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Essential Properties Realty Trust

379 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

9,233% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $15K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

91% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 32

58% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 105

8% more capital invested

Capital invested by funds: $6.86B → $7.43B (+$575M)

6% more funds holding

Funds holding: 357379 (+22)

0.2% less ownership

Funds ownership: 116.68%116.49% (-0.2%)

Holders
379
Holders Change
+22
Holders Change %
+6.16%
% of All Funds
4.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
61
Increased
166
Reduced
105
Closed
32
Calls
$1.4M
Puts
$15K
Net Calls
+$1.39M
Net Calls Change
-$5.09M
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
351
Simplex Trading
Illinois
$3.07K +$3.2K +101 New
DB
352
Danske Bank
Denmark
$3.04K -$72.9K -2,300 -96%
HI
353
Harbour Investments
Wisconsin
$2.46K +$2.57K +81 New
WB
354
Webster Bank
Connecticut
$2.28K
RFP
355
Root Financial Partners
California
$2.22K +$2.31K +73 New
CIAS
356
CBIZ Investment Advisory Services
Ohio
$2.15K -$5.48K -173 -71%
AFC
357
Ares Financial Consulting
California
$2.08K
ZBNA
358
Zions Bancorporation, National Association
Utah
$2K +$2.09K +66 New
JWM
359
JPL Wealth Management
Colorado
$1.64K +$1.71K +54 New
NS
360
NBC Securities
Alabama
$1.49K -$63 -2 -4%
SFS
361
Sunrise Financial Services
Washington
$1.46K
AFG
362
Albion Financial Group
Utah
$1.22K +$1.27K +40 New
PMAM
363
Picton Mahoney Asset Management
Ontario, Canada
$1.06K -$1.28M -40,385 -100%
GWM
364
Gilpin Wealth Management
Colorado
$1.03K +$887 +28 +467%
PTC
365
Private Trust Company
Ohio
$1.03K +$127 +4 +13%
EP
366
Essential Partners
California
$972
AW
367
Ankerstar Wealth
Texas
$767 -$190 -6 -19%
BLC
368
Brown, Lisle/Cummings
Rhode Island
$729 +$760 +24 New
SPIA
369
Steward Partners Investment Advisory
New York
$577
CMA
370
Cedar Mountain Advisors
Oregon
$577 +$602 +19 New
SVCP
371
Silicon Valley Capital Partners
California
$577 +$602 +19 New
RWM
372
Rialto Wealth Management
New York
$517 +$539 +17 New
BGAI
373
Bruce G. Allen Investments
Colorado
$516
DF
374
Dunhill Financial
United Kingdom
$320 -$32 -1 -9%
AWM
375
Abound Wealth Management
Tennessee
$304