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Essential Properties Realty Trust
EPRT

355 hedge funds and large institutions have $6.92B invested in Essential Properties Realty Trust in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 147 increasing their positions, 100 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

522% more call options, than puts

Call options by funds: $1.82M | Put options by funds: $293K

80% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 30

47% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 100

11% more capital invested

Capital invested by funds: $6.22B → $6.92B (+$698M)

7% more funds holding

Funds holding: 332 → 355 (+23)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5.22% less ownership

Funds ownership: 113.4% → 108.18% (-5.2%)

Holders
355
Holders Change
+23
Holders Change %
+6.93%
% of All Funds
4.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
54
Increased
147
Reduced
100
Closed
30
Calls
$1.82M
Puts
$293K
Net Calls
+$1.53M
Net Calls Change
-$141K

Top Buyers

Rank Fund Capital Flow
1
PI
PGGM Investments
Netherlands
+$91.2M
2
Cohen & Steers
Cohen & Steers
New York
+$84.7M
3
Invesco
Invesco
Georgia
+$76.5M
4
Citadel Advisors
Citadel Advisors
Florida
+$67.7M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$37.4M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$57.8M
2
Prudential Financial
Prudential Financial
New Jersey
-$31.1M
3
ECM
ExodusPoint Capital Management
New York
-$29.9M
4
RC
Resolution Capital
Australia
-$23.5M
5
Morgan Stanley
Morgan Stanley
New York
-$23.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
351
MAI Capital Management
Ohio
$164 – – –
WCM
352
WealthTrak Capital Management
Virginia
$164 – – –
TWD
353
True Wealth Design
Ohio
$164 +$159 +5 New
AssetMark Inc
354
AssetMark Inc
California
$163 – – –
CAM
355
Creekmur Asset Management
Illinois
$3 – – –
ECM
356
ExodusPoint Capital Management
New York
– -$29.9M -956,234 Closed
RC
357
Resolution Capital
Australia
– -$23.5M -752,605 Closed
HS
358
Hazelview Securities
Ontario, Canada
– -$20.1M -633,145 Closed
JG
359
Jain Global
New York
– -$13.7M -437,122 Closed
JAM
360
Jupiter Asset Management
United Kingdom
– -$12.3M -392,414 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
361
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$4.97M -159,000 Closed
HF
362
HRT Financial
New York
– -$3.69M -117,834 Closed
CM
363
Crestline Management
Texas
– -$2.73M -87,400 Closed
LIP
364
Lighthouse Investment Partners
Florida
– -$2.11M -67,500 Closed
CSS
365
Cubist Systematic Strategies
Connecticut
– -$1.86M -59,526 Closed
NWM
366
Nicola Wealth Management
British Columbia, Canada
– -$1.77M -39,417 Closed
WAM
367
Weiss Asset Management
Massachusetts
– -$893K -28,535 Closed
FHB
368
First Hawaiian Bank
Hawaii
– -$729K -23,312 Closed
BFM
369
Boothbay Fund Management
New York
– -$599K -19,145 Closed
NRD
370
Nebula Research & Development
New York
– -$586K -18,732 Closed
CIC
371
Cornercap Investment Counsel
Georgia
– -$349K -11,172 Closed
BAM
372
Bastion Asset Management
Canada
– -$325K -10,384 Closed
CC
373
Corton Capital
Ontario, Canada
– -$258K -8,251 Closed
Point72 Asset Management
374
Point72 Asset Management
Connecticut
– -$257K -8,215 Closed
CT
375
ClearAlpha Technologies
Connecticut
– -$218K -6,975 Closed
12 13 14
15
16

EPRT Hedge Fund Activity: Q1 2025 in Review

355 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Essential Properties Realty Trust (EPRT) for Q1 2025, worth a combined $6.92B — up 11% from $6.22B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new EPRT positions and 30 closed out — a net gain of 24 holders — while 147 added to existing stakes and 100 trimmed.

The largest buyer was PGGM Investments, opening a new position worth an estimated $91.2M. The largest seller was Bank of Montreal, cutting an estimated $57.8M.

  • 355 institutional investors held Essential Properties Realty Trust (EPRT) as of Q1 2025, up from 332 in Q4 2024.
  • Funds reported $6.92B of Essential Properties Realty Trust stock for Q1 2025, up 11% quarter-over-quarter.
  • 54 funds opened new Essential Properties Realty Trust positions in Q1 2025 and 30 closed out, a net change of +24 holders.
  • The largest Essential Properties Realty Trust buyer in Q1 2025 was PGGM Investments, an estimated $91.2M added.
  • The largest Essential Properties Realty Trust seller in Q1 2025 was Bank of Montreal, an estimated $57.8M sold.

Based on aggregated 13F filings for Q1 2025.