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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
FFA
301
Farther Finance Advisors
California
$65.1K +$7.73K +244 +13%
HFM
302
Harvest Fund Management
China
$65K -$29.6K -934 -30%
Carson Wealth (CWM LLC)
303
Carson Wealth (CWM LLC)
Nebraska
$57.8K +$5.86K +185 +11%
HWA
304
Heritage Wealth Advisors
Virginia
$53.1K
KAS
305
Kemnay Advisory Services
New York
$49.9K +$31.3K +987 +150%
EWA
306
EverSource Wealth Advisors
Alabama
$48.9K +$22.6K +713 +79%
VCM
307
Versant Capital Management
Arizona
$43.4K -$349 -11 -0.8%
AssetMark Inc
308
AssetMark Inc
California
$40.7K +$13.7K +433 +48%
SAM
309
Smartleaf Asset Management
Massachusetts
$40.6K -$57.7K -1,822 -58%
UB
310
UMB Bank
Missouri
$33.1K +$1.71K +54 +5%
Bessemer Group
311
Bessemer Group
New Jersey
$33K +$6.59K +208 +24%
ST
312
Smithfield Trust
Pennsylvania
$31K +$32.7K +1,032 New
Los Angeles Capital Management
313
Los Angeles Capital Management
California
$29.6K +$30.9K +975 New
MPWT
314
MassMutual Private Wealth & Trust
Connecticut
$27.6K +$1.55K +49 +6%
FHC
315
First Horizon Corporation
Tennessee
$26.5K -$8.17K -258 -23%
HCA
316
Harbor Capital Advisors
Illinois
$24K +$13.8K +434 +117%
TPCW
317
TD Private Client Wealth
New York
$20.4K +$3.52K +111 +20%
TPWA
318
Twin Peaks Wealth Advisors
California
$19.6K +$20.4K +644 New
RFS
319
Richardson Financial Services
Massachusetts
$17.5K -$222 -7 -1%
BIA
320
Bell Investment Advisors
California
$15.5K -$1.9K -60 -10%
SWM
321
Spire Wealth Management
Virginia
$15.5K +$127 +4 +0.8%
PF
322
PlanVest Financial
Maryland
$15.5K +$16.2K +510 New
IAAG
323
Innovative Asset Advisors Group
Connecticut
$15.3K +$15.8K +500 New
NSIM
324
North Star Investment Management
Illinois
$15.2K
WAG
325
Wiser Advisor Group
Arizona
$14.3K +$158 +5 +1%