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 10, 2025
Q4 2024
|
Jupiter Asset Management LTD
|
SELL
|
- |
-368K- 48.37% |
$11.3M - $12.6M
|
392K
$12M
|
|
|
Feb 06, 2025
Q4 2024
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-1.64K- 4.0% |
$50.7K - $56.4K
|
39.4K
$1.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11.1KNew |
$341K - $380K
|
11.1K
$337K
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.19K- 9.6% |
$36.6K - $40.8K
|
11.2K
$341K
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-6.97K- 41.4% |
$215K - $239K
|
9.87K
$301K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
27.9KNew |
$859K - $956K
|
27.9K
$849K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
77+ 47.83% |
$2.37K - $2.64K
|
238
$7.25K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-915- 99.03% |
$28.2K - $31.4K
|
9
$274
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
380New |
$11.7K - $13K
|
380
$11.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
70+ 3.39% |
$2.16K - $2.4K
|
2.13K
$65K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
44New |
$1.36K - $1.51K
|
44
$1.34K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
14New |
$431 - $480
|
14
$427
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
506New |
$15.6K - $17.4K
|
506
$15.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-500- 5.39% |
$15.4K - $17.2K
|
8.78K
$267K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
395+ 1.85% |
$12.2K - $13.6K
|
21.7K
$661K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
3.91K+ 27935.71% |
$121K - $134K
|
3.93K
$120K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-9- 47.37% |
$277 - $309
|
10
$305
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-11.6K- 59.8% |
$357K - $398K
|
7.79K
$237K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
827+ 215.36% |
$25.5K - $28.4K
|
1.21K
$36.9K
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
270New |
$7.41K - $9.31K
|
270
$8.23K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
13.1KNew |
$360K - $453K
|
13.1K
$400K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.28KNew |
$172K - $216K
|
6.28K
$191K
|
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
6KNew |
$165K - $207K
|
6K
$183K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
700New |
$19.2K - $24.1K
|
700
$21.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-15.1K- 39.02% |
$414K - $520K
|
23.6K
$718K
|
|
|
Nov 14, 2024
Q3 2024
|
Employees Retirement System Of Texas
|
BUY
|
- |
45KNew |
$1.24M - $1.55M
|
45K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
15.7K+ 192.24% |
$432K - $543K
|
23.9K
$729K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
701New |
$19.2K - $24.2K
|
701
$21.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
59.5KNew |
$1.63M - $2.05M
|
59.5K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
8.22KNew |
$226K - $283K
|
8.22K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
40KNew |
$1.1M - $1.38M
|
40K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
6.17KNew |
$169K - $213K
|
6.17K
$188K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
94New |
$2.58K - $3.24K
|
94
$2.86K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
13+ 52.0% |
$357 - $448
|
38
$1.16K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
6.12KNew |
$168K - $211K
|
6.12K
$186K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
9.7KNew |
$266K - $335K
|
9.7K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-62.8K- 17.42% |
$1.72M - $2.16M
|
298K
$9.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.1KNew |
$277K - $348K
|
10.1K
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
43+ 860.0% |
$1.18K - $1.48K
|
48
$1.46K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
181+ 26.04% |
$4.97K - $6.24K
|
876
$26.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-346- 2.52% |
$9.5K - $11.9K
|
13.4K
$408K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
1.77K+ 22.21% |
$48.6K - $61.1K
|
9.75K
$297K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
229New |
$6.29K - $7.9K
|
229
$6.98K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
56+ 0.52% |
$1.54K - $1.93K
|
10.7K
$327K
|
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-384- 1.19% |
$10.5K - $13.2K
|
31.8K
$970K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
84New |
$2.31K - $2.9K
|
84
$2.56K
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
9.77K+ 91.09% |
$268K - $337K
|
20.5K
$625K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
103New |
$2.83K - $3.55K
|
103
$3.14K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-40- 88.89% |
$1.1K - $1.38K
|
5
$152
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
6.02KNew |
$165K - $208K
|
6.02K
$183K
|
|