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Essential Properties Realty Trust
EPRT

355 hedge funds and large institutions have $6.92B invested in Essential Properties Realty Trust in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 147 increasing their positions, 100 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

522% more call options, than puts

Call options by funds: $1.82M | Put options by funds: $293K

80% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 30

47% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 100

11% more capital invested

Capital invested by funds: $6.22B → $6.92B (+$698M)

7% more funds holding

Funds holding: 332 → 355 (+23)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5.22% less ownership

Funds ownership: 113.4% → 108.18% (-5.2%)

Holders
355
Holders Change
+23
Holders Change %
+6.93%
% of All Funds
4.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
54
Increased
147
Reduced
100
Closed
30
Calls
$1.82M
Puts
$293K
Net Calls
+$1.53M
Net Calls Change
-$141K

Top Buyers

Rank Fund Capital Flow
1
PI
PGGM Investments
Netherlands
+$91.2M
2
Cohen & Steers
Cohen & Steers
New York
+$84.7M
3
Invesco
Invesco
Georgia
+$76.5M
4
Citadel Advisors
Citadel Advisors
Florida
+$67.7M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$37.4M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$57.8M
2
Prudential Financial
Prudential Financial
New Jersey
-$31.1M
3
ECM
ExodusPoint Capital Management
New York
-$29.9M
4
RC
Resolution Capital
Australia
-$23.5M
5
Morgan Stanley
Morgan Stanley
New York
-$23.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
326
Vermillion Wealth Management
Minnesota
$5.91K – – –
KFI
327
Key Financial Inc
Pennsylvania
$4.96K – – –
HNW
328
High Note Wealth
Minnesota
$4.67K – – –
PFBT
329
Parkside Financial Bank & Trust
Missouri
$4.47K +$2.86K +90 +191%
VWWMG
330
Vermillion & White Wealth Management Group
Pennsylvania
$4.24K +$4.13K +130 New
CPG
331
Cornerstone Planning Group
New Jersey
$3.53K +$3.49K +110 New
FMII
332
Farmers & Merchants Investments Inc
Nebraska
$3.46K – – –
BIG
333
Brooklyn Investment Group
New York
$3.43K +$3.33K +105 New
BBHC
334
Brown Brothers Harriman & Co
New York
$3.07K – – –
BC
335
Bayforest Capital
United Kingdom
$3.04K -$16.4K -518 -85%
WTC
336
WhitTier Trust Company
Nevada
$2.84K +$1.71K +54 +164%
AAP
337
Arax Advisory Partners
Colorado
$2.74K -$8.03K -253 -75%
NS
338
NBC Securities
Alabama
$2K +$2.22K +70 New
SC
339
Stephens Consulting
Michigan
$1.63K +$1.59K +50 New
LFG
340
Larson Financial Group
Missouri
$1.57K – – –
BFS
341
Bare Financial Services
Pennsylvania
$1.5K +$1.46K +46 New
CTWM
342
Cherry Tree Wealth Management
Minnesota
$1.44K +$1.4K +44 New
SO
343
Sierra Ocean
California
$1.44K – – –
PMAM
344
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
NC
345
NewSquare Capital
Pennsylvania
$685 +$667 +21 New
SPIA
346
Steward Partners Investment Advisory
New York
$620 +$603 +19 New
HNB
347
Huntington National Bank
Ohio
$588 – – –
CA
348
Crewe Advisors
Utah
$457 – – –
AWM
349
Abound Wealth Management
Tennessee
$327 – – –
BTI
350
Blue Trust Inc
Georgia
$294 – – –
12 13
14
15 16

EPRT Hedge Fund Activity: Q1 2025 in Review

355 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Essential Properties Realty Trust (EPRT) for Q1 2025, worth a combined $6.92B — up 11% from $6.22B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new EPRT positions and 30 closed out — a net gain of 24 holders — while 147 added to existing stakes and 100 trimmed.

The largest buyer was PGGM Investments, opening a new position worth an estimated $91.2M. The largest seller was Bank of Montreal, cutting an estimated $57.8M.

  • 355 institutional investors held Essential Properties Realty Trust (EPRT) as of Q1 2025, up from 332 in Q4 2024.
  • Funds reported $6.92B of Essential Properties Realty Trust stock for Q1 2025, up 11% quarter-over-quarter.
  • 54 funds opened new Essential Properties Realty Trust positions in Q1 2025 and 30 closed out, a net change of +24 holders.
  • The largest Essential Properties Realty Trust buyer in Q1 2025 was PGGM Investments, an estimated $91.2M added.
  • The largest Essential Properties Realty Trust seller in Q1 2025 was Bank of Montreal, an estimated $57.8M sold.

Based on aggregated 13F filings for Q1 2025.