Latest Institutional Transactions on Essential Properties Realty Trust, Inc. (EPRT)
This table provides information on the latest institutional transactions involving Essential Properties Realty Trust, Inc. (EPRT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
2.28K+ 5.09% |
$70.4K - $78.3K
|
47.1K
$1.47M
|
|
|
Feb 06, 2025
Q4 2024
|
B&I Capital Ag
|
SELL
|
- |
-11.2K- 8.5% |
$345K - $384K
|
121K
$3.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-1.64K- 4.0% |
$50.7K - $56.4K
|
39.4K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
43.2K+ 1.53% |
$1.33M - $1.48M
|
2.87M
$89.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-119K- 7.93% |
$3.68M - $4.1M
|
1.39M
$43.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
9.88K+ 56.78% |
$305K - $339K
|
27.3K
$853K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
399+ 0.79% |
$12.3K - $13.7K
|
50.9K
$1.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
685KNew |
$21.1M - $23.5M
|
685K
$21.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.65K- 3.01% |
$50.8K - $56.6K
|
53.2K
$1.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
158KNew |
$4.87M - $5.42M
|
158K
$4.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
188+ 0.71% |
$5.79K - $6.45K
|
26.6K
$830K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
13.3K+ 14.51% |
$409K - $455K
|
105K
$3.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.42K+ 7.33% |
$167K - $186K
|
79.5K
$2.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11.1KNew |
$341K - $380K
|
11.1K
$346K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
4+ 0.9% |
$123 - $137
|
448
$14K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
2.05K+ 11.37% |
$63.2K - $70.4K
|
20.1K
$629K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-23- 0.39% |
$709 - $789
|
5.81K
$182K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-70- 0.02% |
$2.16K - $2.4K
|
329K
$10.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.19K- 9.6% |
$36.6K - $40.8K
|
11.2K
$350K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.8K+ 275.54% |
$55.5K - $61.8K
|
2.46K
$76.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.12K+ 1834.43% |
$34.5K - $38.4K
|
1.18K
$36.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
5.57K+ 6.17% |
$172K - $191K
|
95.8K
$3M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
34+ 3.08% |
$1.05K - $1.17K
|
1.14K
$35.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 12.5% |
$616 - $686
|
180
$5.63K
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-6.97K- 41.4% |
$215K - $239K
|
9.87K
$309K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-227- 0.44% |
$7K - $7.79K
|
51.4K
$1.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 0.24% |
$3.08K - $3.43K
|
41.2K
$1.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
70.8K+ 11.73% |
$2.18M - $2.43M
|
674K
$21.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-8.7K- 1.55% |
$268K - $298K
|
551K
$17.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
27.9KNew |
$859K - $956K
|
27.9K
$871K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
470K+ 18.94% |
$14.5M - $16.1M
|
2.95M
$92.2M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-5.72K- 8.14% |
$176K - $196K
|
64.6K
$2.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
9.17KNew |
$283K - $315K
|
9.17K
$287K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-815- 1.47% |
$25.1K - $28K
|
54.6K
$1.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
77+ 47.83% |
$2.37K - $2.64K
|
238
$7.44K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-24.2K- 6.47% |
$746K - $831K
|
350K
$10.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-915- 99.03% |
$28.2K - $31.4K
|
9
$281
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
380New |
$11.7K - $13K
|
380
$11.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.16K- 0.4% |
$66.6K - $74.1K
|
544K
$17M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-346- 1.55% |
$10.7K - $11.9K
|
21.9K
$686K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1- 0.14% |
$30.8 - $34.3
|
700
$21.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
70+ 3.39% |
$2.16K - $2.4K
|
2.13K
$66.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
44New |
$1.36K - $1.51K
|
44
$1.38K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
61+ 0.3% |
$1.88K - $2.09K
|
20.2K
$633K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
3.17K+ 10.5% |
$97.6K - $109K
|
33.3K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.03K+ 58.09% |
$217K - $241K
|
19.1K
$599K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-5.87K- 2.4% |
$181K - $201K
|
239K
$7.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
17.7K+ 53.85% |
$546K - $608K
|
50.6K
$1.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.27K- 1.86% |
$39.1K - $43.5K
|
66.8K
$2.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.71K- 12.31% |
$52.7K - $58.7K
|
12.2K
$381K
|