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Essential Properties Realty Trust

346 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, 162 increasing their positions, 103 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
-6
Holders Change %
-1.7%
% of All Funds
4.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
43
Increased
162
Reduced
103
Closed
40
Calls
$1.57M
Puts
$13K
Net Calls
+$1.56M
Net Calls Change
+$29K
Name Holding Trade Value Shares
Change
Shares
Change %
FMII
326
Farmers & Merchants Investments Inc
Nebraska
$3.38K
BBHC
327
Brown Brothers Harriman & Co
New York
$3K
AAP
328
Arax Advisory Partners
Colorado
$2.68K
CT
329
Clearstead Trust
Maine
$2.52K +$2.52K +79 New
WB
330
Webster Bank
Connecticut
$2.39K +$2.39K +75 New
AGWCA
331
Annis Gardner Whiting Capital Advisors
Florida
$2.11K +$2.11K +66 New
PSFG
332
Park Square Financial Group
Georgia
$2.01K +$2.01K +63 New
NS
333
NBC Securities
Alabama
$2K +$28 +1 +1%
AssetMark Inc
334
AssetMark Inc
California
$1.85K +$1.69K +53 +1,060%
PWA
335
Physician Wealth Advisors
Utah
$1.6K +$1.6K +50 New
CPG
336
Cornerstone Planning Group
New Jersey
$1.58K -$1.83K -59 -54%
SO
337
Sierra Ocean
California
$1.4K
PMAM
338
Picton Mahoney Asset Management
Ontario, Canada
$1K
NC
339
NewSquare Capital
Pennsylvania
$670
HNB
340
Huntington National Bank
Ohio
$574
HFS
341
Hughes Financial Services
Virginia
$510 +$510 +17 New
CA
342
Crewe Advisors
Utah
$415 -$32 -1 -7%
AWM
343
Abound Wealth Management
Tennessee
$320
BTI
344
Blue Trust Inc
Georgia
$287
TWD
345
True Wealth Design
Ohio
$160
WCM
346
WealthTrak Capital Management
Virginia
$160
CAM
347
Creekmur Asset Management
Illinois
$3 -$3
Adage Capital Partners
348
Adage Capital Partners
Massachusetts
-$13.9M -425,000 Closed
WCP
349
Waterfront Capital Partners
New York
-$10.3M -315,000 Closed
Squarepoint
350
Squarepoint
New York
-$5.61M -171,734 Closed