Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Essential Pptys Rlty Tr Inc (EPRT)

369 + 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
↑ +18
Streak
2Q ▲
Buyers last Q
60%

Smart Money Signals — EPRT

Based on 372 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
372 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 — +6% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

220 buying144 selling
Last quarter: 220 funds were net buyers (56 opened a brand new position + 164 added to an existing one). Only 144 were sellers (106 trimmed + 38 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 43 → 42 → 63 → 56. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 20% medium ■ 21% new
219 out of 372 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.
💎

Buying through price weakness — shares -10%, value -26%

Value
-25%
Shares
-10%
Last quarter: funds added -10% more shares while total portfolio value only changed -26%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

61 → 43 → 42 → 63 → 56 new funds/Q
New funds entering each quarter: 43 → 42 → 63 → 56. A growing number of institutions are discovering EPRT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 13% 1-2yr ■ 23% new
Of 374 current holders: 241 (64%) 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 — 44% AUM from top-100 funds

44% from top-100 AUM funds
56 of 372 holders are among the 100 largest funds by AUM, controlling 44% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 Q1, 220 hedge funds were net buyers of EPRT (56 opened a new position, 164 added to an existing one), while 144 reduced or exited (106 trimmed, 38 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 44% of total institutional value in EPRT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +18 funds (more new holders than closures). Total institutional holders: 372.

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

-- --

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

Is It Too Late to Buy Essential Pptys Rlty Tr Inc (EPRT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EPRT has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 74d ago
EPRT
+1.7%
XLRE
+10.0%

EPRT outperformed XLRE by -8.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
EPRT
+2.2%
XLRE
+3.9%

Since the filing became public, EPRT outperformed XLRE by -1.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

29 top-rated funds 1 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: EPRT
369 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 369 354 4.24%
13F Shares 213M 237M -10.16%
Total Value $5.40B $7.26B -25.64%
New Positions 55 63 -8
Increased Positions 164 127 +37
Closed Positions 40 44 -4
Reduced Positions 103 127 -24
Total Calls 2 2 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EPRT

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

369 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bayhunt Capital LLC 4.29% 152,707 $4.5M
2 Hazelview Securities Inc. 3.14% 554,738 $16.8M
3 B&I Capital AG 2.90% 281,284 $8.5M
4 Rush Island Management, LP 2.54% 1,249,087 $37.9M
5 GSI Capital Advisors LLC 2.43% 147,147 $4.5M
6 Aurora Investment Counsel 1.57% 93,318 $2.8M
7 Adelante Capital Management LLC 1.35% 650,129 $19.7M
8 Duff & Phelps Investment Management Co 1.08% 3,431,442 $104.2M
9 Cbre Investment Management Listed Real Assets LLC 0.99% 2,203,346 $66.9M
10 Burkehill Global Management, LP 0.53% 350,000 $10.6M
11 Seven Grand Managers, LLC 0.51% 250,000 $7.6M
12 Daiwa Securities Group Inc. 0.46% 5,283,108 $160.4M
13 SummitTX Capital, L.P. 0.42% 443,910 $13.5M
14 Kennedy Capital Management LLC 0.41% 636,796 $19.3M
15 Frontier Capital Management Co LLC 0.40% 1,266,487 $38.5M
16 Truvestments Capital LLC 0.37% 67,399 $2.0M
17 BlueCrest Capital Management Ltd 0.36% 200,000 $6.1M
18 Severin Investments, LLC 0.34% 12,925 $392K
19 Lighthouse Investment Partners, LLC 0.33% 308,492 $9.4M
20 Alyeska Investment Group, L.P. 0.30% 3,463,653 $105.2M
21 Landscape Capital Management, L.L.C. 0.30% 153,464 $4.7M
22 Collaborative Fund Advisors, LLC 0.27% 14,230 $432K
23 Bridgefront Capital, LLC 0.22% 28,686 $871K
24 Quantbot Technologies LP 0.21% 167,806 $5.1M
25 Vanderbilt University 0.21% 36,078 $1.1M
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

More buyers than sellers — 60% buying: Last quarter: 220 funds were net buyers (56 opened a brand new position + 164 added to an existing one). Only 144 were sellers (106 trimmed + 38 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EPRT holders?

Elite ownership — 44% AUM from top-100 funds: 56 of 372 holders are among the 100 largest funds by AUM, controlling 44% 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: 219 out of 372 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.

Is it too late to buy Essential Pptys Rlty Tr Inc (EPRT) following the 2026 Q1 hedge fund 13F filings?

As of today, EPRT has moved +2.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.9% for the XLRE sector ETF — an outperformance of -1.7%. Since the quarter end (March 31, 2026), EPRT has gained +1.7% vs +10.0% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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