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Essential Properties Realty Trust

348 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, 163 increasing their positions, 104 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.57M
Puts
$13K
Net Calls
Net Calls Change

Top Buyers

1 +$78.7M
2 +$57.2M
3 +$37.8M
4
State Street
State Street
Massachusetts
+$27.2M
5
Two Sigma Investments
Two Sigma Investments
New York
+$22.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
301
TD Private Client Wealth
New York
$24.8K
BIG
302
Brooklyn Investment Group
New York
$21.5K
GRP
303
Global Retirement Partners
California
$21.4K
Bessemer Group
304
Bessemer Group
New Jersey
$21K
HFS
305
Hantz Financial Services
Michigan
$21K
EWA
306
EverSource Wealth Advisors
Alabama
$19.8K
BIA
307
Bell Investment Advisors
California
$18.3K
IA
308
IFP Advisors
Florida
$17.5K
SPIA
309
Steward Partners Investment Advisory
New York
$16.2K
NSIM
310
North Star Investment Management
Illinois
$16K
RIL
311
Rothschild Investment LLC
Illinois
$13.1K
HCA
312
Harbor Capital Advisors
Illinois
$12K
AP
313
Atwood & Palmer
Missouri
$12K
MCM
314
MAI Capital Management
Ohio
$11.1K
Northwestern Mutual Wealth Management
315
Northwestern Mutual Wealth Management
Wisconsin
$10.8K
WT
316
Whittier Trust
California
$10.5K
LFG
317
Larson Financial Group
Missouri
$8.46K
PA
318
Parallel Advisors
California
$8.39K
HIA
319
Harbor Investment Advisory
Maryland
$8.27K
RFS
320
Richardson Financial Services
Massachusetts
$7.77K
CA
321
Clearstead Advisors
Ohio
$6.64K
PFBT
322
Parkside Financial Bank & Trust
Missouri
$6.25K
VWM
323
Vermillion Wealth Management
Minnesota
$5.78K
WTC
324
WhitTier Trust Company
Nevada
$5.29K
KFI
325
Key Financial Inc
Pennsylvania
$4.85K