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Essential Properties Realty Trust

348 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, 104 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
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
HNW
326
High Note Wealth
Minnesota
$4.56K
VWWMG
327
Vermillion & White Wealth Management Group
Pennsylvania
$4.02K
FMII
328
Farmers & Merchants Investments Inc
Nebraska
$3.38K
BBHC
329
Brown Brothers Harriman & Co
New York
$3K
AAP
330
Arax Advisory Partners
Colorado
$2.68K
CT
331
Clearstead Trust
Maine
$2.52K
WB
332
Webster Bank
Connecticut
$2.39K
AGWCA
333
Annis Gardner Whiting Capital Advisors
Florida
$2.11K
PSFG
334
Park Square Financial Group
Georgia
$2.01K
NS
335
NBC Securities
Alabama
$2K
AssetMark Inc
336
AssetMark Inc
California
$1.85K
PWA
337
Physician Wealth Advisors
Utah
$1.6K
CPG
338
Cornerstone Planning Group
New Jersey
$1.58K
SO
339
Sierra Ocean
California
$1.4K
PMAM
340
Picton Mahoney Asset Management
Ontario, Canada
$1K
NC
341
NewSquare Capital
Pennsylvania
$670
HNB
342
Huntington National Bank
Ohio
$574
HFS
343
Hughes Financial Services
Virginia
$510
CA
344
Crewe Advisors
Utah
$415
AWM
345
Abound Wealth Management
Tennessee
$320
BTI
346
Blue Trust Inc
Georgia
$287
TWD
347
True Wealth Design
Ohio
$160
WCM
348
WealthTrak Capital Management
Virginia
$160
CAM
349
Creekmur Asset Management
Illinois
$3
Adage Capital Partners
350
Adage Capital Partners
Massachusetts