Essential Properties Realty Trust
EPRT
357 hedge funds and large institutions have $6.92B invested in Essential Properties Realty Trust in 2025 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 147 increasing their positions, 100 reducing their positions, and 30 closing their positions.
522% more call options, than puts
Call options by funds: $1.82M | Put options by funds: $293K
113% more capital inflows, than outflows
Capital inflows: $791M | Capital outflows: $371M
87% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 30
47% more repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 100
8% more funds holding
Funds holding: 332 → 357 (+25)
2.25% more ownership
Funds ownership: 105.93% → 108.18% (+2.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PGGM Investments
Zeist,
Netherlands
|
+$91.2M |
| 2 |
Cohen & Steers
New York
|
+$84.7M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$76.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$67.7M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
+$37.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$57.8M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$31.1M |
| 3 |
ExodusPoint Capital Management
New York
|
-$29.9M |
| 4 |
Resolution Capital
Sydney, NSW,
Australia
|
-$23.5M |
| 5 |
Morgan Stanley
New York
|
-$23.4M |
EPRT Hedge Fund Activity: Q1 2025 in Review
357 of the 7,488 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: 56 funds opened new EPRT positions and 30 closed out — a net gain of 26 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.
- 357 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.
- 56 funds opened new Essential Properties Realty Trust positions in Q1 2025 and 30 closed out, a net change of +26 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.