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Essential Properties Realty Trust

379 hedge funds and large institutions have $7.43B invested in Essential Properties Realty Trust in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 166 increasing their positions, 105 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,233% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $15K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

91% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 32

58% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 105

8% more capital invested

Capital invested by funds: $6.86B → $7.43B (+$575M)

6% more funds holding

Funds holding: 357379 (+22)

0.2% less ownership

Funds ownership: 116.68%116.49% (-0.2%)

Holders
379
Holders Change
+22
Holders Change %
+6.16%
% of All Funds
4.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
61
Increased
166
Reduced
105
Closed
32
Calls
$1.4M
Puts
$15K
Net Calls
+$1.39M
Net Calls Change
-$5.09M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
326
WhitTier Trust Company
Nevada
$13.3K -$2.76K -87 -17%
KFAS
327
Keating Financial Advisory Services
Kansas
$11.1K +$3.36K +106 +41%
LI
328
LRI Investments
Florida
$11K +$11.5K +362 New
Northwestern Mutual Wealth Management
329
Northwestern Mutual Wealth Management
Wisconsin
$10.7K +$222 +7 +2%
SIS
330
Sound Income Strategies
Florida
$10.4K
PA
331
Parallel Advisors
California
$10.2K +$2.73K +86 +34%
ASN
332
Advisory Services Network
Georgia
$8.23K +$8.59K +271 New
LFG
333
Larson Financial Group
Missouri
$7.92K
HIA
334
Harbor Investment Advisory
Maryland
$7.86K
BWA
335
Basecamp Wealth Advisors
Washington
$7.71K
TCM
336
Triumph Capital Management
Colorado
$7.28K -$3.17K -100 -30%
RIL
337
Rothschild Investment LLC
Illinois
$6.07K +$1.84K +58 +41%
QL
338
Quarry LP
New York
$5.77K -$9.22K -291 -60%
VWM
339
Vermillion Wealth Management
Minnesota
$5.5K
KFI
340
Key Financial Inc
Pennsylvania
$4.62K
HNW
341
High Note Wealth
Minnesota
$4.58K
KG
342
Kilter Group
New York
$4.28K +$32 +1 +0.7%
BBHC
343
Brown Brothers Harriman & Co
New York
$4.25K -$253 -8 -5%
SS
344
Sunbelt Securities
Texas
$4.1K
MCM
345
MAI Capital Management
Ohio
$3.79K +$2.6K +82 +191%
CPG
346
Cornerstone Planning Group
New Jersey
$3.74K +$1.52K +48 +66%
MNA
347
Manning & Napier Advisors
New York
$3.66K +$1.9K +60 +102%
RF
348
Rossby Financial
Florida
$3.61K +$2.79K +88 +293%
FMII
349
Farmers & Merchants Investments Inc
Nebraska
$3.22K
PWA
350
Physician Wealth Advisors
Utah
$3.1K +$1.39K +44 +76%