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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.51K- 14.55% |
$46.6K - $51.9K
|
8.89K
$278K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-3.52K- 2.09% |
$108K - $121K
|
165K
$5.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
14New |
$431 - $480
|
14
$438
|
|
|
Jan 27, 2025
Q4 2024
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
19.2K+ 54.27% |
$592K - $659K
|
54.6K
$1.71M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
412+ 0.22% |
$12.7K - $14.1K
|
184K
$5.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-6- 2.38% |
$185 - $206
|
246
$7.69K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
506New |
$15.6K - $17.4K
|
506
$15.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
22.4K+ 63.64% |
$689K - $767K
|
57.5K
$1.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
2.94K+ 61.12% |
$90.6K - $101K
|
7.75K
$242K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
34+ 5.49% |
$1.05K - $1.17K
|
653
$20.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-14.6K- 16.34% |
$449K - $500K
|
74.6K
$2.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-4.66K- 1.63% |
$144K - $160K
|
282K
$8.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-500- 5.39% |
$15.4K - $17.2K
|
8.78K
$274K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.33K+ 36.73% |
$103K - $114K
|
12.4K
$388K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-8.25K- 57.21% |
$254K - $283K
|
6.17K
$193K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
468+ 74.52% |
$14.4K - $16.1K
|
1.1K
$34.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
395+ 1.85% |
$12.2K - $13.6K
|
21.7K
$679K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
17.3K+ 145.41% |
$532K - $593K
|
29.2K
$912K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-2.37K- 3.59% |
$73.1K - $81.4K
|
63.7K
$1.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-9- 47.37% |
$277 - $309
|
10
$313
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
3.91K+ 27935.71% |
$121K - $134K
|
3.93K
$123K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-5- 1.27% |
$154 - $172
|
390
$12.2K
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-20K- 23.39% |
$616K - $686K
|
65.5K
$2.05M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-11.6K- 59.8% |
$357K - $398K
|
7.79K
$244K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
762+ 24.02% |
$23.5K - $26.1K
|
3.94K
$123K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
827+ 215.36% |
$25.5K - $28.4K
|
1.21K
$37.9K
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
270New |
$7.41K - $9.31K
|
270
$8.44K
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.03K+ 0.82% |
$55.8K - $70.2K
|
251K
$7.85M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.34KNew |
$174K - $219K
|
6.34K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
13.1KNew |
$360K - $453K
|
13.1K
$410K
|
|
|
Nov 14, 2024
Q3 2024
|
Grs Advisors, LLC
Chicago, IL |
SELL
|
- |
-588K- 88.84% |
$16.1M - $20.3M
|
73.9K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
6.33KNew |
$174K - $218K
|
6.33K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.28KNew |
$172K - $216K
|
6.28K
$196K
|
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
6KNew |
$165K - $207K
|
6K
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-150- 0.51% |
$4.12K - $5.17K
|
29K
$907K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
700New |
$19.2K - $24.1K
|
700
$21.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-15.1K- 39.02% |
$414K - $520K
|
23.6K
$736K
|
|
|
Nov 14, 2024
Q3 2024
|
Employees Retirement System Of Texas
|
BUY
|
- |
45KNew |
$1.24M - $1.55M
|
45K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-193K- 69.08% |
$5.3M - $6.66M
|
86.4K
$2.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
40KNew |
$1.1M - $1.38M
|
40K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
8.22KNew |
$226K - $283K
|
8.22K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
59.5KNew |
$1.63M - $2.05M
|
59.5K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
701New |
$19.2K - $24.2K
|
701
$21.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
15.7K+ 192.24% |
$432K - $543K
|
23.9K
$748K
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
6.88KNew |
$189K - $237K
|
6.88K
$215K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
94New |
$2.58K - $3.24K
|
94
$2.94K
|
|
|
Nov 13, 2024
Q3 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
6.17KNew |
$169K - $213K
|
6.17K
$193K
|
|
|
Nov 13, 2024
Q3 2024
|
Polaris Capital Management, LLC
Boston, MA |
BUY
|
- |
58.2KNew |
$1.6M - $2.01M
|
58.2K
$1.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
13+ 52.0% |
$357 - $448
|
38
$1.19K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
6.12KNew |
$168K - $211K
|
6.12K
$191K
|
|