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Essential Properties Realty Trust
EPRT

350 hedge funds and large institutions have $6.88B invested in Essential Properties Realty Trust in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 164 increasing their positions, 104 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,977% more call options, than puts

Call options by funds: $1.57M | Put options by funds: $13K

58% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 104

2% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 41

1% more ownership

Funds ownership: 108.18% → 109.18% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $6.92B → $6.88B (-$38.3M)

1% less funds holding

Funds holding: 355 → 350 (-5)

Holders
350
Holders Change
-5
Holders Change %
-1.41%
% of All Funds
4.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
42
Increased
164
Reduced
104
Closed
41
Calls
$1.57M
Puts
$13K
Net Calls
+$1.56M
Net Calls Change
+$29K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$78.8M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$57.3M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$37.9M
4
State Street
State Street
Massachusetts
+$27M
5
Two Sigma Investments
Two Sigma Investments
New York
+$22.1M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$114M
2
UBS AM
UBS AM
Illinois
-$30.4M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$29M
4
Prudential Financial
Prudential Financial
New Jersey
-$20.3M
5
SSA
Schonfeld Strategic Advisors
New York
-$17.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
326
WhitTier Trust Company
Nevada
$5.29K +$2.52K +79 +91%
KFI
327
Key Financial Inc
Pennsylvania
$4.85K – – –
HNW
328
High Note Wealth
Minnesota
$4.56K – – –
VWWMG
329
Vermillion & White Wealth Management Group
Pennsylvania
$4.02K -$128 -4 -3%
FMII
330
Farmers & Merchants Investments Inc
Nebraska
$3.38K – – –
BBHC
331
Brown Brothers Harriman & Co
New York
$3K – – –
AAP
332
Arax Advisory Partners
Colorado
$2.68K – – –
CT
333
Clearstead Trust
Maine
$2.52K +$2.52K +79 New
WB
334
Webster Bank
Connecticut
$2.39K +$2.4K +75 New
AGWCA
335
Annis Gardner Whiting Capital Advisors
Florida
$2.11K +$2.11K +66 New
PSFG
336
Park Square Financial Group
Georgia
$2.01K +$2.01K +63 New
NS
337
NBC Securities
Alabama
$2K +$32 +1 +1%
AssetMark Inc
338
AssetMark Inc
California
$1.85K +$1.69K +53 +1,060%
PWA
339
Physician Wealth Advisors
Utah
$1.6K +$1.6K +50 New
CPG
340
Cornerstone Planning Group
New Jersey
$1.58K -$1.88K -59 -54%
SO
341
Sierra Ocean
California
$1.4K – – –
PMAM
342
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
NC
343
NewSquare Capital
Pennsylvania
$670 – – –
HNB
344
Huntington National Bank
Ohio
$574 – – –
HFS
345
Hughes Financial Services
Virginia
$510 +$543 +17 New
CA
346
Crewe Advisors
Utah
$415 -$32 -1 -7%
AWM
347
Abound Wealth Management
Tennessee
$320 – – –
BTI
348
Blue Trust Inc
Georgia
$287 – – –
TWD
349
True Wealth Design
Ohio
$160 – – –
WCM
350
WealthTrak Capital Management
Virginia
$160 – – –
12 13
14
15 16

EPRT Hedge Fund Activity: Q2 2025 in Review

350 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Essential Properties Realty Trust (EPRT) for Q2 2025, worth a combined $6.88B — down 0.55% from $6.92B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new EPRT positions and 41 closed out — a net gain of 1 holder — while 164 added to existing stakes and 104 trimmed.

The largest buyer was BlackRock, adding an estimated $78.8M. The largest seller was Citadel Advisors, cutting an estimated $114M.

  • 350 institutional investors held Essential Properties Realty Trust (EPRT) as of Q2 2025, down from 355 in Q1 2025.
  • Funds reported $6.88B of Essential Properties Realty Trust stock for Q2 2025, down 0.55% quarter-over-quarter.
  • 42 funds opened new Essential Properties Realty Trust positions in Q2 2025 and 41 closed out, a net change of +1 holder.
  • The largest Essential Properties Realty Trust buyer in Q2 2025 was BlackRock, an estimated $78.8M added.
  • The largest Essential Properties Realty Trust seller in Q2 2025 was Citadel Advisors, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2025.