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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
Amundi
51
Amundi
France
$22.4M +$14.9M +470,711 +177%
SO
52
STRS Ohio
Ohio
$20.8M -$1.12M -35,200 -5%
FGP
53
Freestone Grove Partners
California
$20.3M +$21.2M +669,637 New
ACM
54
Adelante Capital Management
California
$19.7M +$7.57M +238,816 +58%
KCM
55
Kennedy Capital Management
Missouri
$19.3M +$1.72M +54,210 +9%
Neuberger Berman Group
56
Neuberger Berman Group
New York
$18.9M -$6.2M -195,765 -24%
BC
57
Brookfield Corp
Ontario, Canada
$17.8M -$2.66M -84,074 -13%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$17.7M +$777K +24,517 +4%
HS
59
Hazelview Securities
Ontario, Canada
$16.8M +$1.72M +54,380 +11%
AAMU
60
APG Asset Management US
New York
$16.2M -$11.2M -353,372 -40%
Federated Hermes
61
Federated Hermes
Pennsylvania
$14.8M +$475K +15,007 +3%
SC
62
SummitTX Capital
Texas
$13.5M +$1.93M +60,993 +16%
Voloridge Investment Management
63
Voloridge Investment Management
Florida
$13.3M -$27K -853 -0.2%
BAMCO Inc
64
BAMCO Inc
New York
$13.2M +$13.8M +434,808 New
Canada Life
65
Canada Life
Manitoba, Canada
$12.5M +$428K +13,495 +3%
Raymond James Financial
66
Raymond James Financial
Florida
$12.4M -$82.7K -2,609 -0.6%
Adage Capital Partners
67
Adage Capital Partners
Massachusetts
$12.1M -$20M -630,000 -61%
Swiss National Bank
68
Swiss National Bank
Switzerland
$11.9M +$44.4K +1,400 +0.4%
Wells Fargo
69
Wells Fargo
California
$11.8M -$2.16M -68,076 -15%
State of Wisconsin Investment Board
70
State of Wisconsin Investment Board
Wisconsin
$11.4M -$675K -21,317 -5%
Asset Management One
71
Asset Management One
Japan
$11.3M -$488K -15,397 -4%
T. Rowe Price Associates
72
T. Rowe Price Associates
Maryland
$11M +$6.15M +193,988 +115%
SPS
73
Susquehanna Portfolio Strategies
Pennsylvania
$10.8M -$1.22M -38,452 -10%
California Public Employees Retirement System
74
California Public Employees Retirement System
California
$10.7M +$65.4K +2,065 +0.6%
BGM
75
Burkehill Global Management
New York
$10.6M +$11.1M +350,000 New