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Essential Properties Realty Trust

378 hedge funds and large institutions have $7.43B invested in Essential Properties Realty Trust in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 166 increasing their positions, 105 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.4M
Puts
$15K
Net Calls
Net Calls Change

Top Buyers

1 +$348M
2 +$101M
3 +$49.7M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
+$40.7M
5
RIM
Rush Island Management
New York
+$39.6M

Top Sellers

1 -$96.9M
2 -$40.4M
3 -$37.4M
4
UBS AM
UBS AM
Illinois
-$36.9M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$35.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
326
WhitTier Trust Company
Nevada
$13.3K
KFAS
327
Keating Financial Advisory Services
Kansas
$11.1K
LI
328
LRI Investments
Florida
$11K
Northwestern Mutual Wealth Management
329
Northwestern Mutual Wealth Management
Wisconsin
$10.7K
SIS
330
Sound Income Strategies
Florida
$10.4K
PA
331
Parallel Advisors
California
$10.2K
ASN
332
Advisory Services Network
Georgia
$8.23K
LFG
333
Larson Financial Group
Missouri
$7.92K
HIA
334
Harbor Investment Advisory
Maryland
$7.86K
TCM
335
Triumph Capital Management
Colorado
$7.28K
RIL
336
Rothschild Investment LLC
Illinois
$6.07K
QL
337
Quarry LP
New York
$5.77K
VWM
338
Vermillion Wealth Management
Minnesota
$5.5K
KFI
339
Key Financial Inc
Pennsylvania
$4.62K
HNW
340
High Note Wealth
Minnesota
$4.58K
KG
341
Kilter Group
New York
$4.28K
BBHC
342
Brown Brothers Harriman & Co
New York
$4.25K
SS
343
Sunbelt Securities
Texas
$4.1K
MCM
344
MAI Capital Management
Ohio
$3.79K
CPG
345
Cornerstone Planning Group
New Jersey
$3.74K
MNA
346
Manning & Napier Advisors
New York
$3.66K
RF
347
Rossby Financial
Florida
$3.61K
FMII
348
Farmers & Merchants Investments Inc
Nebraska
$3.22K
PWA
349
Physician Wealth Advisors
Utah
$3.1K
Simplex Trading
350
Simplex Trading
Illinois
$3.07K