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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
BlackRock
1
BlackRock
New York
$1.13B +$3.4M +107,287 +0.3%
Cohen & Steers
2
Cohen & Steers
New York
$899M +$348M +10,995,390 +59%
VPM
3
Vanguard Portfolio Management
Pennsylvania
$602M +$629M +19,839,832 New
State Street
4
State Street
Massachusetts
$352M +$9.99M +315,315 +3%
VCM
5
Vanguard Capital Management
Pennsylvania
$284M +$296M +9,356,540 New
Wellington Management Group
6
Wellington Management Group
Massachusetts
$252M +$14.1M +443,821 +6%
Invesco
7
Invesco
Georgia
$172M -$5.72M -180,435 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$169M +$10.4M +326,996 +6%
Daiwa Securities Group
9
Daiwa Securities Group
Japan
$160M +$40.7M +1,285,515 +32%
Two Sigma Investments
10
Two Sigma Investments
New York
$157M +$101M +3,197,717 +161%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$156M +$37.8M +1,193,178 +31%
Morgan Stanley
12
Morgan Stanley
New York
$139M -$17.2M -544,113 -11%
Prudential Financial
13
Prudential Financial
New Jersey
$138M +$23.3M +736,248 +19%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$131M +$308K +9,711 +0.2%
Charles Schwab
15
Charles Schwab
California
$113M +$8.58M +270,767 +8%
Alyeska Investment Group
16
Alyeska Investment Group
Illinois
$105M +$4.15M +130,897 +4%
DPIM
17
Duff & Phelps Investment Management
Illinois
$104M +$209K +6,600 +0.2%
N
18
Nuveen
North Carolina
$95.5M +$49.7M +1,568,945 +100%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$94.2M +$5.84M +184,196 +6%
Principal Financial Group
20
Principal Financial Group
Iowa
$84.2M +$3.27M +103,311 +4%
Deutsche Bank
21
Deutsche Bank
Germany
$78.7M -$33.1M -1,045,810 -29%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$78M -$4.29M -135,412 -5%
Northern Trust
23
Northern Trust
Illinois
$74.4M +$3.43M +108,332 +5%
PI
24
PGGM Investments
Netherlands
$69.8M -$14M -442,779 -16%
CIMLRA
25
CBRE Investment Management Listed Real Assets
Pennsylvania
$66.9M +$21.6M +683,196 +45%