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Essential Properties Realty Trust
EPRT

Overview Fund Activity

353 hedge funds and large institutions have $6.85B invested in Essential Properties Realty Trust in 2025 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 145 increasing their positions, 98 reducing their positions, and 31 closing their positions.

Holders
353
Holders Change
+24
Holders Change %
+7.29%
% of All Funds
4.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
57
Increased
145
Reduced
98
Closed
31
Calls
$1.82M
Puts
$293K
Net Calls
+$1.53M
Net Calls Change
-$141K

Top Buyers

1
PI
1
PGGM Investments
Netherlands
$93.8M
2
Cohen & Steers
2
Cohen & Steers
New York
$280M
3
Invesco
3
Invesco
Georgia
$231M
4
Citadel Advisors
4
Citadel Advisors
Florida
$126M
5
NL
5
Nuveen LLC
North Carolina
$59.5M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$9.11M
3
Prudential Financial
3
Prudential Financial
New Jersey
$86.4M
4
ECM
4
ExodusPoint Capital Management
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$161M
Name Market Value Shares Shares
Change 		Shares
Change %
KK
176
KLP Kapitalforvaltning
Norway
$1.15M 34,900 – –
VanEck Associates
177
VanEck Associates
New York
$1.13M 34,704 +1,386 +4%
EP
178
Edgestream Partners
New Jersey
$1.12M 34,281 -123,833 -78%
SO
179
STRS Ohio
Ohio
$1.07M 32,800 – –
SPS
180
Susquehanna Portfolio Strategies
Pennsylvania
$1.07M 32,800 +32,800 New
CPC
181
Cookson Peirce & Co
Pennsylvania
$1.04M 31,796 +4,517 +17%
PS
182
Pensionfund Sabic
Netherlands
$996K 30,500 -4,000 -12%
Allspring Global Investments
183
Allspring Global Investments
North Carolina
$994K 30,653 +10,420 +52%
VPIM
184
Vanguard Personalized Indexing Management
California
$993K 30,413 +2,738 +10%
B
185
Bailard
California
$991K 30,353 -1,100 -3%
GCM
186
Greenland Capital Management
New York
$970K 29,723 -25,220 -46%
Mariner
187
Mariner
Kansas
$970K 29,704 -1,798 -6%
XT
188
XTX Topco
Cayman Islands
$955K 29,248 +29,248 New
MML Investors Services
189
MML Investors Services
Massachusetts
$943K 28,899 +3,635 +14%
LPL Financial
190
LPL Financial
California
$940K 28,805 +2,402 +9%
PIA
191
Perennial Investment Advisors
California
$936K 28,665 -328 -1%
EMPI
192
Elo Mutual Pension Insurance
Finland
$916K 28,067 +28,067 New
TG
193
TCW Group
California
$910K 27,865 – –
MOACM
194
Mutual of America Capital Management
New York
$892K 27,331 +772 +3%
NAM
195
Nissay Asset Management
Japan
$889K 27,237 +1,801 +7%
AI
196
Atom Investors
Texas
$813K 24,916 +24,916 New
MGP
197
Metis Global Partners
California
$776K 23,775 +3,671 +18%
HighTower Advisors
198
HighTower Advisors
Illinois
$766K 23,469 +9,976 +74%
I
199
INVST
Indiana
$762K 23,335 +23,335 New
CIM
200
Centersquare Investment Management
Pennsylvania
$737K 22,591 +28 +0.1%
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