EPRT icon

Essential Properties Realty Trust
EPRT

Overview Fund Activity

343 hedge funds and large institutions have $6.87B invested in Essential Properties Realty Trust in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 159 increasing their positions, 103 reducing their positions, and 41 closing their positions.

Holders
343
Holders Change
-10
Holders Change %
-2.83%
% of All Funds
4.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
43
Increased
159
Reduced
103
Closed
41
Calls
$954K
Puts
$13K
Net Calls
+$941K
Net Calls Change
-$587K

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.17B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$950M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$37.8M
4
State Street
4
State Street
Massachusetts
$358M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$39.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$9.5M
2
UBS AM
2
UBS AM
Illinois
$6.81M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$129M
4
Prudential Financial
4
Prudential Financial
New Jersey
$64.1M
5
SSA
5
Schonfeld Strategic Advisors
New York
$5.61M
Name Market Value Shares Shares
Change 		Shares
Change %
FMII
326
Farmers & Merchants Investments Inc
Nebraska
$3.38K 106 – –
BBHC
327
Brown Brothers Harriman & Co
New York
$3K 94 – –
AAP
328
Arax Advisory Partners
Colorado
$2.68K 84 – –
CT
329
Clearstead Trust
Maine
$2.52K 79 +79 New
WB
330
Webster Bank
Connecticut
$2.39K 75 +75 New
AGWCA
331
Annis Gardner Whiting Capital Advisors
Florida
$2.11K 66 +66 New
PSFG
332
Park Square Financial Group
Georgia
$2.01K 63 +63 New
NS
333
NBC Securities
Alabama
$2K 71 +1 +1%
AssetMark Inc
334
AssetMark Inc
California
$1.85K 58 +53 +1,060%
PWA
335
Physician Wealth Advisors
Utah
$1.6K 50 +50 New
CPG
336
Cornerstone Planning Group
New Jersey
$1.58K 51 -59 -54%
SO
337
Sierra Ocean
California
$1.4K 44 – –
PMAM
338
Picton Mahoney Asset Management
Ontario, Canada
$1K 35 – –
NC
339
NewSquare Capital
Pennsylvania
$670 21 – –
HNB
340
Huntington National Bank
Ohio
$574 18 – –
HFS
341
Hughes Financial Services
Virginia
$510 17 +17 New
CA
342
Crewe Advisors
Utah
$415 13 -1 -7%
AWM
343
Abound Wealth Management
Tennessee
$320 10 – –
BTI
344
Blue Trust Inc
Georgia
$287 9 – –
WCM
345
WealthTrak Capital Management
Virginia
$160 5 – –
TWD
346
True Wealth Design
Ohio
$160 5 – –
CAM
347
Creekmur Asset Management
Illinois
– – – –
Adage Capital Partners
348
Adage Capital Partners
Massachusetts
– – -425,000 Closed
WCP
349
Waterfront Capital Partners
New York
– – -315,000 Closed
Squarepoint
350
Squarepoint
New York
– – -171,734 Closed
12 13
14
15 16