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Essential Properties Realty Trust
EPRT

Overview Fund Activity

346 hedge funds and large institutions have $6.88B invested in Essential Properties Realty Trust in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 162 increasing their positions, 103 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
-7
Holders Change %
-1.98%
% of All Funds
4.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
43
Increased
162
Reduced
103
Closed
41
Calls
$1.57M
Puts
$13K
Net Calls
+$1.56M
Net Calls Change
+$29K

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.17B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$950M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$37.8M
4
State Street
4
State Street
Massachusetts
$358M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$39.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$9.5M
2
UBS AM
2
UBS AM
Illinois
$6.81M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$129M
4
Prudential Financial
4
Prudential Financial
New Jersey
$64.1M
5
SSA
5
Schonfeld Strategic Advisors
New York
$5.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
201
Allworth Financial
California
$708K +$684K +21,450 +2,891%
SIA
202
Sit Investment Associates
Minnesota
$701K – – –
SWM
203
Selective Wealth Management
Virginia
$672K – – –
AIP
204
Ameritas Investment Partners
Nebraska
$648K +$81.3K +2,549 +14%
CA
205
CSM Advisors
Pennsylvania
$606K +$606K +19,016 New
FCA
206
Fortis Capital Advisors
Kansas
$592K +$18.3K +572 +3%
BAM
207
Belpointe Asset Management
Nevada
$592K +$18.3K +572 +3%
JF
208
Jump Financial
Illinois
$582K +$38.5K +1,206 +7%
QCG
209
Quadrant Capital Group
Ohio
$582K +$25.3K +794 +5%
AC
210
Allstate Corporation
Illinois
$581K -$1.66M -52,005 -74%
TRCT
211
Tower Research Capital (TRC)
New York
$580K +$379K +11,878 +188%
Mariner
212
Mariner
Kansas
$571K -$377K -11,807 -40%
GIM
213
Glenmede Investment Management
Pennsylvania
$564K +$564K +17,677 New
GCM
214
Graham Capital Management
Connecticut
$543K +$543K +17,015 New
Creative Planning
215
Creative Planning
Kansas
$528K +$146K +4,589 +38%
Commonwealth Equity Services
216
Commonwealth Equity Services
Massachusetts
$523K +$39.6K +1,240 +8%
CIM
217
Cambria Investment Management
California
$506K +$63.5K +1,991 +14%
Public Employees Retirement Association of Colorado
218
Public Employees Retirement Association of Colorado
Colorado
$505K – – –
X
219
Xponance
Pennsylvania
$495K +$47.2K +1,480 +11%
GCP
220
GSA Capital Partners
United Kingdom
$488K +$488K +15,287 New
P
221
&Partners
Tennessee
$478K +$38.3K +1,201 +9%
Corient Private Wealth
222
Corient Private Wealth
Florida
$463K -$9.8K -307 -2%
CAU
223
Caxton Associates (UK)
$447K -$209K -6,538 -32%
EC
224
EntryPoint Capital
New York
$421K -$16.2K -508 -4%
PMA
225
Prudent Man Advisors
Illinois
$411K +$53.8K +1,686 +15%
7 8
9
10 11