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Essential Properties Realty Trust

347 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, 103 reducing their positions, and 41 closing their positions.

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