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Essential Properties Realty Trust

353 hedge funds and large institutions have $6.85B invested in Essential Properties Realty Trust in 2025 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 145 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+24
Holders Change %
+7.29%
% of All Funds
4.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
57
Increased
145
Reduced
98
Closed
31
Calls
$1.82M
Puts
$293K
Net Calls
+$1.53M
Net Calls Change
-$141K
Name Holding Trade Value Shares
Change
Shares
Change %
PFBT
326
Parkside Financial Bank & Trust
Missouri
$4.47K +$2.94K +90 +191%
VWWMG
327
Vermillion & White Wealth Management Group
Pennsylvania
$4.24K +$4.24K +130 New
CPG
328
Cornerstone Planning Group
New Jersey
$3.53K +$3.53K +110 New
FMII
329
Farmers & Merchants Investments Inc
Nebraska
$3.46K
BIG
330
Brooklyn Investment Group
New York
$3.43K +$3.43K +105 New
BT
331
Banque Transatlantique
France
$3.32K +$3.32K +110 New
BBHC
332
Brown Brothers Harriman & Co
New York
$3.07K
BC
333
Bayforest Capital
United Kingdom
$3.04K -$16.9K -518 -85%
WTC
334
WhitTier Trust Company
Nevada
$2.84K +$1.76K +54 +164%
AAP
335
Arax Advisory Partners
Colorado
$2.74K -$8.26K -253 -75%
NS
336
NBC Securities
Alabama
$2K +$2K +70 New
SC
337
Stephens Consulting
Michigan
$1.63K +$1.63K +50 New
LFG
338
Larson Financial Group
Missouri
$1.57K
BFS
339
Bare Financial Services
Pennsylvania
$1.5K +$1.5K +46 New
CTWM
340
Cherry Tree Wealth Management
Minnesota
$1.44K +$1.44K +44 New
SO
341
Sierra Ocean
California
$1.44K
PMAM
342
Picton Mahoney Asset Management
Ontario, Canada
$1K
NC
343
NewSquare Capital
Pennsylvania
$685 +$685 +21 New
SPIA
344
Steward Partners Investment Advisory
New York
$620 +$620 +19 New
HNB
345
Huntington National Bank
Ohio
$588
CA
346
Crewe Advisors
Utah
$457
AWM
347
Abound Wealth Management
Tennessee
$327
BTI
348
Blue Trust Inc
Georgia
$294
WCM
349
WealthTrak Capital Management
Virginia
$164
MCM
350
MAI Capital Management
Ohio
$164