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Essential Properties Realty Trust

356 hedge funds and large institutions have $6.86B invested in Essential Properties Realty Trust in 2025 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 129 increasing their positions, 129 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 129

Holders
356
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
$6.47M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNW
326
High Note Wealth
Minnesota
$4.48K
BBHC
327
Brown Brothers Harriman & Co
New York
$4.39K
RIL
328
Rothschild Investment LLC
Illinois
$4.21K
KG
329
Kilter Group
New York
$4.15K
SS
330
Sunbelt Securities
Texas
$4K
VWWMG
331
Vermillion & White Wealth Management Group
Pennsylvania
$3.74K
FMII
332
Farmers & Merchants Investments Inc
Nebraska
$3.14K
QA
333
Quattro Advisors
Pennsylvania
$2.81K
WB
334
Webster Bank
Connecticut
$2.23K
CPG
335
Cornerstone Planning Group
New Jersey
$2.14K
AFC
336
Ares Financial Consulting
California
$2.02K
MNA
337
Manning & Napier Advisors
New York
$1.77K
PWA
338
Physician Wealth Advisors
Utah
$1.72K
NS
339
NBC Securities
Alabama
$1.51K
SFS
340
Sunrise Financial Services
Washington
$1.42K
MCM
341
MAI Capital Management
Ohio
$1.28K
EW
342
Elyxium Wealth
California
$1.25K
DT
343
DV Trading
Illinois
$1.25K
EP
344
Essential Partners
California
$949
AW
345
Ankerstar Wealth
Texas
$929
PTC
346
Private Trust Company
Ohio
$890
RF
347
Rossby Financial
Florida
$890
SPIA
348
Steward Partners Investment Advisory
New York
$564
SRCM
349
Signature Resources Capital Management
California
$534
BGAI
350
Bruce G. Allen Investments
Colorado
$504