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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
N
26
Nuveen
North Carolina
$59.5M +$13.4M +421,356 +30%
JP Morgan Chase
27
JP Morgan Chase
New York
$58.1M -$2.23M -70,190 -4%
Balyasny Asset Management
28
Balyasny Asset Management
Illinois
$53.9M +$16.9M +530,759 +47%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$48.3M -$176K -5,542 -0.4%
Victory Capital Management
30
Victory Capital Management
Texas
$46.5M +$1.16M +36,692 +3%
Brown Advisory
31
Brown Advisory
Maryland
$45.8M -$440K -13,864 -1%
Millennium Management
32
Millennium Management
New York
$45.5M +$5.1M +160,772 +13%
Goldman Sachs
33
Goldman Sachs
New York
$45.3M +$6.19M +195,057 +16%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$44.1M -$3.06M -96,237 -7%
AllianceBernstein
35
AllianceBernstein
Tennessee
$40.6M +$8.84M +278,316 +29%
Legal & General Group
36
Legal & General Group
United Kingdom
$38.9M +$541K +17,027 +1%
UBS AM
37
UBS AM
Illinois
$38M +$1.08M +33,903 +3%
Universal-Beteiligungs- und Servicegesellschaft
38
Universal-Beteiligungs- und Servicegesellschaft
Germany
$37.2M +$36.2M +1,140,433 New
LCOV
39
London Company of Virginia
Virginia
$36M -$37.7K -1,189 -0.1%
Marshall Wace
40
Marshall Wace
United Kingdom
$35.5M +$6.92M +217,990 +25%
Bank of America
41
Bank of America
North Carolina
$34.6M +$3.12M +98,288 +10%
Ameriprise
42
Ameriprise
Minnesota
$31.1M +$2.48M +78,011 +9%
Tudor Investment Corp
43
Tudor Investment Corp
Connecticut
$29.8M +$24.6M +774,516 +560%
AAMU
44
APG Asset Management US
New York
$29.5M – – –
HRES
45
Heitman Real Estate Securities
Illinois
$29.3M -$17.4M -548,695 -38%
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$29.3M +$710K +22,357 +3%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$29.1M +$2.59M +81,549 +10%
American Century Companies
48
American Century Companies
Missouri
$27.9M -$14.4M -452,238 -35%
BC
49
Brookfield Corp
Ontario, Canada
$26.2M +$6.71M +211,310 +36%
Voloridge Investment Management
50
Voloridge Investment Management
Florida
$25.7M -$697K -21,948 -3%
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EPRT Hedge Fund Activity: Q1 2025 in Review

355 of the 7,457 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.