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Essential Properties Realty Trust

350 hedge funds and large institutions have $6.88B invested in Essential Properties Realty Trust in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 164 increasing their positions, 104 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,977% more call options, than puts

Call options by funds: $1.57M | Put options by funds: $13K

58% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 104

2% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 41

1% more ownership

Funds ownership: 108.18%109.18% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $6.92B → $6.88B (-$38.3M)

1% less funds holding

Funds holding: 355350 (-5)

Holders
350
Holders Change
-5
Holders Change %
-1.41%
% of All Funds
4.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
42
Increased
164
Reduced
104
Closed
41
Calls
$1.57M
Puts
$13K
Net Calls
+$1.56M
Net Calls Change
+$29K
Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
301
Twin Peaks Wealth Advisors
California
$26.5K +$28K +876 New
UB
302
UMB Bank
Missouri
$26K +$4.73K +148 +22%
TPCW
303
TD Private Client Wealth
New York
$24.8K +$24.8K +778 New
BIG
304
Brooklyn Investment Group
New York
$21.5K +$18.1K +568 +541%
GRP
305
Global Retirement Partners
California
$21.4K +$21.5K +672 New
Bessemer Group
306
Bessemer Group
New Jersey
$21K +$1.79K +56 +9%
HFS
307
Hantz Financial Services
Michigan
$21K +$20.7K +647 New
EWA
308
EverSource Wealth Advisors
Alabama
$19.8K -$543 -17 -3%
BIA
309
Bell Investment Advisors
California
$18.3K -$3.99K -125 -18%
IA
310
IFP Advisors
Florida
$17.5K -$8.62K -270 Closed
SPIA
311
Steward Partners Investment Advisory
New York
$16.2K +$15.7K +490 +2,579%
NSIM
312
North Star Investment Management
Illinois
$16K
RIL
313
Rothschild Investment LLC
Illinois
$13.1K +$3.51K +110 +37%
HCA
314
Harbor Capital Advisors
Illinois
$12K -$3.64K -114 -23%
AP
315
Atwood & Palmer
Missouri
$12K +$12K +375 New
MCM
316
MAI Capital Management
Ohio
$11.1K +$11K +344 +6,880%
Northwestern Mutual Wealth Management
317
Northwestern Mutual Wealth Management
Wisconsin
$10.8K -$3.71K -116 -25%
WT
318
Whittier Trust
California
$10.5K +$10.5K +330 New
LFG
319
Larson Financial Group
Missouri
$8.46K +$6.93K +217 +452%
PA
320
Parallel Advisors
California
$8.39K +$639 +20 +8%
HIA
321
Harbor Investment Advisory
Maryland
$8.27K
RFS
322
Richardson Financial Services
Massachusetts
$7.77K
CA
323
Clearstead Advisors
Ohio
$6.64K +$6.64K +208 New
PFBT
324
Parkside Financial Bank & Trust
Missouri
$6.25K +$1.88K +59 +43%
VWM
325
Vermillion Wealth Management
Minnesota
$5.78K

EPRT Hedge Fund Activity: Q2 2025 in Review

350 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Essential Properties Realty Trust (EPRT) for Q2 2025, worth a combined $6.88B — down 0.55% from $6.92B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new EPRT positions and 41 closed out — a net gain of 1 holder — while 164 added to existing stakes and 104 trimmed.

The largest buyer was BlackRock, adding an estimated $78.8M. The largest seller was Citadel Advisors, cutting an estimated $114M.

  • 350 institutional investors held Essential Properties Realty Trust (EPRT) as of Q2 2025, down from 355 in Q1 2025.
  • Funds reported $6.88B of Essential Properties Realty Trust stock for Q2 2025, down 0.55% quarter-over-quarter.
  • 42 funds opened new Essential Properties Realty Trust positions in Q2 2025 and 41 closed out, a net change of +1 holder.
  • The largest Essential Properties Realty Trust buyer in Q2 2025 was BlackRock, an estimated $78.8M added.
  • The largest Essential Properties Realty Trust seller in Q2 2025 was Citadel Advisors, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2025.