Latest Institutional Purchases of Essential Properties Realty Trust, Inc. (EPRT)
This list provides information on the latest institutional transactions involving Essential Properties Realty Trust, Inc. (EPRT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
266+ 52.16% |
$6.59K - $7.43K
|
776
$26K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
212+ 97.7% |
$5.25K - $5.93K
|
429
$14.4K
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
118+ 0.17% |
$2.92K - $3.3K
|
68.5K
$2.29M
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
72New |
$1.78K - $2.01K
|
72
$2.41K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
53New |
$1.31K - $1.48K
|
53
$1.77K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18New |
$446 - $503
|
18
$602
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 9.52% |
$248 - $280
|
115
$3.85K
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
7+ 0.04% |
$173 - $196
|
16.3K
$546K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
6+ 1.2% |
$149 - $168
|
506
$16.9K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.2MNew |
$28.6M - $32M
|
1.2M
$40.2M
|
|
May 14, 2024
Q1 2024
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
125KNew |
$2.97M - $3.33M
|
125K
$4.18M
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
31K+ 206.67% |
$737K - $826K
|
46K
$1.54M
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
22.8KNew |
$541K - $607K
|
22.8K
$761K
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
18.8K+ 64.03% |
$446K - $500K
|
48K
$1.61M
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
17.8KNew |
$424K - $476K
|
17.8K
$597K
|
|
May 15, 2024
Q1 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
14.5KNew |
$346K - $388K
|
14.5K
$487K
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
11.6K+ 12.71% |
$275K - $309K
|
103K
$3.44M
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.9KNew |
$259K - $290K
|
10.9K
$364K
|
|
May 03, 2024
Q1 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
10.6KNew |
$251K - $282K
|
10.6K
$353K
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
10.4KNew |
$246K - $276K
|
10.4K
$346K
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
8.51KNew |
$202K - $227K
|
8.51K
$285K
|
|
Apr 03, 2024
Q1 2024
|
Pensionfund Dsm Netherlands
|
BUY
|
- |
8K+ 10.32% |
$190K - $213K
|
85.5K
$2.86M
|
|
May 15, 2024
Q1 2024
|
Hgi Capital Management, LLC
New York, NY |
BUY
|
- |
7.27K+ 62.72% |
$173K - $194K
|
18.9K
$631K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
6.82K+ 3.27% |
$162K - $182K
|
215K
$7.2M
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
5K+ 18.9% |
$119K - $133K
|
31.5K
$1.05M
|
|
May 15, 2024
Q1 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.42K+ 24.97% |
$57.5K - $64.4K
|
12.1K
$405K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2KNew |
$47.6K - $53.3K
|
2K
$66.9K
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
742+ 3.4% |
$17.6K - $19.8K
|
22.6K
$756K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
366New |
$8.7K - $9.76K
|
366
$12.3K
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
350+ 29.17% |
$8.32K - $9.33K
|
1.55K
$51.9K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
234New |
$5.56K - $6.24K
|
234
$7.83K
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
20New |
$476 - $533
|
20
$669
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
69.2KNew |
$1.42M - $1.81M
|
69.2K
$2.32M
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
32.9KNew |
$675K - $859K
|
32.9K
$1.1M
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
22.7KNew |
$464K - $591K
|
22.7K
$758K
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
20.8KNew |
$427K - $544K
|
20.8K
$698K
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
16.9KNew |
$346K - $441K
|
16.9K
$566K
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
10.5KNew |
$215K - $274K
|
10.5K
$351K
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
9.3KNew |
$190K - $242K
|
9.3K
$311K
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
5.36K+ 34.83% |
$110K - $140K
|
20.8K
$695K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.94K+ 39.44% |
$101K - $129K
|
17.5K
$584K
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
1.05KNew |
$21.5K - $27.4K
|
1.05K
$35.1K
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
925+ 4.22% |
$19K - $24.1K
|
22.8K
$764K
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
259New |
$5.31K - $6.75K
|
259
$8.67K
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
131+ 1007.69% |
$2.68K - $3.42K
|
144
$4.82K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
79+ 84.04% |
$1.62K - $2.06K
|
173
$5.79K
|
|
Jan 19, 2024
Q4 2023
|
Denali Advisors LLC
|
BUY
|
- |
15+ 65.22% |
$307 - $391
|
38
$1.27K
|
|
Q3 2023 | |||||||
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
2.32MNew |
$49.9M - $60.3M
|
2.32M
$77.5M
|
|
Nov 13, 2023
Q3 2023
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
BUY
|
- |
1.22M+ 1595.07% |
$26.4M - $31.9M
|
1.3M
$43.6M
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
135KNew |
$2.91M - $3.52M
|
135K
$4.52M
|