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Essential Properties Realty Trust

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
Name Market Value Shares Shares
Change
Shares
Change %
Axa
276
Axa
France
$204K 6,253 +6,253 New
LAM
277
Longboard Asset Management
Arizona
$204K 6,241 +6,241 New
AAM
278
Advisors Asset Management
Colorado
$176K 5,395 +845 +19%
JFG
279
Jefferies Financial Group
New York
$174K 5,340 +5,340 New
US Bancorp
280
US Bancorp
Minnesota
$166K 5,071 -736 -13%
CCM
281
Coldstream Capital Management
Washington
$160K 4,911 +4,911 New
VIA
282
Virtus Investment Advisers
Connecticut
$155K 4,754 +4,754 New
GI
283
GAMMA Investing
California
$134K 4,118 +183 +5%
S
284
SignatureFD
Georgia
$120K 3,664 -53 -1%
AIC
285
Archer Investment Corporation
Indiana
$119K 3,650 +3,650 New
MAM
286
Morse Asset Management
Connecticut
$115K 3,525 +200 +6%
GFM
287
GF Fund Management
China
$108K 3,321 +135 +4%
BAMF
288
BI Asset Management Fondsmaeglerselskab
Denmark
$92K 2,815 +2,815 New
SAM
289
Smartleaf Asset Management
Massachusetts
$81.1K 2,489 +33 +1%
HT
290
Headlands Technologies
Illinois
$80K 2,452 +2,452 New
PS
291
Principal Securities
Iowa
$66.8K 2,134
Jones Financial Companies
292
Jones Financial Companies
Missouri
$62.9K 1,928 +748 +63%
CIBC Private Wealth Group
293
CIBC Private Wealth Group
Georgia
$58.5K 2,056 +56 +3%
HWA
294
Heritage Wealth Advisors
Virginia
$50.6K 1,550
FC
295
Franchise Capital
Cayman Islands
$42K 1,287 +1,287 New
QL
296
Quarry LP
New York
$41.6K 1,276 -175 -12%
VCM
297
Versant Capital Management
Arizona
$39.5K 1,211
Carson Wealth (CWM LLC)
298
Carson Wealth (CWM LLC)
Nebraska
$38K 1,164 +25 +2%
FFA
299
Farther Finance Advisors
California
$36.9K 1,137 -2,480 -69%
MPWT
300
MassMutual Private Wealth & Trust
Connecticut
$31K 950 -146 -13%