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Essential Properties Realty Trust

348 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, 163 increasing their positions, 104 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.57M
Puts
$13K
Net Calls
Net Calls Change

Top Buyers

1 +$78.7M
2 +$57.2M
3 +$37.8M
4
State Street
State Street
Massachusetts
+$27.2M
5
Two Sigma Investments
Two Sigma Investments
New York
+$22.1M
Name Holding Trade Value Shares
Change
Change in
Stake
S
276
SignatureFD
Georgia
$127K
AIC
277
Archer Investment Corporation
Indiana
$116K
QL
278
Quarry LP
New York
$114K
GFM
279
GF Fund Management
China
$110K
MYIA
280
Mount Yale Investment Advisors
Colorado
$108K
MAM
281
Morse Asset Management
Connecticut
$106K
HFM
282
Harvest Fund Management
China
$96K
PS
283
Principal Securities
Iowa
$95.5K
CSS
284
Cubist Systematic Strategies
Connecticut
$74.2K
SAM
285
Smartleaf Asset Management
Massachusetts
$73.2K
CIBC Private Wealth Group
286
CIBC Private Wealth Group
Georgia
$66.9K
Jones Financial Companies
287
Jones Financial Companies
Missouri
$66.4K
HWA
288
Heritage Wealth Advisors
Virginia
$49.5K
CIAM
289
Caitong International Asset Management
Hong Kong
$44.4K
Carson Wealth (CWM LLC)
290
Carson Wealth (CWM LLC)
Nebraska
$44K
FC
291
Franchise Capital
Cayman Islands
$41.1K
VCM
292
Versant Capital Management
Arizona
$38.6K
FFA
293
Farther Finance Advisors
California
$36.1K
CI Investments Inc
294
CI Investments Inc
Ontario, Canada
$34K
Fifth Third Bancorp
295
Fifth Third Bancorp
Ohio
$30.2K
MPWT
296
MassMutual Private Wealth & Trust
Connecticut
$29.5K
CWM
297
Crowley Wealth Management
Delaware
$28.1K
ADL
298
Asset Dedication LLC
California
$27.7K
TPWA
299
Twin Peaks Wealth Advisors
California
$26.5K
UB
300
UMB Bank
Missouri
$26K