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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
PWMG
376
Prestige Wealth Management Group
New Jersey
$215 +$222 +7 New
GFA
377
Godfrey Financial Associates
New York
$121 -$95 -3 -43%
HFS
378
Hughes Financial Services
Virginia
$61 +$32 +1 +100%
Norges Bank
379
Norges Bank
Norway
-$68.5M -2,308,394 Closed
Two Sigma Advisers
380
Two Sigma Advisers
New York
-$42.9M -1,445,100 Closed
Holocene Advisors
381
Holocene Advisors
New York
-$40.4M -1,362,280 Closed
SSA
382
Schonfeld Strategic Advisors
New York
-$37.4M -1,260,566 Closed
T. Rowe Price Investment Management
383
T. Rowe Price Investment Management
Maryland
-$35.3M -1,191,489 Closed
GC
384
Gillson Capital
Illinois
-$26.9M -906,694 Closed
Fisher Asset Management
385
Fisher Asset Management
Washington
-$5.19M -175,080 Closed
ECM
386
ExodusPoint Capital Management
New York
-$2.92M -98,427 Closed
DL
387
Dockside LLC
New York
-$2.54M -85,743 Closed
GCM
388
Greenland Capital Management
New York
-$2.19M -73,835 Closed
Lazard Asset Management
389
Lazard Asset Management
New York
-$1.47M -49,643 Closed
Corient Private Wealth
390
Corient Private Wealth
Florida
-$963K -32,474 Closed
XT
391
XTX Topco
Cayman Islands
-$810K -27,324 Closed
Capital Fund Management (CFM)
392
Capital Fund Management (CFM)
France
-$764K -25,758 Closed
A
393
AlphaQuest
New York
-$755K -25,456 Closed
I
394
INVST
Indiana
-$496K -16,719 Closed
Mackenzie Financial
395
Mackenzie Financial
Ontario, Canada
-$410K -13,641 Closed
VC
396
VarCov Co
Connecticut
-$369K -12,444 Closed
Wealth Enhancement Advisory Services
397
Wealth Enhancement Advisory Services
Minnesota
-$225K -7,589 Closed
MGP
398
M&G plc
United Kingdom
-$224K -7,483 Closed
AAS
399
Ameritas Advisory Services
Nebraska
-$200K -6,748 Closed
AIC
400
Archer Investment Corporation
Indiana
-$117K -3,960 Closed