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Essential Properties Realty Trust

350 hedge funds and large institutions have $6.88B invested in Essential Properties Realty Trust in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 164 increasing their positions, 104 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,977% more call options, than puts

Call options by funds: $1.57M | Put options by funds: $13K

58% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 104

2% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 41

1% more ownership

Funds ownership: 108.18%109.18% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $6.92B → $6.88B (-$38.3M)

1% less funds holding

Funds holding: 355350 (-5)

Holders
350
Holders Change
-5
Holders Change %
-1.41%
% of All Funds
4.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
42
Increased
164
Reduced
104
Closed
41
Calls
$1.57M
Puts
$13K
Net Calls
+$1.56M
Net Calls Change
+$29K
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
201
Centersquare Investment Management
Pennsylvania
$737K +$16K +502 +2%
I
202
INVST
Indiana
$720K -$25K -782 -3%
AF
203
Allworth Financial
California
$708K +$685K +21,450 +2,891%
SIA
204
Sit Investment Associates
Minnesota
$701K
SWM
205
Selective Wealth Management
Virginia
$672K
AIP
206
Ameritas Investment Partners
Nebraska
$648K +$81.4K +2,549 +14%
CA
207
CSM Advisors
Pennsylvania
$606K +$607K +19,016 New
BAM
208
Belpointe Asset Management
Nevada
$592K +$18.3K +572 +3%
FCA
209
Fortis Capital Advisors
Kansas
$592K +$18.3K +572 +3%
HC
210
Henshaw Capital
Massachusetts
$584K
JF
211
Jump Financial
Illinois
$582K +$38.5K +1,206 +7%
QCG
212
Quadrant Capital Group
Ohio
$582K +$25.4K +794 +5%
AC
213
Allstate Corporation
Illinois
$581K -$1.66M -52,005 -74%
TRCT
214
Tower Research Capital (TRC)
New York
$580K +$379K +11,878 +188%
Mariner
215
Mariner
Kansas
$571K -$377K -11,807 -40%
GIM
216
Glenmede Investment Management
Pennsylvania
$564K +$565K +17,677 New
GCM
217
Graham Capital Management
Connecticut
$543K +$543K +17,015 New
Creative Planning
218
Creative Planning
Kansas
$528K +$147K +4,589 +38%
Commonwealth Equity Services
219
Commonwealth Equity Services
Massachusetts
$523K +$39.6K +1,240 +8%
CIM
220
Cambria Investment Management
California
$506K +$63.6K +1,991 +14%
Public Employees Retirement Association of Colorado
221
Public Employees Retirement Association of Colorado
Colorado
$505K
X
222
Xponance
Pennsylvania
$495K +$47.3K +1,480 +11%
GCP
223
GSA Capital Partners
United Kingdom
$488K +$488K +15,287 New
P
224
&Partners
Tennessee
$478K +$38.4K +1,201 +9%
CAU
225
Caxton Associates (UK)
$447K -$209K -6,538 -32%

EPRT Hedge Fund Activity: Q2 2025 in Review

350 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Essential Properties Realty Trust (EPRT) for Q2 2025, worth a combined $6.88B — down 0.55% from $6.92B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new EPRT positions and 41 closed out — a net gain of 1 holder — while 164 added to existing stakes and 104 trimmed.

The largest buyer was BlackRock, adding an estimated $78.8M. The largest seller was Citadel Advisors, cutting an estimated $114M.

  • 350 institutional investors held Essential Properties Realty Trust (EPRT) as of Q2 2025, down from 355 in Q1 2025.
  • Funds reported $6.88B of Essential Properties Realty Trust stock for Q2 2025, down 0.55% quarter-over-quarter.
  • 42 funds opened new Essential Properties Realty Trust positions in Q2 2025 and 41 closed out, a net change of +1 holder.
  • The largest Essential Properties Realty Trust buyer in Q2 2025 was BlackRock, an estimated $78.8M added.
  • The largest Essential Properties Realty Trust seller in Q2 2025 was Citadel Advisors, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2025.