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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
JCIA
151
Jackson Creek Investment Advisors
Colorado
$1.74M -$1.11K -35 -0.1%
AB
152
Amalgamated Bank
New York
$1.73M +$53.7K +1,693 +3%
BC
153
Burney Company
Virginia
$1.71M -$356K -11,203 -18%
Natixis Advisors
154
Natixis Advisors
Massachusetts
$1.69M +$170K +5,362 +12%
SMDAM
155
Sumitomo Mitsui DS Asset Management
Japan
$1.65M – – –
ASRS
156
Arizona State Retirement System
Arizona
$1.64M -$18.8K -591 -1%
VVP
157
Venture Visionary Partners
Ohio
$1.63M – – –
UM
158
UniSuper Management
Australia
$1.61M – – –
Credit Agricole
159
Credit Agricole
France
$1.61M – – –
VU
160
Vanderbilt University
Tennessee
$1.56M -$213K -6,718 -12%
LCM
161
Landscape Capital Management
New Jersey
$1.53M +$351K +11,052 +31%
ETC
162
Exchange Traded Concepts
Oklahoma
$1.52M -$886K -27,912 -37%
M&T Bank
163
M&T Bank
New York
$1.5M -$37.3K -1,175 -2%
State Board of Administration of Florida Retirement System
164
State Board of Administration of Florida Retirement System
Florida
$1.45M – – –
OPERF
165
Oregon Public Employees Retirement Fund
Oregon
$1.4M +$57.1K +1,800 +4%
Lazard Asset Management
166
Lazard Asset Management
New York
$1.4M +$168K +5,307 +14%
ProShare Advisors
167
ProShare Advisors
Maryland
$1.36M -$360K -11,324 -21%
Mercer Global Advisors
168
Mercer Global Advisors
Colorado
$1.27M +$147K +4,615 +13%
CWM
169
CIBC World Markets
New York
$1.27M +$715K +22,513 +137%
HWAM
170
Hennion & Walsh Asset Management
New Jersey
$1.27M +$310K +9,762 +33%
Teacher Retirement System of Texas
171
Teacher Retirement System of Texas
Texas
$1.24M +$626K +19,715 +108%
Pictet Asset Management
172
Pictet Asset Management
Switzerland
$1.24M -$538K -16,944 -31%
PFSRSONJ
173
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.23M – – –
A
174
AlphaQuest
New York
$1.21M +$1.17M +36,937 +3,693,700%
II
175
IFM Investors
Australia
$1.15M -$164K -5,153 -13%
5 6
7
8 9

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.