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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
HWM
276
Hohimer Wealth Management
Washington
$206K +$200K +6,306 New
KP
277
Keel Point
Alabama
$206K +$200K +6,296 New
Axa
278
Axa
France
$204K +$199K +6,253 New
LAM
279
Longboard Asset Management
Arizona
$204K +$198K +6,241 New
AAM
280
Advisors Asset Management
Colorado
$176K +$26.8K +845 +19%
JFG
281
Jefferies Financial Group
New York
$174K +$170K +5,340 New
US Bancorp
282
US Bancorp
Minnesota
$166K -$23.4K -736 -13%
CCM
283
Coldstream Capital Management
Washington
$160K +$156K +4,911 New
VIA
284
Virtus Investment Advisers
Connecticut
$155K +$151K +4,754 New
GI
285
GAMMA Investing
California
$134K +$5.81K +183 +5%
S
286
SignatureFD
Georgia
$120K -$1.68K -53 -1%
AIC
287
Archer Investment Corporation
Indiana
$119K +$116K +3,650 New
MAM
288
Morse Asset Management
Connecticut
$115K +$6.35K +200 +6%
GFM
289
GF Fund Management
China
$108K +$4.29K +135 +4%
BAMF
290
BI Asset Management Fondsmaeglerselskab
Denmark
$92K +$89.4K +2,815 New
SAM
291
Smartleaf Asset Management
Massachusetts
$81.1K +$1.05K +33 +1%
HT
292
Headlands Technologies
Illinois
$80K +$77.8K +2,452 New
PS
293
Principal Securities
Iowa
$66.8K – – –
Jones Financial Companies
294
Jones Financial Companies
Missouri
$62.9K +$23.7K +748 +63%
CIBC Private Wealth Group
295
CIBC Private Wealth Group
Georgia
$58.5K +$1.78K +56 +3%
HWA
296
Heritage Wealth Advisors
Virginia
$50.6K – – –
FC
297
Franchise Capital
Cayman Islands
$42K +$40.9K +1,287 New
QL
298
Quarry LP
New York
$41.6K -$5.56K -175 -12%
VCM
299
Versant Capital Management
Arizona
$39.5K – – –
Carson Wealth (CWM LLC)
300
Carson Wealth (CWM LLC)
Nebraska
$38K +$794 +25 +2%
10 11
12
13 14

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.