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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
CCM
276
Cullen Capital Management
New York
$216K
HWM
277
Hohimer Wealth Management
Washington
$211K +$2.98K +94 +1%
OSAM
278
O'Shaughnessy Asset Management
Connecticut
$209K +$218K +6,880 New
GM
279
GeoWealth Management
Illinois
$208K +$217K +6,863 New
AHL
280
Abel Hall LLC
Louisiana
$202K +$211K +6,662 New
GT
281
Glenmede Trust
Pennsylvania
$202K -$367K -11,576 -63%
SCM
282
Shelton Capital Management
Colorado
$201K +$210K +6,621 New
Osaic Holdings
283
Osaic Holdings
Arizona
$194K -$200K -6,322 -50%
Fifth Third Bancorp
284
Fifth Third Bancorp
Ohio
$191K +$172K +5,427 +637%
US Bancorp
285
US Bancorp
Minnesota
$189K +$37.6K +1,188 +24%
KBC Group
286
KBC Group
Belgium
$176K
AAM
287
Advisors Asset Management
Colorado
$166K +$8.02K +253 +5%
GI
288
GAMMA Investing
California
$160K +$28.9K +913 +21%
AUB
289
Atlantic Union Bankshares
Virginia
$139K
S
290
SignatureFD
Georgia
$138K +$13.4K +423 +10%
C
291
Covestor
United Kingdom
$125K -$140K -4,403 -52%
SOAMC
292
Spirit of America Management Corp
New York
$121K +$127K +4,000 New
PWPS
293
Pinnacle Wealth Planning Services
Ohio
$102K +$507 +16 +0.5%
MCA
294
McGuire Capital Advisors
Oklahoma
$102K
HI
295
Horizon Investments
North Carolina
$96.6K +$19.3K +608 +24%
Jones Financial Companies
296
Jones Financial Companies
Missouri
$94.2K +$49.8K +1,573 +103%
GFM
297
GF Fund Management
China
$91K -$9.09K -287 -9%
Rockefeller Capital Management
298
Rockefeller Capital Management
New York
$75.9K +$58.9K +1,860 +291%
SL
299
Salomon & Ludwin
Virginia
$71.4K +$30K +946 +69%
PFBT
300
Parkside Financial Bank & Trust
Missouri
$68.7K +$16.9K +532 +31%