We are live on ! Find out more
EPRT icon

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
KOCAA
126
Knights of Columbus Asset Advisors
Connecticut
$3M -$1.45M -45,616 -33%
VI
127
Vestcor Inc
New Brunswick, Canada
$2.94M +$2.86M +90,090 New
LSERS
128
Louisiana State Employees Retirement System
Louisiana
$2.89M +$114K +3,600 +4%
QCM
129
QRG Capital Management
Illinois
$2.87M +$270K +8,510 +11%
RAM
130
Resona Asset Management
Japan
$2.67M +$374K +11,791 +17%
State of Tennessee, Department of Treasury
131
State of Tennessee, Department of Treasury
Tennessee
$2.52M -$68.3K -2,151 -3%
IIM
132
INTECH Investment Management
Florida
$2.51M +$239K +7,513 +11%
SCM
133
Sterling Capital Management
North Carolina
$2.44M -$163K -5,120 -6%
BNP Paribas Financial Markets
134
BNP Paribas Financial Markets
France
$2.43M +$28.8K +907 +1%
GA
135
GRS Advisors
Illinois
$2.43M +$21.3K +671 +0.9%
Royal Bank of Canada
136
Royal Bank of Canada
Ontario, Canada
$2.42M +$1.45M +45,561 +159%
Jane Street
137
Jane Street
New York
$2.35M +$2.29M +71,991 New
AC
138
Allstate Corporation
Illinois
$2.29M – – –
YCM
139
Yousif Capital Management
Michigan
$2.27M +$92.7K +2,920 +4%
Ensign Peak Advisors
140
Ensign Peak Advisors
Utah
$2.2M – – –
SC
141
SummitTX Capital
Texas
$2.15M +$2.09M +65,870 New
PCM
142
Polaris Capital Management
Massachusetts
$1.98M +$79.4K +2,500 +4%
PDN
143
Pensionfund DSM Netherlands
Netherlands
$1.98M -$159K -5,000 -8%
State of New Jersey Common Pension Fund D
144
State of New Jersey Common Pension Fund D
New Jersey
$1.97M -$134K -4,235 -7%
Aberdeen Group
145
Aberdeen Group
United Kingdom
$1.95M +$72K +2,267 +4%
New York State Common Retirement Fund
146
New York State Common Retirement Fund
New York
$1.81M +$31.1K +979 +2%
VOYA Investment Management
147
VOYA Investment Management
Georgia
$1.8M -$3.86M -121,553 -69%
MWM
148
Moran Wealth Management
Florida
$1.8M -$21.5K -678 -1%
NIG
149
NFJ Investment Group
Texas
$1.8M – – –
MSRPS
150
Maryland State Retirement & Pension System
Maryland
$1.79M -$135K -4,248 -7%
4 5
6
7 8

EPRT Hedge Fund Activity: Q1 2025 in Review

355 of the 7,458 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.