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Essential Properties Realty Trust
EPRT

Overview Fund Activity

329 hedge funds and large institutions have $6.22B invested in Essential Properties Realty Trust in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 119 increasing their positions, 117 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+3
Holders Change %
+0.92%
% of All Funds
4.38%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
46
Increased
119
Reduced
117
Closed
38
Calls
$2.04M
Puts
$374K
Net Calls
+$1.67M
Net Calls Change
+$207K

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$65.7M
2
Invesco
2
Invesco
Georgia
$146M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$35.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$54M
5
Fidelity International
5
Fidelity International
Bermuda
$21.1M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$265M
2
Cohen & Steers
2
Cohen & Steers
New York
$184M
3
RC
3
Resolution Capital
Australia
$23.5M
4
SSA
4
Schonfeld Strategic Advisors
New York
$4.5M
5
Macquarie Group
5
Macquarie Group
Australia
$81.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCA
301
Harbor Capital Advisors
Illinois
$12K -$154 -5 -1%
MCA
302
Maryland Capital Advisors
Maryland
$11.9K +$11.9K +380 New
AAP
303
Arax Advisory Partners
Colorado
$10.5K – – –
LFA
304
LGT Financial Advisors
Texas
$9.79K – – –
IA
305
IFP Advisors
Florida
$8.45K – – –
Group One Trading
306
Group One Trading
Illinois
$8.23K -$146K -4,676 -95%
HIA
307
Harbor Investment Advisory
Maryland
$8.1K – – –
RFS
308
Richardson Financial Services
Massachusetts
$7.68K -$187 -6 -2%
GRP
309
Global Retirement Partners
California
$7.45K +$2.41K +77 +48%
VWM
310
Vermillion Wealth Management
Minnesota
$5.66K +$5.66K +181 New
RIL
311
Rothschild Investment LLC
Illinois
$5.63K +$626 +20 +13%
KFI
312
Key Financial Inc
Pennsylvania
$4.76K – – –
HNW
313
High Note Wealth
Minnesota
$4.47K +$4.47K +143 New
FMII
314
Farmers & Merchants Investments Inc
Nebraska
$3.32K – – –
BBHC
315
Brown Brothers Harriman & Co
New York
$2.94K – – –
PSFG
316
Park Square Financial Group
Georgia
$1.97K +$1.97K +63 New
LFG
317
Larson Financial Group
Missouri
$1.5K – – –
PFBT
318
Parkside Financial Bank & Trust
Missouri
$1.47K – – –
SO
319
Sierra Ocean
California
$1.38K +$1.38K +44 New
WTC
320
WhitTier Trust Company
Nevada
$1.03K – – –
PMAM
321
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
HNB
322
Huntington National Bank
Ohio
$563 – – –
CA
323
Crewe Advisors
Utah
$438 +$438 +14 New
AWM
324
Abound Wealth Management
Tennessee
$313 -$282 -9 -47%
BTI
325
Blue Trust Inc
Georgia
$282 -$25.3K -809 -99%
11 12
13
14 15