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Essential Properties Realty Trust

346 hedge funds and large institutions have $6.88B invested in Essential Properties Realty Trust in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 162 increasing their positions, 103 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
-6
Holders Change %
-1.7%
% of All Funds
4.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
43
Increased
162
Reduced
103
Closed
40
Calls
$1.57M
Puts
$13K
Net Calls
+$1.56M
Net Calls Change
+$29K
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
301
Global Retirement Partners
California
$21.4K +$21.4K +672 New
Bessemer Group
302
Bessemer Group
New Jersey
$21K +$1.79K +56 +9%
HFS
303
Hantz Financial Services
Michigan
$21K +$21K +647 New
EWA
304
EverSource Wealth Advisors
Alabama
$19.8K -$542 -17 -3%
BIA
305
Bell Investment Advisors
California
$18.3K -$3.99K -125 -18%
IA
306
IFP Advisors
Florida
$17.5K -$8.81K -270 Closed
SPIA
307
Steward Partners Investment Advisory
New York
$16.2K +$15.6K +490 +2,579%
NSIM
308
North Star Investment Management
Illinois
$16K
RIL
309
Rothschild Investment LLC
Illinois
$13.1K +$3.51K +110 +37%
HCA
310
Harbor Capital Advisors
Illinois
$12K -$3.58K -114 -23%
AP
311
Atwood & Palmer
Missouri
$12K +$12K +375 New
MCM
312
MAI Capital Management
Ohio
$11.1K +$11K +344 +6,880%
Northwestern Mutual Wealth Management
313
Northwestern Mutual Wealth Management
Wisconsin
$10.8K -$3.7K -116 -25%
WT
314
Whittier Trust
California
$10.5K +$10.5K +330 New
LFG
315
Larson Financial Group
Missouri
$8.46K +$6.92K +217 +452%
PA
316
Parallel Advisors
California
$8.39K +$638 +20 +8%
HIA
317
Harbor Investment Advisory
Maryland
$8.27K
RFS
318
Richardson Financial Services
Massachusetts
$7.77K
CA
319
Clearstead Advisors
Ohio
$6.64K +$6.64K +208 New
PFBT
320
Parkside Financial Bank & Trust
Missouri
$6.26K +$1.88K +59 +43%
VWM
321
Vermillion Wealth Management
Minnesota
$5.78K
WTC
322
WhitTier Trust Company
Nevada
$5.29K +$2.52K +79 +91%
KFI
323
Key Financial Inc
Pennsylvania
$4.85K
HNW
324
High Note Wealth
Minnesota
$4.56K
VWWMG
325
Vermillion & White Wealth Management Group
Pennsylvania
$4.02K -$128 -4 -3%