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Essential Properties Realty Trust
EPRT

Overview Fund Activity

343 hedge funds and large institutions have $6.87B invested in Essential Properties Realty Trust in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 159 increasing their positions, 103 reducing their positions, and 41 closing their positions.

Holders
343
Holders Change
-10
Holders Change %
-2.83%
% of All Funds
4.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
43
Increased
159
Reduced
103
Closed
41
Calls
$954K
Puts
$13K
Net Calls
+$941K
Net Calls Change
-$587K

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.17B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$950M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$37.8M
4
State Street
4
State Street
Massachusetts
$358M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$39.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$9.5M
2
UBS AM
2
UBS AM
Illinois
$6.81M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$129M
4
Prudential Financial
4
Prudential Financial
New Jersey
$64.1M
5
SSA
5
Schonfeld Strategic Advisors
New York
$5.61M
Name Market Value Shares Shares
Change 		Shares
Change %
GRP
301
Global Retirement Partners
California
$21.4K 672 +672 New
Bessemer Group
302
Bessemer Group
New Jersey
$21K 658 +56 +9%
HFS
303
Hantz Financial Services
Michigan
$21K 647 +647 New
EWA
304
EverSource Wealth Advisors
Alabama
$19.8K 620 -17 -3%
BIA
305
Bell Investment Advisors
California
$18.3K 572 -125 -18%
IA
306
IFP Advisors
Florida
– – -270 Closed
SPIA
307
Steward Partners Investment Advisory
New York
$16.2K 509 +490 +2,579%
NSIM
308
North Star Investment Management
Illinois
$16K 500 – –
RIL
309
Rothschild Investment LLC
Illinois
$13.1K 410 +110 +37%
HCA
310
Harbor Capital Advisors
Illinois
$12K 382 -114 -23%
AP
311
Atwood & Palmer
Missouri
$12K 375 +375 New
MCM
312
MAI Capital Management
Ohio
$11.1K 349 +344 +6,880%
Northwestern Mutual Wealth Management
313
Northwestern Mutual Wealth Management
Wisconsin
$10.8K 340 -116 -25%
WT
314
Whittier Trust
California
$10.5K 330 +330 New
LFG
315
Larson Financial Group
Missouri
$8.46K 265 +217 +452%
PA
316
Parallel Advisors
California
$8.39K 263 +20 +8%
HIA
317
Harbor Investment Advisory
Maryland
$8.27K 259 – –
RFS
318
Richardson Financial Services
Massachusetts
$7.77K 243 – –
CA
319
Clearstead Advisors
Ohio
$6.64K 208 +208 New
PFBT
320
Parkside Financial Bank & Trust
Missouri
$6.26K 196 +59 +43%
VWM
321
Vermillion Wealth Management
Minnesota
$5.78K 181 – –
WTC
322
WhitTier Trust Company
Nevada
$5.29K 166 +79 +91%
KFI
323
Key Financial Inc
Pennsylvania
$4.85K 152 – –
HNW
324
High Note Wealth
Minnesota
$4.56K 143 – –
VWWMG
325
Vermillion & White Wealth Management Group
Pennsylvania
$4.02K 126 -4 -3%
11 12
13
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