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Essential Properties Realty Trust
EPRT

Overview Fund Activity

353 hedge funds and large institutions have $6.85B invested in Essential Properties Realty Trust in 2025 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 145 increasing their positions, 98 reducing their positions, and 31 closing their positions.

Holders
353
Holders Change
+24
Holders Change %
+7.29%
% of All Funds
4.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
57
Increased
145
Reduced
98
Closed
31
Calls
$1.82M
Puts
$293K
Net Calls
+$1.53M
Net Calls Change
-$141K

Top Buyers

1
PI
1
PGGM Investments
Netherlands
$93.8M
2
Cohen & Steers
2
Cohen & Steers
New York
$280M
3
Invesco
3
Invesco
Georgia
$231M
4
Citadel Advisors
4
Citadel Advisors
Florida
$126M
5
NL
5
Nuveen LLC
North Carolina
$59.5M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$9.11M
3
Prudential Financial
3
Prudential Financial
New Jersey
$86.4M
4
ECM
4
ExodusPoint Capital Management
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$161M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$58.1M 1,781,042 -70,190 -4%
Balyasny Asset Management
27
Balyasny Asset Management
Illinois
$53.9M 1,652,388 +530,759 +47%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$48.3M 1,481,254 -5,542 -0.4%
Victory Capital Management
29
Victory Capital Management
Texas
$46.5M 1,423,990 +36,692 +3%
Brown Advisory
30
Brown Advisory
Maryland
$45.8M 1,402,458 -13,864 -1%
Millennium Management
31
Millennium Management
New York
$45.5M 1,394,060 +160,772 +13%
Goldman Sachs
32
Goldman Sachs
New York
$45.3M 1,387,218 +195,057 +16%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$44.1M 1,352,077 -96,237 -7%
AllianceBernstein
34
AllianceBernstein
Tennessee
$40.6M 1,245,404 +278,316 +29%
Legal & General Group
35
Legal & General Group
United Kingdom
$38.9M 1,191,348 +17,027 +1%
UBS AM
36
UBS AM
Illinois
$38M 1,164,473 +33,903 +3%
Universal-Beteiligungs- und Servicegesellschaft
37
Universal-Beteiligungs- und Servicegesellschaft
Germany
$37.2M 1,140,433 +1,140,433 New
LCOV
38
London Company of Virginia
Virginia
$36M 1,104,272 -1,189 -0.1%
Marshall Wace
39
Marshall Wace
United Kingdom
$35.5M 1,088,306 +217,990 +25%
Bank of America
40
Bank of America
North Carolina
$34.6M 1,061,343 +98,288 +10%
Ameriprise
41
Ameriprise
Minnesota
$31.1M 977,782 +78,011 +9%
Tudor Investment Corp
42
Tudor Investment Corp
Connecticut
$29.8M 912,735 +774,516 +560%
AAMU
43
APG Asset Management US
New York
$29.5M 908,199 – –
HRES
44
Heitman Real Estate Securities
Illinois
$29.3M 896,393 -548,695 -38%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$29.3M 896,340 +22,357 +3%
Neuberger Berman Group
46
Neuberger Berman Group
New York
$29.1M 890,862 +81,549 +10%
American Century Companies
47
American Century Companies
Missouri
$27.9M 855,259 -452,238 -35%
BC
48
Brookfield Corp
Ontario, Canada
$26.2M 802,946 +211,310 +36%
Voloridge Investment Management
49
Voloridge Investment Management
Florida
$25.7M 787,689 -21,948 -3%
SSA
50
Schonfeld Strategic Advisors
New York
$24.1M 737,651 +593,861 +413%
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