Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Essential Pptys Rlty Tr Inc (EPRT)

372 + 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
↓ -1
Streak
1Q ▼
Buyers last Q
55%

Smart Money Signals — EPRT

Based on 374 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their EPRT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
374 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 — +7% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

208 buying167 selling
Last quarter: 208 funds bought or added vs 167 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.
➡️

Steady new buyers — ~52 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 42 → 63 → 57 → 52. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 20% medium ■ 20% new
222 out of 374 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 — ~52 new funds/quarter

45 → 42 → 63 → 57 → 52 new funds/Q
New funds entering each quarter: 42 → 63 → 57 → 52. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 64% veterans vs 23% newcomers

■ 64% veterans ■ 12% 1-2yr ■ 23% new
Entry-cohort mix of 376 holders: 242 (64%) are 2+ year veterans, 46 entered 1–2 years ago, and 88 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds
60 of 374 holders are among the 100 largest funds by AUM, controlling 63% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 2026 Q2, 208 hedge funds were net buyers of EPRT (52 opened a new position, 156 added to an existing one), while 167 reduced or exited (114 trimmed, 53 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 63% of total institutional value in EPRT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 374.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 1 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: EPRT
372 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 372 375 -0.8%
13F Shares 259M 215M 20.12%
Total Value $6.48B $5.47B 18.47%
New Positions 52 57 -5
Increased Positions 155 166 -11
Closed Positions 55 37 +18
Reduced Positions 112 105 +7
Total Calls 2 2 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EPRT

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Institutional Holders (2026 Q2)

372 + investors

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

QUARTER:
Top 25 EPRT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rush Island Management, LP 3.22% 1,630,002 $48.7M
2 Hazelview Securities Inc. 2.49% 576,148 $18.0M
3 B&I Capital AG 2.48% 37,600 $1.1M
4 Bayhunt Capital LLC 2.20% 57,279 $1.7M
5 GSI Capital Advisors LLC 2.11% 149,501 $4.5M
6 Aurora Investment Counsel 1.40% 91,448 $2.7M
7 Cbre Investment Management Listed Real Assets LLC 1.18% 2,842,370 $84.8M
8 Duff & Phelps Investment Management Co 1.14% 4,037,057 $120.5M
9 Adelante Capital Management LLC 1.08% 549,615 $16.4M
10 Sophron Capital Management L.P. 0.89% 95,745 $2.9M
11 Burkehill Global Management, LP 0.38% 350,000 $10.4M
12 MQS Management LLC 0.38% 10,324 $308K
13 SummitTX Capital, L.P. 0.36% 470,594 $14.0M
14 Lighthouse Investment Partners, LLC 0.33% 399,778 $11.9M
15 Kennedy Capital Management LLC 0.32% 612,785 $18.3M
16 Frontier Capital Management Co LLC 0.31% 1,117,620 $33.4M
17 Daiwa Securities Group Inc. 0.30% 5,189,719 $154.9M
18 Severin Investments, LLC 0.30% 13,313 $397K
19 Landscape Capital Management, L.L.C. 0.29% 151,175 $4.5M
20 Collaborative Fund Advisors, LLC 0.29% 16,442 $491K
21 Truvestments Capital LLC 0.29% 64,404 $1.9M
22 First National Advisers, LLC 0.28% 67,626 $2.0M
23 Edgestream Partners, L.P. 0.24% 275,612 $8.2M
24 Alyeska Investment Group, L.P. 0.23% 2,978,241 $88.9M
25 Polaris Capital Management, LLC 0.19% 68,400 $2.0M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their EPRT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for EPRT?

Slight buying edge — 55% buying: Last quarter: 208 funds bought or added vs 167 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 — 63% AUM from top-100 funds: 60 of 374 holders are among the 100 largest funds by AUM, controlling 63% 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?

59% of holders stayed for 2+ years: 222 out of 374 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.

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