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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
118+ 0.17% |
$2.92K - $3.3K
|
68.5K
$2.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
53New |
$1.31K - $1.48K
|
53
$1.64K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18New |
$446 - $503
|
18
$556
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 9.52% |
$248 - $280
|
115
$3.55K
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
7+ 0.04% |
$173 - $196
|
16.3K
$503K
|
|
| Q1 2024 | |||||||
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
2.69MNew |
$63.9M - $71.7M
|
2.69M
$83M
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.2MNew |
$28.6M - $32M
|
1.2M
$37.1M
|
|
|
May 14, 2024
Q1 2024
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
125KNew |
$2.97M - $3.33M
|
125K
$3.86M
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
31K+ 206.67% |
$737K - $826K
|
46K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
22.8KNew |
$541K - $607K
|
22.8K
$702K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
17.8KNew |
$424K - $476K
|
17.8K
$551K
|
|
|
May 15, 2024
Q1 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
14.5KNew |
$346K - $388K
|
14.5K
$449K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
11.6K+ 12.71% |
$275K - $309K
|
103K
$3.17M
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.9KNew |
$259K - $290K
|
10.9K
$336K
|
|
|
May 03, 2024
Q1 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
10.6KNew |
$251K - $282K
|
10.6K
$326K
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
10.4KNew |
$246K - $276K
|
10.4K
$320K
|
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
8.51KNew |
$202K - $227K
|
8.51K
$263K
|
|
|
May 15, 2024
Q1 2024
|
Hgi Capital Management, LLC
New York, NY |
BUY
|
- |
7.27K+ 62.72% |
$173K - $194K
|
18.9K
$582K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
6.82K+ 3.27% |
$162K - $182K
|
215K
$6.64M
|
|
|
May 15, 2024
Q1 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.42K+ 24.97% |
$57.5K - $64.4K
|
12.1K
$373K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
366New |
$8.7K - $9.76K
|
366
$11.3K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
350+ 29.17% |
$8.32K - $9.33K
|
1.55K
$47.8K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
263K+ 22.09% |
$5.39M - $6.86M
|
1.45M
$44.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
69.2KNew |
$1.42M - $1.81M
|
69.2K
$2.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
32.9KNew |
$675K - $859K
|
32.9K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
22.7KNew |
$464K - $591K
|
22.7K
$699K
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
10.5KNew |
$215K - $274K
|
10.5K
$324K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
9.3KNew |
$190K - $242K
|
9.3K
$287K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
1.05KNew |
$21.5K - $27.4K
|
1.05K
$32.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
925+ 4.22% |
$19K - $24.1K
|
22.8K
$705K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
259New |
$5.31K - $6.75K
|
259
$8K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
131+ 1007.69% |
$2.68K - $3.42K
|
144
$4.45K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
79+ 84.04% |
$1.62K - $2.06K
|
173
$5.34K
|
|
|
Jan 19, 2024
Q4 2023
|
Denali Advisors LLC
|
BUY
|
- |
15+ 65.22% |
$307 - $391
|
38
$1.17K
|
|
| Q3 2023 | |||||||
|
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
$40.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
135KNew |
$2.91M - $3.52M
|
135K
$4.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
46.3KNew |
$999K - $1.21M
|
46.3K
$1.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
25KNew |
$539K - $651K
|
25K
$772K
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
2.07K+ 2.98% |
$44.6K - $53.9K
|
71.6K
$2.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.57K+ 3.76% |
$33.9K - $41K
|
43.3K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
620+ 4.12% |
$13.4K - $16.2K
|
15.7K
$484K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
313New |
$6.75K - $8.15K
|
313
$9.66K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
141New |
$3.04K - $3.67K
|
141
$4.35K
|
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
90+ 64.29% |
$1.94K - $2.34K
|
230
$7.1K
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
69.6KNew |
$1.59M - $1.76M
|
69.6K
$2.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
13.3KNew |
$305K - $337K
|
13.3K
$411K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
12.4KNew |
$284K - $314K
|
12.4K
$383K
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
10.1KNew |
$231K - $255K
|
10.1K
$311K
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
8.7KNew |
$199K - $220K
|
8.7K
$269K
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
8.51KNew |
$195K - $215K
|
8.51K
$263K
|
|