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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
LPL Financial
176
LPL Financial
California
$1.15M +$36.8K +1,160 +3%
BC
177
Burney Company
Virginia
$1.13M -$328K -10,365 -22%
HWAM
178
Hennion & Walsh Asset Management
New Jersey
$1.1M -$31.5K -995 -3%
VU
179
Vanderbilt University
Tennessee
$1.1M +$9.98K +315 +0.9%
MWM
180
Moran Wealth Management
Florida
$1.08M -$526K -16,610 -32%
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$1.02M +$82.9K +2,618 +8%
MML Investors Services
182
MML Investors Services
Massachusetts
$1.02M -$26.6K -839 -2%
VPIM
183
Vanguard Personalized Indexing Management
California
$990K +$91.7K +2,894 +10%
SIA
184
Sit Investment Associates
Minnesota
$988K +$196K +6,175 +23%
Pictet Asset Management
185
Pictet Asset Management
Switzerland
$985K +$105K +3,328 +11%
NAM
186
Nissay Asset Management
Japan
$983K +$61.1K +1,929 +6%
II
187
IFM Investors
Australia
$979K +$6.5K +205 +0.6%
ProShare Advisors
188
ProShare Advisors
Maryland
$943K -$241K -7,595 -20%
MSRPS
189
Maryland State Retirement & Pension System
Maryland
$929K +$45.1K +1,424 +5%
ECSS
190
Eurizon Capital SGR SpA
$876K +$452K +14,254 +100%
BC
191
Bridgefront Capital
Texas
$871K -$187K -5,912 -17%
MMA
192
Mizuho Markets Americas
New York
$847K +$884K +27,900 New
PS
193
Pensionfund Sabic
Netherlands
$835K
ET
194
Entropy Technologies
New York
$820K +$603K +19,038 +239%
Teacher Retirement System of Texas
195
Teacher Retirement System of Texas
Texas
$807K +$157K +4,967 +23%
QC
196
Quadrature Capital
United Kingdom
$807K +$842K +26,573 New
PIA
197
Perennial Investment Advisors
California
$789K -$44.6K -1,407 -5%
Mercer Global Advisors
198
Mercer Global Advisors
Colorado
$786K -$1.87K -59 -0.2%
TG
199
TCW Group
California
$759K -$1.67M -52,694 -68%
FDCDDQ
200
Federation des caisses Desjardins du Quebec
Quebec, Canada
$721K +$250K +7,878 +50%