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 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.51K+ 4.23% |
$34.5K - $38.1K
|
37.2K
$1.15M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
152New |
$3.48K - $3.85K
|
152
$4.69K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
20New |
$458 - $506
|
20
$617
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.86MNew |
$42.5M - $48.6M
|
1.86M
$57.3M
|
|
|
May 12, 2023
Q1 2023
|
Long Pond Capital, LP
New York, NY |
BUY
|
- |
1.03M+ 131.45% |
$23.4M - $26.8M
|
1.8M
$55.7M
|
|
|
May 12, 2023
Q1 2023
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
39.8KNew |
$909K - $1.04M
|
39.8K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
16.7KNew |
$381K - $437K
|
16.7K
$515K
|
|
|
May 12, 2023
Q1 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
9.31KNew |
$213K - $244K
|
9.31K
$287K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
8.57KNew |
$196K - $224K
|
8.57K
$264K
|
|
|
May 11, 2023
Q1 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
8.24KNew |
$188K - $216K
|
8.24K
$254K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
135+ 83.85% |
$3.09K - $3.54K
|
296
$9.14K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
43+ 1.84% |
$983 - $1.13K
|
2.38K
$73.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
20New |
$457 - $524
|
20
$617
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
14+ 2.05% |
$320 - $367
|
697
$21.5K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
6+ 6.0% |
$137 - $157
|
106
$3.27K
|
|
| Q4 2022 | |||||||
|
Feb 03, 2023
Q4 2022
|
Hill Winds Capital LP
|
BUY
|
- |
65K+ 22.81% |
$1.25M - $1.53M
|
350K
$10.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
63.3KNew |
$1.21M - $1.49M
|
63.3K
$1.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
22.3KNew |
$428K - $525K
|
22.3K
$689K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
19.8K+ 442.9% |
$379K - $466K
|
24.3K
$749K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
16.3KNew |
$313K - $385K
|
16.3K
$504K
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
14.1KNew |
$270K - $332K
|
14.1K
$436K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.53K+ 12.72% |
$48.5K - $59.6K
|
22.4K
$692K
|
|
|
Feb 10, 2023
Q4 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
1.46KNew |
$27.9K - $34.3K
|
1.46K
$44.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.06KNew |
$20.2K - $24.9K
|
1.06K
$32.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
100+ 100.0% |
$1.92K - $2.36K
|
200
$6.17K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
61New |
$1.17K - $1.44K
|
61
$1.88K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
31New |
$594 - $730
|
31
$957
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
423K+ 15.51% |
$8.06M - $10.7M
|
3.15M
$97.1M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.16KNew |
$41.2K - $54.9K
|
2.16K
$66.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
132+ 183.33% |
$2.52K - $3.35K
|
204
$6.3K
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
120New |
$2.29K - $3.05K
|
120
$3.7K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Worth Venture Partners, LLC
Fort Lee, NJ |
BUY
|
- |
12.4KNew |
$250K - $330K
|
12.4K
$384K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
900New |
$18.1K - $23.9K
|
900
$27.8K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
79New |
$1.59K - $2.1K
|
79
$2.44K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
28+ 0.55% |
$562 - $743
|
5.09K
$157K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
18New |
$361 - $478
|
18
$556
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
2.78K+ 14.45% |
$73.5K - $84.9K
|
22K
$678K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
63New |
$1.72K - $2.06K
|
63
$1.94K
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
500New |
$8.26K - $10.7K
|
500
$15.4K
|
|
| Q3 2020 | |||||||
|
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
15KNew |
$214K - $301K
|
15K
$462K
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Community Bank Of Raymore
|
BUY
|
- |
10KNew |
$100K - $186K
|
10K
$309K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
38KNew |
$740K - $893K
|
38K
$1.17M
|
|
|
Nov 14, 2019
Q3 2019
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
13.5K+ 101.37% |
$263K - $317K
|
26.8K
$827K
|
|
|
Oct 18, 2019
Q3 2019
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
10KNew |
$195K - $235K
|
10K
$309K
|
|
| Q2 2019 | |||||||
|
Aug 07, 2019
Q2 2019
|
Nvwm, LLC
|
BUY
|
- |
3.45KNew |
$65.2K - $74.6K
|
3.45K
$107K
|
|
| Q2 2018 | |||||||
|
Aug 13, 2018
Q2 2018
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
21.9KNew |
$296K - $300K
|
21.9K
$676K
|
|