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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
KK
176
KLP Kapitalforvaltning
Norway
$1.15M – – –
VanEck Associates
177
VanEck Associates
New York
$1.13M +$44K +1,386 +4%
EP
178
Edgestream Partners
New Jersey
$1.12M -$3.93M -123,833 -78%
SO
179
STRS Ohio
Ohio
$1.07M – – –
SPS
180
Susquehanna Portfolio Strategies
Pennsylvania
$1.07M +$1.04M +32,800 New
CPC
181
Cookson Peirce & Co
Pennsylvania
$1.04M +$143K +4,517 +17%
PS
182
Pensionfund Sabic
Netherlands
$996K -$127K -4,000 -12%
Allspring Global Investments
183
Allspring Global Investments
North Carolina
$994K +$331K +10,420 +52%
VPIM
184
Vanguard Personalized Indexing Management
California
$993K +$86.9K +2,738 +10%
B
185
Bailard
California
$991K -$34.9K -1,100 -3%
GCM
186
Greenland Capital Management
New York
$970K -$801K -25,220 -46%
Mariner
187
Mariner
Kansas
$970K -$57.1K -1,798 -6%
XT
188
XTX Topco
Cayman Islands
$955K +$929K +29,248 New
MML Investors Services
189
MML Investors Services
Massachusetts
$943K +$115K +3,635 +14%
LPL Financial
190
LPL Financial
California
$940K +$76.3K +2,402 +9%
PIA
191
Perennial Investment Advisors
California
$936K -$10.4K -328 -1%
EMPI
192
Elo Mutual Pension Insurance
Finland
$916K +$891K +28,067 New
TG
193
TCW Group
California
$910K – – –
MOACM
194
Mutual of America Capital Management
New York
$892K +$24.5K +772 +3%
NAM
195
Nissay Asset Management
Japan
$889K +$57.2K +1,801 +7%
AI
196
Atom Investors
Texas
$813K +$791K +24,916 New
SI
197
Severin Investments
Missouri
$780K +$347K +10,943 +85%
MGP
198
Metis Global Partners
California
$776K +$117K +3,671 +18%
HighTower Advisors
199
HighTower Advisors
Illinois
$766K +$317K +9,976 +74%
I
200
INVST
Indiana
$762K +$741K +23,335 New
6 7
8
9 10

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.