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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
JP Morgan Chase
26
JP Morgan Chase
New York
$62M +$3.1M +97,876 +5%
Russell Investments Group
27
Russell Investments Group
United Kingdom
$50.8M +$5.67M +179,015 +12%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$48M +$505K +15,952 +1%
NAMI
29
Nomura Asset Management International
Pennsylvania
$46M -$6.68M -210,790 -12%
Goldman Sachs
30
Goldman Sachs
New York
$43.4M -$729K -23,019 -2%
VFT
31
Vanguard Fiduciary Trust
Pennsylvania
$41.1M +$42.9M +1,354,555 New
Bank of America
32
Bank of America
North Carolina
$40.4M +$13.2M +415,666 +45%
SEI Investments
33
SEI Investments
Pennsylvania
$40.2M +$25.6M +809,367 +157%
Legal & General Group
34
Legal & General Group
United Kingdom
$39.7M -$2.87M -90,626 -6%
FCM
35
Frontier Capital Management
Massachusetts
$38.5M -$5.62M -177,474 -12%
RIM
36
Rush Island Management
New York
$37.9M +$39.6M +1,249,087 New
Capital World Investors
37
Capital World Investors
California
$34.9M +$13.3M +420,119 +58%
UBS Group
38
UBS Group
Switzerland
$33.3M +$21.9M +690,766 +170%
American Century Companies
39
American Century Companies
Missouri
$32.6M +$1.49M +47,128 +5%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$31.3M +$6.27M +197,966 +24%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$31M +$283K +8,928 +0.9%
Tudor Investment Corp
42
Tudor Investment Corp
Connecticut
$30.6M +$12.7M +402,029 +66%
LCOV
43
London Company of Virginia
Virginia
$29.9M -$989K -31,228 -3%
AllianceBernstein
44
AllianceBernstein
Tennessee
$29.4M -$2.01M -63,322 -6%
Victory Capital Management
45
Victory Capital Management
Texas
$29.2M -$586K -18,492 -2%
Ameriprise
46
Ameriprise
Minnesota
$28.7M -$1.24M -39,023 -4%
Boston Partners
47
Boston Partners
Massachusetts
$26.9M -$1.41M -44,466 -5%
Universal-Beteiligungs- und Servicegesellschaft
48
Universal-Beteiligungs- und Servicegesellschaft
Germany
$26.6M -$3.17M -100,023 -10%
Marshall Wace
49
Marshall Wace
United Kingdom
$25.5M +$2.08M +65,684 +8%
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$22.8M +$2.06M +65,029 +9%