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Essential Properties Realty Trust

378 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
Holders
378
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.4M
Puts
$15K
Net Calls
Net Calls Change

Top Buyers

1 +$348M
2 +$101M
3 +$49.7M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
+$40.7M
5
RIM
Rush Island Management
New York
+$39.6M

Top Sellers

1 -$96.9M
2 -$40.4M
3 -$37.4M
4
UBS AM
UBS AM
Illinois
-$36.9M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$35.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
301
Farther Finance Advisors
California
$65.1K
HFM
302
Harvest Fund Management
China
$65K
Carson Wealth (CWM LLC)
303
Carson Wealth (CWM LLC)
Nebraska
$57.8K
HWA
304
Heritage Wealth Advisors
Virginia
$53.1K
KAS
305
Kemnay Advisory Services
New York
$49.9K
EWA
306
EverSource Wealth Advisors
Alabama
$48.9K
VCM
307
Versant Capital Management
Arizona
$43.4K
AssetMark Inc
308
AssetMark Inc
California
$40.7K
SAM
309
Smartleaf Asset Management
Massachusetts
$40.6K
UB
310
UMB Bank
Missouri
$33.1K
Bessemer Group
311
Bessemer Group
New Jersey
$33K
ST
312
Smithfield Trust
Pennsylvania
$31K
Los Angeles Capital Management
313
Los Angeles Capital Management
California
$29.6K
MPWT
314
MassMutual Private Wealth & Trust
Connecticut
$27.6K
FHC
315
First Horizon Corporation
Tennessee
$26.5K
HCA
316
Harbor Capital Advisors
Illinois
$24K
TPCW
317
TD Private Client Wealth
New York
$20.4K
TPWA
318
Twin Peaks Wealth Advisors
California
$19.6K
RFS
319
Richardson Financial Services
Massachusetts
$17.5K
BIA
320
Bell Investment Advisors
California
$15.5K
SWM
321
Spire Wealth Management
Virginia
$15.5K
PF
322
PlanVest Financial
Maryland
$15.5K
IAAG
323
Innovative Asset Advisors Group
Connecticut
$15.3K
NSIM
324
North Star Investment Management
Illinois
$15.2K
WAG
325
Wiser Advisor Group
Arizona
$14.3K