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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
SWM
201
Selective Wealth Management
Virginia
$676K
Allspring Global Investments
202
Allspring Global Investments
North Carolina
$669K +$67.7K +2,137 +11%
CIM
203
Cambria Investment Management
California
$621K +$67.2K +2,122 +12%
HighTower Advisors
204
HighTower Advisors
Illinois
$605K +$52.3K +1,652 +9%
QCM
205
Quantinno Capital Management
New York
$600K -$2K -63 -0.3%
AF
206
Allworth Financial
California
$594K +$620K +19,564 New
BFM
207
Boothbay Fund Management
New York
$573K +$84.9K +2,681 +17%
X
208
Xponance
Pennsylvania
$573K +$95.7K +3,019 +19%
QCG
209
Quadrant Capital Group
Ohio
$558K +$21.6K +682 +4%
SOW
210
State of Wyoming
Wyoming
$544K +$127K +3,996 +29%
GLF
211
Groupe la Francaise
France
$539K -$66.4K -2,095 -11%
FCM
212
FJ Capital Management
Virginia
$536K
Cetera Investment Advisers
213
Cetera Investment Advisers
Illinois
$528K +$150K +4,731 +37%
FRM
214
Fox Run Management
Connecticut
$506K -$1.2M -37,878 -70%
AIP
215
Ameritas Investment Partners
Nebraska
$500K
EF
216
Empowered Funds
Pennsylvania
$498K +$520K +16,415 New
Brown Advisory
217
Brown Advisory
Maryland
$488K -$1.43M -45,254 -74%
OAM
218
Oppenheimer Asset Management
New York
$482K +$503K +15,877 New
Public Employees Retirement Association of Colorado
219
Public Employees Retirement Association of Colorado
Colorado
$480K
SGI
220
Summit Global Investments
Utah
$457K -$33.4K -1,054 -7%
YIH
221
Y-Intercept (HK)
Hong Kong
$447K -$3.41M -107,647 -88%
EC
222
EntryPoint Capital
New York
$434K
Pathstone Holdings
223
Pathstone Holdings
New Jersey
$433K +$4.85K +153 +1%
CFA
224
Collaborative Fund Advisors
Nevada
$432K +$451K +14,230 New
CIM
225
Centersquare Investment Management
Pennsylvania
$430K -$87.9K -2,774 -16%