Institutional & Family Asset Management, LLC Essential Properties Realty Trust, Inc. Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Feb 03, 2021	SELL	$16.52 - $21.49 $1,486 - $1,934	-90 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$10.01 - $18.62 $150 - $279	15 Added 20.0%	90 $1,000
Q3 2019 Nov 14, 2019	BUY	$19.48 - $23.49 $1,461 - $1,761	75 New	75 $2,000

Others Institutions Holding EPRT

# of Institutions

340

Shares Held

191M

Call Options Held

63.1K

Put Options Held

17K

Black Rock Inc. New York, NY

33.7M
Shares

$1.04 Billion
0.02% of portfolio
Vanguard Group Inc Valley Forge, PA

27.1M
Shares

$837 Million
0.02% of portfolio
State Street Corp Boston, MA

10M
Shares

$309 Million
0.01% of portfolio
Wellington Management Group LLP Boston, MA

9.72M
Shares

$300 Million
0.06% of portfolio
Cohen & Steers, Inc. New York, NY

6.87M
Shares

$212 Million
0.42% of portfolio

View Full List

About ESSENTIAL PROPERTIES REALTY TRUST, INC.

Ticker EPRT
Exchange NYSE
Sector Real Estate
Industry REIT—Diversified
Shares Outstandng 142,376,992
Market Cap $4.39B
Description
Essential Properties Realty Trust, Inc., a real estate company, acquires, owns, and manages single-tenant properties in the United States. The company leases its properties to middle-market companies, such as restaurants, car washes, automotive services, medical and dental services, convenience stores, equipment rental, entertainment, early chil...

More about EPRT

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