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Essential Properties Realty Trust

344 hedge funds and large institutions have $6.36B invested in Essential Properties Realty Trust in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 128 increasing their positions, 131 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

352% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $282K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 131

9% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 46

1.4% less ownership

Funds ownership: 109.18%107.78% (-1.4%)

2% less funds holding

Funds holding: 350344 (-6)

8% less capital invested

Capital invested by funds: $6.88B → $6.36B (-$527M)

Holders
344
Holders Change
-6
Holders Change %
-1.71%
% of All Funds
4.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
42
Increased
128
Reduced
131
Closed
46
Calls
$1.28M
Puts
$282K
Net Calls
+$994K
Net Calls Change
-$563K
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
301
Bell Investment Advisors
California
$17.5K +$520 +17 +3%
WTC
302
WhitTier Trust Company
Nevada
$15.4K +$10.7K +350 +211%
SPIA
303
Steward Partners Investment Advisory
New York
$15.1K
NSIM
304
North Star Investment Management
Illinois
$14.9K
EWA
305
EverSource Wealth Advisors
Alabama
$14.7K -$3.86K -126 -20%
WAG
306
Wiser Advisor Group
Arizona
$13.7K +$14.1K +461 New
FHC
307
First Horizon Corporation
Tennessee
$13.6K +$14K +458 New
HFS
308
Hantz Financial Services
Michigan
$13K -$6.33K -207 -32%
CIAM
309
Caitong International Asset Management
Hong Kong
$12.9K -$29.4K -959 -69%
Optiver Holding
310
Optiver Holding
Netherlands
$11.1K +$11.4K +374 New
HCA
311
Harbor Capital Advisors
Illinois
$11K -$184 -6 -2%
ACM
312
Aster Capital Management
United Arab Emirates
$10.5K +$10.8K +352 New
Northwestern Mutual Wealth Management
313
Northwestern Mutual Wealth Management
Wisconsin
$10.4K +$275 +9 +3%
WANY
314
Wealthspire Advisors (New York)
New York
$8.45K +$8.69K +284 New
LFG
315
Larson Financial Group
Missouri
$7.77K -$122 -4 -2%
HIA
316
Harbor Investment Advisory
Maryland
$7.71K
PA
317
Parallel Advisors
California
$7.23K -$612 -20 -8%
CA
318
Clearstead Advisors
Ohio
$6.19K
MSWA
319
Marshall & Sterling Wealth Advisors
New York
$5.83K +$6K +196 New
VWM
320
Vermillion Wealth Management
Minnesota
$5.39K
RIL
321
Rothschild Investment LLC
Illinois
$5.36K -$7.04K -230 -56%
PFBT
322
Parkside Financial Bank & Trust
Missouri
$4.64K -$1.22K -40 -20%
KFI
323
Key Financial Inc
Pennsylvania
$4.55K
HNW
324
High Note Wealth
Minnesota
$4.34K +$92 +3 +2%
SS
325
Sunbelt Securities
Texas
$4.02K +$4.13K +135 New

EPRT Hedge Fund Activity: Q3 2025 in Review

344 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Essential Properties Realty Trust (EPRT) for Q3 2025, worth a combined $6.36B — down 7.7% from $6.88B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of EPRT and 42 opened new positions — a net loss of 4 holders — while 131 trimmed existing stakes and 128 added.

The largest buyer was Balyasny Asset Management, adding an estimated $80.4M. The largest seller was Deutsche Bank, cutting an estimated $73.9M.

  • 344 institutional investors held Essential Properties Realty Trust (EPRT) as of Q3 2025, down from 350 in Q2 2025.
  • Funds reported $6.36B of Essential Properties Realty Trust stock for Q3 2025, down 7.7% quarter-over-quarter.
  • 42 funds opened new Essential Properties Realty Trust positions in Q3 2025 and 46 closed out, a net change of -4 holders.
  • The largest Essential Properties Realty Trust buyer in Q3 2025 was Balyasny Asset Management, an estimated $80.4M added.
  • The largest Essential Properties Realty Trust seller in Q3 2025 was Deutsche Bank, an estimated $73.9M sold.

Based on aggregated 13F filings for Q3 2025.