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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
DB
351
Danske Bank
Denmark
$3.04K
HI
352
Harbour Investments
Wisconsin
$2.46K
WB
353
Webster Bank
Connecticut
$2.28K
RFP
354
Root Financial Partners
California
$2.22K
CIAS
355
CBIZ Investment Advisory Services
Ohio
$2.15K
AFC
356
Ares Financial Consulting
California
$2.08K
ZBNA
357
Zions Bancorporation, National Association
Utah
$2K
JWM
358
JPL Wealth Management
Colorado
$1.64K
NS
359
NBC Securities
Alabama
$1.49K
SFS
360
Sunrise Financial Services
Washington
$1.46K
AFG
361
Albion Financial Group
Utah
$1.22K
PMAM
362
Picton Mahoney Asset Management
Ontario, Canada
$1.06K
GWM
363
Gilpin Wealth Management
Colorado
$1.03K
PTC
364
Private Trust Company
Ohio
$1.03K
EPL
365
Essential Partners LLC
California
$972
AW
366
Ankerstar Wealth
Texas
$767
BLC
367
Brown, Lisle/Cummings
Rhode Island
$729
SPIA
368
Steward Partners Investment Advisory
New York
$577
CMA
369
Cedar Mountain Advisors
Oregon
$577
SVCP
370
Silicon Valley Capital Partners
California
$577
RWM
371
Rialto Wealth Management
New York
$517
BGAI
372
Bruce G. Allen Investments
Colorado
$516
DF
373
Dunhill Financial
United Kingdom
$320
AWM
374
Abound Wealth Management
Tennessee
$304
PWMG
375
Prestige Wealth Management Group
New Jersey
$215