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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
9.18KNew |
$227K - $257K
|
9.18K
$287K
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
17.1KNew |
$422K - $477K
|
17.1K
$533K
|
|
|
Aug 14, 2024
Q2 2024
|
Aew Capital Management L P
|
SELL
|
- |
-154K- 13.03% |
$3.82M - $4.31M
|
1.03M
$32.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
15.2KNew |
$377K - $426K
|
15.2K
$477K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.77M+ 8.96% |
$68.6M - $77.4M
|
33.7M
$1.05B
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-58- 13.21% |
$1.44K - $1.62K
|
381
$11.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.24K+ 581.09% |
$55.5K - $62.7K
|
2.63K
$82.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
14.6KNew |
$361K - $407K
|
14.6K
$456K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18New |
$446 - $503
|
18
$563
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
11.3K+ 33.79% |
$279K - $314K
|
44.5K
$1.39M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
212+ 97.7% |
$5.25K - $5.93K
|
429
$13.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-36.9K- 13.12% |
$914K - $1.03M
|
244K
$7.64M
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-16.1K- 11.81% |
$399K - $451K
|
120K
$3.77M
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
118+ 0.17% |
$2.92K - $3.3K
|
68.5K
$2.14M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
337New |
$8.34K - $9.42K
|
337
$10.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-201- 1.58% |
$4.98K - $5.62K
|
12.5K
$392K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
266+ 52.16% |
$6.59K - $7.43K
|
776
$24.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-24.6K- 33.2% |
$610K - $688K
|
49.5K
$1.55M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
72New |
$1.78K - $2.01K
|
72
$2.25K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-56- 62.92% |
$1.39K - $1.57K
|
33
$1.03K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-67- 20.55% |
$1.66K - $1.87K
|
259
$8.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 9.52% |
$248 - $280
|
115
$3.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
53New |
$1.31K - $1.48K
|
53
$1.66K
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
BUY
|
- |
3.72K+ 19.0% |
$92.2K - $104K
|
23.3K
$729K
|
|
| Q1 2024 | |||||||
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
350+ 29.17% |
$8.32K - $9.33K
|
1.55K
$48.5K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-104- 19.33% |
$2.47K - $2.77K
|
434
$13.6K
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.9KNew |
$259K - $290K
|
10.9K
$340K
|
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
8.51KNew |
$202K - $227K
|
8.51K
$266K
|
|
|
May 15, 2024
Q1 2024
|
Hgi Capital Management, LLC
New York, NY |
BUY
|
- |
7.27K+ 62.72% |
$173K - $194K
|
18.9K
$590K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
234New |
$5.56K - $6.24K
|
234
$7.32K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
17.8KNew |
$424K - $476K
|
17.8K
$558K
|
|
|
May 15, 2024
Q1 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.42K+ 24.97% |
$57.5K - $64.4K
|
12.1K
$378K
|
|
|
May 15, 2024
Q1 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
14.5KNew |
$346K - $388K
|
14.5K
$455K
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
22.8KNew |
$541K - $607K
|
22.8K
$711K
|
|
|
May 14, 2024
Q1 2024
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
125KNew |
$2.97M - $3.33M
|
125K
$3.91M
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-3.4K- 4.8% |
$80.8K - $90.6K
|
67.4K
$2.11M
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.2MNew |
$28.6M - $32M
|
1.2M
$37.6M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-803- 5.81% |
$19.1K - $21.4K
|
13K
$407K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-6.92K- 93.4% |
$165K - $185K
|
489
$15.3K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-253- 2.18% |
$6.02K - $6.74K
|
11.3K
$355K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
11.6K+ 12.71% |
$275K - $309K
|
103K
$3.21M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-751- 0.88% |
$17.9K - $20K
|
84.2K
$2.63M
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
742+ 3.4% |
$17.6K - $19.8K
|
22.6K
$707K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2KNew |
$47.6K - $53.3K
|
2K
$62.5K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
6.82K+ 3.27% |
$162K - $182K
|
215K
$6.72M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
5K+ 18.9% |
$119K - $133K
|
31.5K
$984K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-81K- 72.93% |
$1.93M - $2.16M
|
30.1K
$940K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
20New |
$476 - $533
|
20
$625
|
|
|
May 03, 2024
Q1 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
10.6KNew |
$251K - $282K
|
10.6K
$330K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
31K+ 206.67% |
$737K - $826K
|
46K
$1.44M
|
|