Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ESSENTIAL PPTYS RLTY TR INC (EPRT)

337 + Investors. Track Smart Money conviction in EPRT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +21
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — EPRT

Based on 335 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added EPRT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
335 hedge funds hold EPRT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+30 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

186 buying162 selling
Last quarter: 186 funds bought or added vs 162 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+24 vs last Q)

new funds entering per quarter
Funds opening a new EPRT position: 60 → 40 → 39 → 63. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 24% medium ■ 17% new
195 out of 335 hedge funds have held EPRT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~63 new funds/quarter

43 → 60 → 40 → 39 → 63 new funds/Q
New funds entering each quarter: 60 → 40 → 39 → 63. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 14% 1-2yr ■ 23% new
Of 337 current holders: 213 (63%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
44 of 335 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in EPRT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — EPRT

In 2025 Q4, 186 hedge funds were net buyers of EPRT (63 opened a new position, 123 added to an existing one), while 162 reduced or exited (120 trimmed, 42 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 52% of total institutional value in EPRT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +21 funds (more new holders than closures). Total institutional holders: 335.

Hedge Fund Ownership: EPRT

How many hedge funds hold EPRT — quarterly history vs. share price
Quarterly hedge fund ownership of EPRT vs. share price

Market Analysis: EPRT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EPRT

Real Estate REIT - Retail

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

56 top-rated funds 0 high-conviction
Consensus
7.6
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: EPRT
2026 Q1 Stats Unlock in 8 days 337 + Investors

Track Smart Money conviction in EPRT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 337 317 6.31%
13F Shares 235M 211M 11.34%
Total Value $7.20B $6.25B 15.14%
New Positions 63 39 +24
Increased Positions 126 118 +8
Closed Positions 42 49 -7
Reduced Positions 123 125 -2
Total Calls 2 2 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.5 Bullish

Statistics: EPRT

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

337 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EPRT. Verified SEC 13F-HR filings.

Top 25 institutional holders of EPRT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 B&I Capital AG 2.90% 281,284 $8.5M
2 Aurora Investment Counsel 1.57% 93,318 $2.8M
3 DUFF & PHELPS INVESTMENT MANAGEMENT CO 1.08% 3,431,442 $104.2M
4 Pensionfund PDN 1.06% 60,500 $2K
5 Pensionfund Sabic 1.01% 27,500 —
6 SEVEN GRAND MANAGERS, LLC 0.51% 250,000 $7.6M
7 Severin Investments, LLC 0.34% 12,925 $392K
8 Collaborative Fund Advisors, LLC 0.27% 14,230 $432K
9 Vanderbilt University 0.21% 36,078 $1.1M
10 Selective Wealth Management, Inc. 0.20% 21,709 $676K
11 PURSUE WEALTH PARTNERS LLC 0.19% 10,560 $321K
12 BCO Wealth Management LLC 0.18% 9,650 $293K
13 Polaris Capital Management, LLC 0.16% 63,200 $1.9M
14 Cetera Trust Company, N.A 0.14% 8,200 $249K
15 GSA CAPITAL PARTNERS LLP 0.13% 70,517 $2K
16 Lifestyle Asset Management, Inc. 0.13% 13,241 $402K
17 OVERSEA-CHINESE BANKING Corp Ltd 0.12% 141,347 $4.3M
18 Covestor Ltd 0.09% 4,103 —
19 STRS OHIO 0.08% 684,400 $20.8M
20 Aptus Capital Advisors, LLC 0.08% 337,304 $10.2M
21 State of Alaska, Department of Revenue 0.07% 224,791 $7K
22 New Age Alpha Advisors, LLC 0.06% 42,707 $1.3M
23 THRIVENT FINANCIAL FOR LUTHERANS 0.06% 1,021,103 $31K
24 Russell Investments Group, Ltd. 0.05% 1,671,759 $50.8M
25 Louisiana State Employees Retirement System 0.05% 93,100 $3K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ESSENTIAL PPTYS RLTY TR INC (EPRT)

What does the Smart Money Trend signal show for EPRT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added EPRT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EPRT?

Slight buying edge — 53% buying: Last quarter: 186 funds bought or added vs 162 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EPRT holders?

Elite ownership — 52% AUM from top-100 funds: 44 of 335 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in EPRT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EPRT?

58% of holders stayed for 2+ years: 195 out of 335 hedge funds have held EPRT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.