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Essential Properties Realty Trust

347 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, 103 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
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
BIG
301
Brooklyn Investment Group
New York
$21.5K
GRP
302
Global Retirement Partners
California
$21.4K
Bessemer Group
303
Bessemer Group
New Jersey
$21K
HFS
304
Hantz Financial Services
Michigan
$21K
EWA
305
EverSource Wealth Advisors
Alabama
$19.8K
BIA
306
Bell Investment Advisors
California
$18.3K
IA
307
IFP Advisors
Florida
$17.5K
SPIA
308
Steward Partners Investment Advisory
New York
$16.2K
NSIM
309
North Star Investment Management
Illinois
$16K
RIL
310
Rothschild Investment LLC
Illinois
$13.1K
HCA
311
Harbor Capital Advisors
Illinois
$12K
AP
312
Atwood & Palmer
Missouri
$12K
MCM
313
MAI Capital Management
Ohio
$11.1K
Northwestern Mutual Wealth Management
314
Northwestern Mutual Wealth Management
Wisconsin
$10.8K
WT
315
Whittier Trust
California
$10.5K
LFG
316
Larson Financial Group
Missouri
$8.46K
PA
317
Parallel Advisors
California
$8.39K
HIA
318
Harbor Investment Advisory
Maryland
$8.27K
RFS
319
Richardson Financial Services
Massachusetts
$7.77K
CA
320
Clearstead Advisors
Ohio
$6.64K
PFBT
321
Parkside Financial Bank & Trust
Missouri
$6.25K
VWM
322
Vermillion Wealth Management
Minnesota
$5.78K
WTC
323
WhitTier Trust Company
Nevada
$5.29K
KFI
324
Key Financial Inc
Pennsylvania
$4.85K
HNW
325
High Note Wealth
Minnesota
$4.56K