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Essential Properties Realty Trust

353 hedge funds and large institutions have $6.85B invested in Essential Properties Realty Trust in 2025 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 145 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+24
Holders Change %
+7.29%
% of All Funds
4.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
57
Increased
145
Reduced
98
Closed
31
Calls
$1.82M
Puts
$293K
Net Calls
+$1.53M
Net Calls Change
-$141K
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
301
Crowley Wealth Management
Delaware
$28.7K
ADL
302
Asset Dedication LLC
California
$28.3K -$3.13K -96 -10%
Fifth Third Bancorp
303
Fifth Third Bancorp
Ohio
$28K +$6.66K +204 +31%
LC
304
Lindbrook Capital
California
$25.3K
AF
305
Allworth Financial
California
$23.4K +$1.32K +42 +6%
BIA
306
Bell Investment Advisors
California
$22.8K +$4.08K +125 +22%
CI Investments Inc
307
CI Investments Inc
Ontario, Canada
$22K +$975 +30 +5%
UB
308
UMB Bank
Missouri
$21.8K +$6.76K +207 +45%
Group One Trading
309
Group One Trading
Illinois
$21.6K +$13.1K +400 +152%
EWA
310
EverSource Wealth Advisors
Alabama
$20.8K +$2.35K +72 +13%
Bessemer Group
311
Bessemer Group
New Jersey
$20K -$133 -4 -0.7%
SWM
312
Spire Wealth Management
Virginia
$16.5K
NSIM
313
North Star Investment Management
Illinois
$16.3K
HCA
314
Harbor Capital Advisors
Illinois
$16K +$3.42K +106 +27%
Northwestern Mutual Wealth Management
315
Northwestern Mutual Wealth Management
Wisconsin
$14.9K
WAG
316
Wiser Advisor Group
Arizona
$14.8K +$163 +5 +1%
QC
317
Quent Capital
New York
$13.1K +$13.1K +400 New
RIL
318
Rothschild Investment LLC
Illinois
$9.79K +$3.92K +120 +67%
IA
319
IFP Advisors
Florida
$8.81K
HIA
320
Harbor Investment Advisory
Maryland
$8.45K
PA
321
Parallel Advisors
California
$7.93K -$6.07K -186 -43%
RFS
322
Richardson Financial Services
Massachusetts
$7.93K -$98 -3 -1%
VWM
323
Vermillion Wealth Management
Minnesota
$5.91K
KFI
324
Key Financial Inc
Pennsylvania
$4.96K
HNW
325
High Note Wealth
Minnesota
$4.67K