
Delaware
$28.1K 880
ADL
296
Asset Dedication LLC
California
$27.7K 867
TPWA
297
Twin Peaks Wealth Advisors
California
$26.5K 876 +876 New
UB
298
UMB Bank
Missouri
$26K 816 +148 +22%
TPCW
299
TD Private Client Wealth
New York
$24.8K 778 +778 New
BIG
300
Brooklyn Investment Group
New York
$21.5K 673 +568 +541%