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Essential Properties Realty Trust

347 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, 103 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
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
AIC
276
Archer Investment Corporation
Indiana
$116K
QL
277
Quarry LP
New York
$114K
GFM
278
GF Fund Management
China
$110K
MYIA
279
Mount Yale Investment Advisors
Colorado
$108K
MAM
280
Morse Asset Management
Connecticut
$106K
HFM
281
Harvest Fund Management
China
$96K
PS
282
Principal Securities
Iowa
$95.5K
CSS
283
Cubist Systematic Strategies
Connecticut
$74.2K
SAM
284
Smartleaf Asset Management
Massachusetts
$73.2K
CIBC Private Wealth Group
285
CIBC Private Wealth Group
Georgia
$66.9K
Jones Financial Companies
286
Jones Financial Companies
Missouri
$66.4K
HWA
287
Heritage Wealth Advisors
Virginia
$49.5K
CIAM
288
Caitong International Asset Management
Hong Kong
$44.4K
Carson Wealth (CWM LLC)
289
Carson Wealth (CWM LLC)
Nebraska
$44K
FC
290
Franchise Capital
Cayman Islands
$41.1K
VCM
291
Versant Capital Management
Arizona
$38.6K
FFA
292
Farther Finance Advisors
California
$36.1K
CI Investments Inc
293
CI Investments Inc
Ontario, Canada
$34K
Fifth Third Bancorp
294
Fifth Third Bancorp
Ohio
$30.2K
MPWT
295
MassMutual Private Wealth & Trust
Connecticut
$29.5K
CWM
296
Crowley Wealth Management
Delaware
$28.1K
ADL
297
Asset Dedication LLC
California
$27.7K
TPWA
298
Twin Peaks Wealth Advisors
California
$26.5K
UB
299
UMB Bank
Missouri
$26K
TPCW
300
TD Private Client Wealth
New York
$24.8K